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.