Volunteer Income Tax Assistance

Free tax preparation services for low-income individuals and families

 

We're here to help

The Volunteer Income Tax Assistance (VITA) program is an IRS initiative designed to support free tax preparation service for the underserved through various partner organizations. The Oregon State University College of Business is one of those partners, and every February and March, IRS certified accounting student volunteers, university volunteers, and community volunteers provide free tax preparation services to individuals and families who qualify.

If you have questions, please contact us via email at vita.cob@oregonstate.edu.

  • You and your spouse (if applicable) have $72,000 or less total combined income
  • You, your spouse or dependents are not in the U.S. on a VISA
  • You do not have profit or loss from a business (sole proprietorship) or farm
  • You or your spouse are not an active duty or reservist military taxpayer
  • You or your spouse are not a minister or clergy
  • You or your spouse are not a professional gambler
  • You or your spouse did not receive any of the following forms: 2555, 2848, 3468, 3520, 3800, 3903

In order to qualify, all of the above must be true.

Please bring all of these:

  • Photo ID
    • for both spouses, must be valid
  • Social Security card AND Dates of Birth
    • For you
    • For spouse
    • For all dependents
  • W-2 Forms
    • These are forms showing your wage and tax information
    • Bring one from each employer in 2020 (if you had two jobs & employers bring 2 W-2 forms)
    • These should be received by Feb. 15th
  • 1099 Forms
    • These show your sources of income (interest, dividends, other sources)
    • From banks, brokerages, contract work, or any other source of income
  • Proof of Deductible Costs
    • Receipts showing education expenses including books
    • Proof of daycare costs
    • Charitable contribution receipts
    • Proof of any other deductible costs
  • Form 13614-C
    • Download and complete form prior to VITA intake/interview
  • 1095-A, -B, or -C Form
    • Shows health coverage
  • 1099-SA Forms
    • If you have a health savings account

Optional

  • Checking Account & Routing Number
    • Bring only if you want your tax return to be deposited directly into your account
    • Bring a blank check to show this information
  • 2019 Tax Returns

Volunteer with us!

Help your community by preparing taxes free of charge with the Volunteer Income Tax Assistance program. You’ll receive training on how to prepare taxes for low-to-moderate income families, and you’ll join the thousands of others who each year prepare millions of tax returns nationwide.

Volunteer now