VITA: Return Types

We will prepare

Income below $54,000
W-2 Wage and Tax Statement 1099-S* Sale of Home
W-2G Gambling Winnings 1099-MISC* Self-employed Income
1099-INT Interest Income 1099-C* Cancellation of Debt
1099-DIV Dividends Received 1099-SA* Health Savings Accounts
1099-G State Tax Refunds 1095-A, B, or C Affordable Health Care Statements
1099-G Unemployment Benefits 1098-T Education Credits
1099-R IRA Distributions Schedule 8812 Child Tax Credit
1099R, RRB-1099, CSA-1099 Pension Income Schedule A Itemized Deductions
SSA-1099 Social Security Benefits Schedule EIC Earned Income Credit
1099-B Simple Capital Gain/Loss Form 1040X* Prior Year and Amended Returns

* Means limited to the scope of SFSU VITA operation

We cannot prepare

Income above $54,000
Married Filing Separately SS-5 Request for Social Security Number
Self-employed with Business Expenses greater than $10,000 8606 Non-deductible IRA
Schedule E Supplemental Income and Loss - if with rental income 8615 Minor's Investment Income
Schedule C Profit or Loss from Business - if with losses SS-8 Determination of worker status for purposes of federal employment taxes and income tax withholding
Schedule D Capital gains and losses - if complicated/advanced