VITA free tax preparation for seniors and low to moderate income individuals.

Starting February 1, 2024, those looking to file must call (712) 252-1861 (ext. 101) and leave a name and phone number (leave only one message). Caller will get a call back as soon as possible to schedule their appointment.

Center for Siouxland is a year-round VITA site subject to volunteer availability. The site will remain open through June with regular hours and after June on an as-needed basis.

VITA can help file the previous 3 years' returns; however, filer must have ALL tax forms for the previous years. There is no way for VITA to find this information.

If filer is married and filing a joint tax return, both spouses must be present.

LIMITATIONS:
A return cannot be filed by VITA if any of the following are true:
-- Filer owns rental property (i.e., filer is the landlord)
-- K-1 income unless it is interest, dividends and royalties (these types are approved)
-- Filer gains from the sale of assets other than stocks and mutual funds (e.g. sale of land, options or virtual currency are out of scope)
-- Non-cash charitable contribution of over $500
-- Farm income (or loss)
-- Self-employed SEP, SIMPLE and qualified plans
-- Cancelation of debt income other than personal credit card debt or qualified principal residence indebtedness
-- Nondeductible IRAs
-- Nonresident aliens who do not meet the green card or substantial presence test and are not married to a U.S. citizen or resident alien
-- Students on an F, J, M, or Q Visa or Teachers or Trainees on a J Visa
-- Small business income if that business has any of the following: Employees; Payments to independent contractors; A loss for the year; Business maintains inventory; Total expenses over $35,000; Hobby or "not-for-profit" income; Business use of home; Depreciation

The above is a partial list of areas VITA is not trained in. If a filer has an unusual item, the filer should please note the item when scheduling an appointment.

For more information, visit the website https://centerforsiouxland.org/vita-income-taxes