Client Eligibility
At our VITA site, volunteers offer free tax help to
Taxpayers who earn less than $57,000 or less
Individuals with disabilities
However, we cannot help clients who have any of the following statuses:
Out of state returns
Prior-year returns
Bitcoin or other virtual currency transactions in 2020
A US citizen or resident alien with foreign earned income
Return with self-employment income
Complicated Schedule D (Capital gains and losses)
Form 8606 (non-deductible IRA)
Schedule C with loss, depreciation or business use of home
Military returns
Required Documents
Photo identification (Driver's license/State ID/Passport) for you and your spouse (if filing a joint return)
Social Security cards or Individual Taxpayer Identification Number document for you, your spouse, and dependents
Birth dates for you, spouse, and dependents
A copy of last year's tax return
Any tax documents received in the mail (W-2, 1098, 1099)
Information for other income
Any proof of Educational-Related Expenses, Day-Care payments with Daycare's TIN/SSN, address, phone number
Any proof of charitable donations
Please note that we might not be able to assist you if you do not have applicable documents prepared