HOW CAN I QUALIFY FOR FREE TAX HELP?
Generally, you can qualify for free tax help at our VITA sites if your household income does not exceed $66,000 AND you do not have a return that is considered out-of-scope for VITA. See last section below “Out-Of-Scope Returns”.
SELF-EMPLOYED: You must be a sole proprietor and cannot have expenses that exceed $10,000 or be claiming a net LOSS or have any employees. You must also have a General Excise Tax License, a record of the general excise taxes that you paid during the year, and have all of your receipts and expenses itemized.
IF YOUR RETURN IS OUT-OF-SCOPE FOR VITA and if you are comfortable preparing your own return and you earned less than $73,000 in 2022, please send an email to [email protected]. We will provide you with information on how to prepare your own return OR go to https://myfreetaxes.com This site will allow you to prepare AND e-file BOTH your federal and state returns for FREE as long as your adjusted gross household income does not exceed $73,000.
WHAT TO BRING WITH YOU TO YOUR APPOINTMENT:
- Picture ID for yourself and spouse (if any)
- Original Social Security Card for yourself, spouse (if any), and every person being claimed as a dependent on your tax return. If you do not have the originals of any social security card required, you must bring another document (other than a W-2 form) that shows the person’s social security number. Birth certificates are not acceptable – they do not contain social security numbers. A copy of your previous year’s tax return can be used if that return lists all of the same people and was prepared professionally or with the use of tax software or by one of our free sites (NOT by hand)
All documents and information listed below if they apply to you:
- Copy of last year’s tax returns if possible
- All W-2 Forms showing wages
- If you are self-employed, you must be a sole proprietor and all receipts and expenses MUST BE ORGANIZED INTO CATEGORIES AND CALCULATED BY YOU – You must also have a General Excise Tax License and a record of general excise tax payments made during the year.
- Proof of payments of estimated taxes
- Unemployment Compensation Statements (1099 G);
- SSA-1099 Form if you were paid Social Security benefits;
- All other 1099 Forms showing other income such as interest earned, dividends, independent contractor earnings, and pensions FOR EXAMPLE:
- 1099-MISC (independent contractors)
- 1099-R (pension or annuities)
- 1099-C (cancellation of debt – but ONLY if the cancellation results from a personal credit debt or the foreclosure of a primary residence)
- Landlord’s name, address, and General Excise Tax number if you are claiming the Low Income Renters Credit.
- Student Loans, Scholarship and Tuition fees – including any 1098-T Forms issued to you by the college or university PLUS a print out of your educational account which students can access through their college account.
- Alimony paid or received.
- All forms indicating other Federal tax payments such as estimated tax payments, etc.
- All forms indicating IRA contributions
- Child or Dependent Care Provider information (name, employer ID or social security number of person providing care, an invoice for amounts paid to the provider)
- Bank information if you are direct depositing your refund – must be in your name
- Health Insurance Coverage. If you are enrolled for health insurance under the Affordable Care Act (ACA) and qualified for a premium tax credit, please bring with you any 1095 forms that you might have received. If you received a 1095-A Form you MUST file a return even if you had no income for the year
OUT-OF-SCOPE for VITA – We DO NOT prepare the following types of returns or forms:
- Returns for those receiving rental income (landlords)
- Partnership or corporate returns
- Returns with farm or fishing income
- Schedule C (sole proprietor business) with losses or employees or inventory or any claim for actual vehicle expenses (vs. standard mileage rate) or expenses over $10,000
- Complicated and advanced Schedule D (capital gains and losses)
- Returns for taxpayers who are in the U.S. on an F, J, M, or Q visa.
- Self-employed health coverage deductions for the premium tax credit
- Returns involving alimony/divorce agreements executed before 1985
- Tax returns for ministers and members of the clergy because of unique tax issues
- Form W-2 with code Q in box 12, indicating combat pay – Military certification required; only certain sites have volunteers certified for Military returns – contact us
- Energy credits – Form 5695 Part 1 (out-of-scope)
- Form SS-5 (request for Social Security Number)
- Form 8606 (non-deductible IRA)
- Form 8615 (minor’s investment income)
- Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
- Certain types of pensions and annuity payments if taxable amounts are not calculated on 1099-R
- Those with income from another state unless that state collects no income taxes