Volunteer Income Tax Assistance

VITA sites offer free tax help to people who need assistance in preparing their own tax returns,
including:

• Individuals and families who have a household income of approximately $67,000 or less
• Persons with disabilities
• Domestic and international students
• Limited English-speaking taxpayers; and
• Those 60 years of age and older

If you meet the following criteria, you may not qualify:

• Persons on your tax return do not have a valid Social Security Number or ITIN

• You or your spouse had income from options trading or cryptocurrency

• Photo ID for both spouses, must be valid
• Physical social security card and dates of birth; or ITINs: For you. For spouse. For all dependents including children and other household members (not including roommates)
• W-2 Forms
  • These are forms showing your wage and tax information
  • Bring one from each employer in 2025 (if you had two jobs & employers bring two W-2 forms)
  • These should be received by mail by Feb. 15 or can be found through your employers online portal

• 1099 Forms
  • Unemployment (1099-G)
  • Pension & Annuity Distributions (1099-R)
  • Social Security benefits (SSA-1099)
  • Interest/Dividends (1099-INT or 1099-DIV)
  • Miscellaneous income (1099-MISC)
  • Stock sales (1099-B)
  • Distributions from Health Savings Accounts (1099-SA)
  • 1095-A, B, and C; Healthcare Marketplace Insurance

• Supplemental Security Income (SSI), DHS benefit letters

• Child Support received, alimony paid or received

• Gambling/Lottery winnings (W-2G)

• Other Tax Information
  • Itemizing deductions? Medical expenses, Home Mortgage interest, real estate taxes, car registration fees, charitable giving, miscellaneous work expenses including uniforms, safety deposit box, gambling losses
• Medical or HMO premiums paid for self and/or family
• Tuition & related expenses (1098-T) including course books for full-time college students; Interest paid on student loans (1098-E)
• Childcare provider’s name and Social Security Number (SSN) or Employer Identification Number (EIN); childcare expenses while at work
• Refund/Payment Options:
  • Direct deposit information: Up to 2 bank or credit union names, routing numbers, and account numbers. Direct deposit is the fastest and safest way to receive your refunds

Single Session Tax Filing (approx. 1-2 hours in-person):

• Schedule your appointment online using the links on this page

• Gather your tax documents using the checklist provided above
• Complete an intake interview with a VITA volunteer to finish and review Form 13614-C and your tax information
• Relax while IRS-certified VITA volunteers prepare your return.
• Participate in a final review to ensure accuracy and answer any questions.
• Sign and submit your return to the IRS and you’re all set!

Guided Appointment (approx. 30 minutes - 1 hour in-person):

• Schedule your appointment online using the links on this page
• Gather your tax documents using the checklist provided above
• Bring your personal laptop and follow along as a VITA volunteer guides you through the tax preparation process.
• Ask any questions you may have—VITA volunteers will be available to assist throughout your session.
• Submit your return to the IRS and you’re all set!