VITA Free Tax Prep
Your taxes made easy
Dixie State University offers free e-file tax preparation through the Volunteer Income Tax Assistance (VITA) Program for anyone who makes $54,000 annually or less, persons with disabilities, the elderly, and limited English speakers who need assistance in preparing their own tax returns.
During the 2017 VITA Season, Dixie State’s VITA program was the top ranked Utah VITA site in terms of the volunteer generated returns completed and federal and state refunds. VITA volunteers donated 4,025 service hours, completed 1,456 tax returns, and facilitated the return of $2,444,810 (including $832,179 of education credits) back into the Dixie community.
WHAT TO BRING
Photo ID: required for each individual appearing on your tax return. Must be federal or state issued. (Ex: Driver’s license, passport, military ID.) Clear, legible, photocopies or mobile images are accepted.
Social Security Card(s): required for each individual appearing on your tax return.
Income Forms: W-2 forms from all employers, SSA-1099 showing Social Security benefits, & all types of 1099 and 1099-B forms accompanied by documentation showing the original asset purchase prices and sales proceeds.
Form 1098: documenting your mortgage interest, mortgage insurance payments and property tax payments; documentation to verify medical expenses, charitable contributions, childcare payments, and other relevant documentation related to your income and deductions.
Affordable Care Act Documents: Form 1095-A, 1095-B or 1095-C.
Last Year’s Tax Return: a copy of last year’s tax return. (Not required for some filings.)
Account and Routing Numbers: required only for automatic deposit of your Federal and State Refunds to be deposited directly into your checking account.
FREQUENTLY ASKED QUESTIONS
HOW CAN I TRUST THAT MY STUDENT-PREPARED TAX FILING IS ACCURATE?
- Although DSU accounting students are still learning about taxes, our VITA program is managed by expert tax accounting professors.
- Each filing prepared by student volunteers is reviewed by licensed CPAs and/or PhDs.
- Any tax problems encountered during the season are reported by coordinators to the Wage and Investment Division of the IRS to find solutions.
- Coordinators ensure that their site volunteers are informed about tax law changes and procedural updates.
WHY DO DSU ACCOUNTING STUDENTS VOLUNTEER TO PREPARE TAXES FREE OF CHARGE?
In addition to receiving college credit, students who complete the VITA program gain an advantage when it comes to employment opportunities. Volunteering for the VITA program is a great way for accounting students to gain valuable real-life experience working with the public, preparing taxes, and learning from well-trained program coordinators.
SPECIAL TAX SITUATIONS
If you have a special situation, we encourage that you seek professional tax filing assistance. Some special situations include, but are not limited to:
- Owns a business
- Has a rental income
- Received a K-1
- Self-Employed (Schedule C)
If you are seeking assistance with your taxes through VITA, and are deaf or hard of hearing and require an ASL interpreter to be present during your tax return, please contact the Southern Utah Deaf Center at 435-673-8974