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
|