Volunteer Income Tax Assistance

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):

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!