Volunteer Income Tax Assistance

What We Can and Cannot Prepare

VITA volunteers provide assistance and preparation services for several tax forms, but not all. While our volunteers can prepare most returns, including self-employment, education, investment income and/or unemployment benefits, some returns are considered out-of-score per IRS regulations. Please contact us if you have questions about eligibility for our VITA services.

Returns with any of the following are considered out-of-scope and CANNOT be prepared through VITA:

  • Acquisition or Abandonment of Secured Property (Form 1099-A).
  • Active military wages.
  • Affordable Care Act Premium Tax Credit Shared Policy Allocation and Alternate Calculation in Year of Marriage (Form 8962 Parts IV and V).
  • Bankruptcy.
  • Cancellation of Debt other than Credit Card (Form 1099-C).
  • Casualty Losses (Form 4684).
  • Children with Unearned Income (Form 8615).
  • Divorced in tax year.
  • Farm Income/Loss (Schedule F).
  • Employee Business Expenses (Form 2106).
  • Household Employment Taxes.
  • Married Filing Separately.
  • Moving Expenses (Form 3903).
  • Out-of-State Returns.
  • Rental Income, Estates, Trusts (Schedule E).
  • Sales of Assets other than stocks, mutual funds or the taxpayer’s personal residence.
  • Self-Employment (Schedule C) with the following items:
    • Accrual Based Accounting.
    • Business Use of Home Expenses.
    • Depreciation.
    • Expenses in excess of $35,000.
    • Inventory.
    • Net Loss.
    • Prior Year Disallowed Passive Activity Loss.
    • Taxpayer has Marketplace Premium Tax Credit.
  • Stock sales if basis not determined.
  • Wisconsin Non-Resident and Part-Year Resident Returns (Form WI NPR).
  • See this list for less common items.