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.