
Volunteer Income Tax Assistance
Free tax preparation services for families and individuals with qualifying household income
The Volunteer Income Tax Assistance (VITA) program is an IRS initiative designed to support free tax preparation services for communities through various partner organizations. The Oregon State University College of Business is one of many such partners nationwide and is now open for tax preparation year-round.
How does VITA work?
Who qualifies?
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
What do i need to bring?
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
How does VITA work?
Scan-and-Go (approx. 15-30 minutes in-person; 2-week processing time):
Book an appointment or walk in during operating hours
Bring your completed Form 13614-C (or fill one out on-site), along with all relevant tax documents from the list above
Complete an Intake Interview with a VITA volunteer to discuss your Form 13614-C and any other relevant tax information
Have your documents scanned by a VITA volunteer
Receive an email/phone call within 2 weeks when your tax return is complete
Return to the VITA site for a scheduled final review session with a VITA volunteer
Sign to approve your tax return and you are done!
Single Session Tax Filing (approx. 1-2 hours in-person):
Book an appointment or walk in during operating hours
Bring your completed Form 13614-C (or fill one out on-site), along with all relevant tax documents from the list above
Complete an Intake Interview with a VITA volunteer to discuss your Form 13614-C and any other relevant tax information
Wait while our VITA volunteers complete your tax return
Complete a final review session with a VITA volunteer
Sign to approve your tax return and you are done!
Get in touch
Locations:
Corvallis: Austin Hall 1st Floor Atrium | 2751 SW Jefferson Way Corvallis, Oregon 97331
Cascades: Tykeson Hall, 1500 SW Chandler Ave, Bend, Or 97702
Lane County: 996 Jefferson St, Eugene, OR 97402
Interested in volunteering?
Please email us at VITA@oregonstate.edu