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
- Cancel your appointment if you are unable to attend and Reschedule immediately to a day and time which fits your schedule
- Make sure you have all the required documents to prepare your tax return
- Bring a pen to complete forms and sign tax return
Required Documents List
Identification
- Copy of Photo ID and spouse’s if filing jointly (driver’s license or passport)
- Copy of Social Security Cards or Individual Taxpayer ID Numbers (ITIN) for each family member included on the return
- For married filing jointly, both spouses must be present to review tax return and sign
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 tax ID number, phone number, and address for provider
- Records of expenses for self-employment, home-based businesses, and/or side hustles
Other Documentation
- Bank routing number and account numbers for direct deposit/direct debit (name must be on the account)
- 1095’s Health Insurance statement. Specifically Form 1095A from the Market Place
- Last’s year’s tax return – Required for MyFree Taxes or Facilitated Self Assistance, self-preparation
- If you own your home and/or property in Nebraska, bring your real estate or property tax statement.
- If you are a volunteer fire person or EMT in Nebraska, bring your verification letter.
- If you are a childcare provider in Nebraska and are eligible for credits, bring your letter.
- Bring a pen
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
- MAY be able to prepare with a return with SCHEDULE E (rental income) or SCHEDULE K-1 (partnership or trust income)
- MAY be able to prepare a return with income from DIVIDENDS, CAPITAL GAINS, or MINIMAL BROKERAGE TRANSACTIONS
- MAY be able to prepare MULTIPLE STATE RETURNS
COVID-19 Guidelines
- Follow local health department guidelines at the time of your appointment.
- It’s the health and safety of everyone. Reschedule or minimally mask up if you do not feel well.