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Volunteer income tax assistance (free tax assiStance)

Free Tax Preparation

Am I eligible for free tax preparation?

If your household made under $57,000 in 2020, you may qualify for free tax preparation.

What can we prepare?

What can’t we prepare?

  • VITA sites prepare taxes that have:
  • 1040 (including EZ, W2, Retirement Income, etc.)
  • Schedule A (Itemized Deductions)
  • Schedule B (Interest Income)
  • Schedule C-EZ/C (Self-Employed Income/1099)
  • Schedule D (Stocks, Mutual Funds, some limits)
  • Schedule E – Royalties/Schedule K1
  • Health Savings Accounts
  • Cancellation of Debit (some limits)
  • Tax Credits including: the Earned Income, Child and Additional Child, Child and Dependent Care Expenses, Retirement Savings, Energy and Education Credits
  • VITA sites do not prepare taxes that have:
  • Some aspects of a Schedule C
  • Rental Income
  • Request for a Social Security Number
  • Unreimbursed Employee Business Expenses
  • Moving Expenses
  • Nondeductible IRA
  • Tax for Children Under 14 with Investment Income

(Not a complete list)

 What will I need to bring to my appointment?

  • Photo IDs for all adults in the household
  • Social Security Cards for all members of the household
  • All W-2 Forms
  • All 1099 Forms (this could be interest payments received or self-employment wages)
  • All 1098 Forms (this could be student loan interest paid)
  • Receipt if you paid property taxes
  • Receipt for state sales tax if you purchased a NEW vehicle
  • Receipt of childcare expenses paid
  • Last year’s tax return
  • A blank check or bank account/routing number information if you want direct deposit
  • Download and complete the required VITA forms. (VITA Intake Forms)

Need Help Now? Call 410.871.4885!

  • Volunteer Income Tax Assistance (VITA) Site provides free year-round tax preparation services for low-moderate income households.

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