We offer free tax preparation to anyone who needs it. IRS trained and certified Tax-Aide volunteers can help you file a variety of income tax forms and schedules.
In certain situations, however, our volunteers may be unable to provide assistance. Below is a guide to what our Tax-Aide volunteers can and cannot do.
These are within the scope of our training:
Wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits.
Self-employment income, with limits.
Most income reported on Form 1099-MISC, or Form 1099-NEC.
Schedule K-1 that includes only interest, dividends, capital gains/losses or royalties.
Charitable cash contributions.
Itemized deductions, including noncash contributions to charity that total no more than $500.
IRA contributions, deductible or not.
Most credits, such as earned income tax credit, education credits, child/additional child credit and credit for other dependents, child/dependent care credit, premium tax credit, simplified method, foreign tax credit, and retirement savings credit.
Estimated tax payments.
Injured spouse allocation, depending on state.
Health Savings Accounts (HSA).
Amendments to filed returns.
Prior three years' tax returns.
These are NOT within the scope of our training:
Self-employment with employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements or other complicating factors.
Complicated Schedule K-1.
Rental income, except land-only rentals.
Tax on Child's Investment and Other Unearned Income (Kiddie Tax).
Farm income or expenses.
Moving expenses.
Alternative Minimum Tax, Addition Medicare Tax, or Net Investment Income Tax.
Discharge of Debt for Qualified Principle Residence.
Digital Asset Transactions