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.
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