Filing Eligibility
- Approximate household income of $74,000 or less (check with your local site).
Instructions
- Schedule an appointment with your local site.
- Regularly check the website for the most up-to-date schedule of VITA/TCE sites.
- If you cannot attend your appointment, please cancel as early as possible and reschedule your appointment.
- Make sure you have all the required documents to prepare your tax return.
- Bring a pen to complete forms and sign your tax return.
Required Documents List
Identification
- Photo ID and spouse’s if filing jointly (driver’s license or passport).
- Social Security Cards or Individual Taxpayer ID Numbers (ITIN) for each family member included on the return.
- If married and filing jointly, both spouses must be present to review and sign the tax return.
Income
- W-2’s for wages, W-2G’s for gambling income.
- 1099’s for interest, dividends, unemployment, state tax refunds, pension or 401-K distributions, and other income.
- Records of revenue from self-employment, home-based businesses, and/or side hustles.
Expenses
- 1098’s for mortgage interest, student loan interest, tuition, and/or statement of property taxes paid.
- Statement of College Student Account showing all charges and payments for each student on the return.
- Childcare or dependent care receipts, including a tax ID number, phone number, and address for the provider.
- Records of expenses for self-employment, home-based businesses, and/or side hustles.
Other Documentation
- Bank routing numbers and account numbers for direct deposit/direct debit (name must be on the account).
- Health insurance statement - form 1095-A from the Health Insurance Marketplace.
- Last year’s tax return is required for MyFree Taxes, Facilitated Self Assistance, or self-preparation.
- Real estate or property tax statements if you own your home and/or property in Nebraska.
- Verification letter if you are a volunteer firefighter or EMT in Nebraska.
- Verification letter if you are a Nebraska childcare provider and eligible for credits.
PLEASE NOTE:
The scope of work that can be done within the VITA site is defined by the IRS. If your return is considered “out of scope” for this site, our VITA Volunteers will not be able to prepare your return..
Out of Scope
- CANNOT prepare the return if reporting CRYPTOCURRENCY without Form 1099
- CANNOT prepare the return if a DEPRECIATION SCHEDULE is required or a SCHEDULE F (farm) is required
- CANNOT prepare a return with CASUALTY or theft loss
- CANNOT prepare the return if SELF EMPLOYMENT or HOMEBASED BUSINESSES have:
- A NET LOSS
- SELF-EMPLOYMENT, SEP, SIMPLE or QUALIFIED RETIREMENT PLANS
- More than $35,000 in EXPENSES
- EMPLOYEES
Sites MAY be able to:
- prepare a return with SCHEDULE E (rental income) or SCHEDULE K-1 (partnership or trust income)
- prepare a return with income from DIVIDENDS, CAPITAL GAINS, or MINIMAL BROKERAGE TRANSACTIONS
- prepare MULTIPLE STATE RETURNS
COVID-19 Guidelines
- Follow local health department guidelines at the time of your appointment.
- For everyone's health and safety, please wear a mask or reschedule if you do not feel well.