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.

  • Anyone or any household with income less than $60,000

We offer our participants free tax preparation and have language services for English, Spanish, Chinese, Vietnamese, and Korean.
(Note: If you require language services other than English, please make an appointment in advance so we can plan for language assistance.)

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 2021 (if you had two jobs & employers bring 2 W-2 forms)
    • These should be received by Feb. 15
  • 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 (if applicable)
    • 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
  • 2020 Tax Returns
    • If you didn't file in 2020, then bring your 2019 tax returns

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

    We are no longer taking new appointments for this tax season. We will be available again next year! If you have any questions about your taxes that we are currently helping you with, please reach out to vita.cob@oregonstate.edu

    Volunteer with us next year!

    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.

    We are no longer accepting new volunteers for this tax season. If you would like to volunteer with OSU VITA, please come back this Fall 2022!