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​​What we can do
​

​All VITA/TCE sites can prepare basic tax returns with the following types of income, expenses, or credits:

• Wages and salaries (reported on form W-2)
• Self-employment income (cash payments and those reported on form 1099-MISC) - scope is limited

• Unemployment benefits (reported on form 1099-G)

• State income tax refunds (reported on form 1099-G)

• Social security and retirement income (reported on forms SSA-1099, RRB-1099, CSA-1099, 1099-R)  
• Interest and dividends (reported on forms 1099-INT, 1099-DIV, or 1099-B)
• Capital gains and losses if the cost basis is known (reported on form 1099-B)

• Gambling winnings (form W-2G)

• Oil and gas royalties - not available at all sites
• Reconciliation of Premium Tax Credit (reported on form 1095-A)

• Schedule K-1 income (reported on forms 1065, 1120S, and 1041) - scope is limited
• Alimony paid or received (only relevant for divorces finalized prior to January 1, 2019)
• Estimated tax payments made
• Sale of home (reported on form 1099-S) - scope is limited
• Cancellation of debt (reported on form 1099-C) - scope is limited
• Itemized deductions (mortgage interest, charitable contributions, medical expenses, etc.)
• Health Savings Accounts (reported on form 1099-SA)
• Earned Income Credit (EIC), education credits, child tax credit, child care expense credits

​​Some VITA sites can also prepare international, foreign student, or military returns.

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​What we cannot do

VITA/TCE sites cannot prepare complicated returns, including those with:

• Self-employment income with an overall loss to report, more than $35,000 in expenses, or deductions for depreciation or business use of the home

• Complex capital gains or losses, or when the cost basis is not reported

• Rental income and expenses - sites certified for military returns can do these for military personnel only

• Other forms for complex tax concerns

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​Contact your local site if you are not sure whether your return qualifies.