Free tax preparation for individuals is available to all ages and most occupations.

Households with income over $64,000 can only be served by sites with a ‘+’ after the location.

(In Person or While-U-Wait) In Person sites prepare your return in your presence. While-U-Wait sites prepare your return while you wait outside of the tax preparation room. Either way you leave the same day with a completed and electronically filed tax return.

(Drop-Off) During an initial visit to the site, you leave your tax documents with a volunteer. Your documents are used throughout the return preparation process and securely stored when not in use. In a second visit, you work with a volunteer to finalize the filing of the tax return. You leave with your tax documents and a completed and electronically filed tax return.

(Scan) During an initial visit to the site, a volunteer digitizes your tax documents and returns them to you on the spot. The digital copies of the documents are securely stored and used throughout the return preparation process. In a second visit, you work with a volunteer to finalize the filing of the tax return. You leave with a completed and electronically filed tax return.

**SITE FULL** Means all appointments are filled unless there happens to be a cancellation.

Only one federal return (and related state returns, if applicable) per appointment.

WHEN YOU COME FOR YOUR APPOINTMENT, YOU WILL NEED:

• Government-issued picture ID for each taxpayer.
• Proof of Social Security and ITIN numbers for all individuals named on your return.
• Filled out Intake Form provided by site or download VITA/TCE Intake Form or AARP Tax-Aide Intake Booklet.
• Proof of bank account routing and account numbers for direct deposit or debit. (Bring a voided check, not a deposit ticket.)
• Tax information such as Forms W-2, 1099, 1098, 1095.
• All taxpayers to sign the return.
• Last year’s tax return.

The more information you bring, the more accurately we can prepare your return.  If you’re not sure, bring it!  

• Self-employment if there are employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements, or other complicating factors.
• Hobby income or other activities not for profit.
• Complicated capital gains/losses, such as futures or options.
• Rental income.
• Royalty income with expenses if not from self-employment.
• Tax on a child’s investment and other unearned income (kiddie tax).
• Farm income or expenses.
• Some income, deduction, or credit items that are not included in our training.
• Alternative minimum tax, additional Medicare tax, or net investment income tax.
• Foreign financial asset reporting requirements.
• Any return where the answer to the digital asset (virtual currency) question on Form 1040 is “yes.”