VITA 

Volunteer Income Tax Assistance Program

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Volunteer Income Tax Assistance Program – VITA 2022

Iowa State University accounting students will be offering free tax preparation services through the IRS Volunteer Income Tax Assistance (VITA) program this season. Taxpayers with household incomes of $58,000 or less are eligible for basic return preparation services. We are unable to prepare returns where there are a lot of transactions for capital gains and losses. Nor are we able to prepare returns involving Bitcoin trading. For a complete listing of the returns that we will prepare at VITA, please review this IRS publication. If your return is complicated or does not fall within the guidelines for VITA, please see a professional preparer for assistance. Free electronic filing (e-filing) of eligible federal and state returns is also available.

The VITA program at Iowa State is located in the Gerdin Business Building on the Iowa State campus. The program will be offered beginning February 21, and run through April 13, except for the week when Iowa State University is on spring break (March 14 – 18).

Make an Appointment

Please visit https://isuvita.setmore.com to make an appointment. Appointments will open up February 1. Please note, once the appointments are full, the website will not allow you to select any of the time slots even though you can see the time slot you desire.

Also, the actual tax preparation process may take up to 2-3 hours, so please plan accordingly the day of your appointment.

Parking

Free parking is available at the East Campus Parking Deck, across the street from the Gerdin Business Building, on Monday and Wednesday evenings after 5:30. Paid parking is available at the Memorial Union Parking Ramp during all sessions. CyRide also has stops outside the Gerdin Business Building; visit the CyRide site for route details, cyride.com.

Preparation

We will review all of your information at the beginning of your appointment to ensure your return falls within our guidelines. Please be advised that if your return falls outside of our guidelines, we will not be able to prepare your return.

Taxpayers should bring the following to the VITA site to have their returns prepared:

  • Proof of identification
  • Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year’s Federal and State tax returns
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • Total paid for day care provider and the day care provider’s tax identifying number (an individual’s Social Security Number or the business’ Employer Identification Number)
  • To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.
  • You must also know whether you are being claimed as a dependent on another person’s tax return.

For further information, contact Chris Moon, at cmoon@iastate.edu or isuvita@gmail.com. For more information about the program, visit the IRS web site, irs.gov.