VITA is a free, reliable, and trusted source for preparing tax returns. All VITA volunteers who prepare returns must take and pass tax law training that meets or exceeds IRS standards. This training includes maintaining the privacy and confidentiality of all taxpayer information. In addition to requiring volunteers to certify their knowledge of the tax laws, the IRS requires a quality review check for every return prepared at a VITA site prior to filing. Each filing season, tens of thousands of dedicated VITA volunteers prepare millions of federal and state returns.

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

• Families and individuals who have a household income of approximately $65,000 or less
• Persons with disabilities
• 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
• You or your spouse had income from 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 2023 (if you had two jobs & employers bring two W-2 forms)
• These should be received by Feb. 15

Form 13614-C

• Download and fill out prior to VITA intake/interview (hard copies also available on-site)

Form 13614-NR (International Student: Non-Resident Alien for Tax Purposes)

• Download and fill out prior to VITA intake/interview (hard copies also available on-site)

Additional Questions Form

• Download and fill out prior to VITA intake/interview (hard copies also available on-site)

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
• US Savings Bond: Determine amount of bond, if desired, from refund amount

Scan-and-Go (approx. 15-30 minutes in-person; 2-week processing time):

1. Book an appointment or walk in during operating hours
2. Bring your completed Form 13614-C (or fill one out on-site), along with all relevant tax documents from the list above
3. Complete an Intake Interview with a VITA volunteer to discuss your Form 13614-C and any other relevant tax information
4. Have your documents scanned by a VITA volunteer
5. Receive an email/phone call within 2 weeks when your tax return is complete
6. Return to the VITA site for a scheduled final review session with a VITA volunteer
7. Sign to approve your tax return and you are done!

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

1. Book an appointment or walk in during operating hours
   
2. Bring your completed Form 13614-C (or fill one out on-site), along with all relevant tax documents from the list above
3. Complete an Intake Interview with a VITA volunteer to discuss your Form 13614-C and any other relevant tax information
4. Wait while our VITA volunteers complete your tax return
5. Complete a final review session with a VITA volunteer
6. Sign to approve your tax return and you are done!