How can VITA help me?

Below is a table summarizing which items VITA volunteers can and cannot help you with. Items we are trained to do fall "within the scope." If any of the items which fall "outside the scope" apply to you, please consult a paid preparer.

Income items

Within the scope Outside the scope
  • Wages, salaries, tips, scholarships
  • Interest, ordinary and qualified dividends
  • Schedule C-EZ: Simple business income and Schedule SE: Self-employment tax
  • IRA distributions, pensions, annuities
  • Social security benefits
  • Alimony received
  • Unemployment compensation,
  • Gambling winnings (but not losses)
  • Jury duty pay
  • Any other dividends but ordinary and qualified
  • Partly taxable IRA distributions or early IRA distributions subject to special penalty taxes
  • Schedule C: Complex business income
  • Schedule D: Capital gains (sale of stock, real estate, etc.)
  • Form 4797: Other gains
  • Schedule E: Rental, royalty, partnership, S corporation, trust, etc. income
  • Schedule F: Farm income
  • Other income not mentioned on the left
  • Adjustments to income

    Within the scope Outside the scope
  • Tuition and fees deduction
  • Educator expense deduction
  • IRA deduction
  • Alimony paid
  • Student loan interest deduction
  • Penalty on early withdrawal of savings
  • Self-employed SEP, SIMPLE, and qualified plans
  • Self-employed health insurance deduction
  • Moving expenses
  • Other adjustments not mentioned on the left
  • Exemptions, deductions, and credits

    Within the scope Outside the scope
  • Personal and dependency exemptions
  • Standard deduction, including additional standard deduction for real estate taxes paid
  • Form 2441: Child and dependent care
  • Schedule R: Credit for the elderly and the disabled
  • Form 8863: Education credits
  • Form 8880: Retirement savings contribution
  • Child tax credit
  • Schedule A: Itemized deductions
  • Form 6251: Alternative minimum tax (AMT)
  • Form 1116: Foreign tax credit
  • Form 5695: Residential energy credits
  • Other credits not mentioned on the left
  • Other taxes and payments

    Within the scope Outside the scope
  • Advance earned income tax credit (AEIC)
  • Federal income tax withheld
  • Earned income credit (EIC)
  • Form 8812: Additional child tax credit
  • Rebate Recovery Credit
  • Direct deposit of refunds
  • Form 4137: Social security and Medicare taxes on tip income
  • Form 5329: Additional tax on IRA and other retirement plans
  • Schedule H: Household employment taxes
  • Excess social security tax withheld
  • Form 2210: Estimated tax penalty