Filing Eligibility
- Approximate household income of $68,000 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.
Out of Scope
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.