VITA Free Tax Prep

VITA Free Tax Prep

Who:

  • Volunteers: Preparation services will be provided by IRS Certified Dixie State University Accounting Students, supervised by IRS and CPA certified Accounting faculty
  • Clients: The Volunteer Income Tax Assistance (VITA) program at DSU offers free tax help to people who generally make $53,000 or less, persons with disabilities, the elderly, and limited English speaking taxpayers who need assistance in preparing their own tax returns.

What:

  • Free Tax Preparation services sponsored by Dixie State University, the IRS’ volunteer income tax assistance program, and the Five-County Association of Governments
  • Free e-file for Federal and State Tax Returns

Where:

  • Udvar-Hazy building, East entrance, main desk
  • PARKING: Please park in the student parking area. Do not park in the reserved area marked by faculty/staff signs or you will be ticketed by campus police.

When:

  • February 7, 2017 to April 11, 2017: Tuesday, and Thursday evenings from 4:00-8:00 pm
  • VITA services will not be offered the week of DSU’s spring break, 3/13/17-3/17/17
  • Volunteers will begin preparing taxes each service day on a first-come-first-served basis. You may check-in for the evening’s session as early as 3:30 PM. Space is limited, so please check-in early to secure a position in the queue. New Clients will not be accepted after 7:00 PM

What must I bring?

  • PHOTO ID. Must be federal or state issued. Examples include: driver’s license, passport, military ID, etc. (We can accept photocopies of IDs or images sent via your mobile phone as long as the images are clearly legible.
  • Social security cards (must be an original or copy of an original) for each individual appearing on your tax returns. The IRS requires that we verify numbers from social security cards. We cannot verify your SSN from Form W-2. If you social security card had been lost or stolen, you must go to the Social Security Office and apply for a replacement. You will be issued a temporary card. We can accept temporary cards issued from the Social Security Administration.
  • Wage and earning statements (Form W-2) from all employers; SSA-1099, showing Social Security Benefits; all types of 1099 forms; 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, and child care payments; any other relevant documentation related to your income and deductions.
  • Affordable Care Act Documents (e.g., 1095-A, 1095-B, 1095-C)
  • A copy of your previous year’s tax return (not required for some filings).
  • Bank account and bank routing numbers, both of which can be found on a check from your checkbook, for automatic deposit of your Federal and State Tax Refunds into your checking account.
  • For those married and filing joint: Taxes that are filed electronically do not require a written signature. Therefore, parents who are married and filing jointly can provide a copy of their spouse’s photo ID and Social Security card, and that spouse need not be present.
  • For filers with children: Fewer children in the waiting and tax preparation areas speeds up the preparation process and keeps our preparers focused on your taxes. Therefore, we strongly recommend that filers with young children make childcare arrangements. Also, be sure to bring a social security card for yourself and anyone who will be listed as a dependent on your filing (including infants and children).

FAQ

Why do DSU Accounting students volunteer to prepare taxes free of charge?

  • Dixie State University students benefit from participation in the DSU VITA program. They gain valuable experience working with the public, preparing taxes, and gaining insight from well-trained program coordinators. Benefits for student-volunteers are three-fold; they receive college credit, they gain real-life experience, and they participate in a service to the community. Students who complete the VITA program gain an advantage when it comes to employment opportunities as a result of their service and experience.

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 professors that teach tax accounting. Volunteers include licensed CPAs and PhDs that review each filing that is prepared by student-volunteers during the course of each tax season. Each year, Dixie State University’s VITA coordinators train, supervise, and review the preparation of federal income taxes. Coordinators report details of their program to the Wage and Investment Division of the IRS and work to find solutions to any tax problems encountered during the season. Coordinators also keep their site volunteers informed about tax law changes and procedural updates. Dixie’s VITA program consistently ranks among the top in the state for accuracy.

Special Tax Situations

  • VITA Programs only provide free tax help for low to moderate income individuals (defined by the EITC threshold), persons with disabilities, the elderly, and those having limited English proficiency. Trained VITA volunteers prepare basic tax returns. If you have special tax situation, we encourage that you find a professional tax preparer from our community. Some special situations include, but are not limited to:
  1. Own a business
  2. Have a rental income (Schedule E)
  3. Received a K-1
  4. Self-Employed (Schedule C)

Other

  • 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
  • MyFreeTaxes.com is a free online preparation service offered to taxpayers to prepare their own tax return. Household income (AGI) must be less than $64,000. Visit MyFreeTaxes.com and file your taxes today!

Questions?

vitainfo@dixie.edu