Scope of VITA

Eligibility:

  • Taxpayer must make less than $54,000 per year.
  • We file BOTH California state and federal tax returns
WE WILL PREPARE: WE WILL NOT PREPARE:
• Form 1040, 1040A, 1040-EZ, 1040X (2015-2016)
• With Schedule 1, 2, 3 & EIC
• With Schedule A, B, EIC & R
• Form 1040 – V
• Form 1040 –ES
• Form 2441 (Child and Dependent Care Credit)
• Form 8863 (Education Credits)
• Form 8812 (Additional Child Tax Credit)
• 1098-T (Scholarship)
• W-2s
• Schedule CEZ & C (Profit or Loss from Business)
• Schedule D (Capital Gains and Losses)
• Schedule E (Rents & Losses)
• Form SS-5 (Request for Social Security Number)
• Form 2106 (Employee Business Expenses)
• Form 3903 (Moving)
• Form 8606 (Non-deductible IRA)
• Form 8615 (Minor’s Investment Income)
• 1040NR, 540NR
• 1040X-Amended Return (before 2015)
• Schedule K (Partnership)
• Non-California state returns

 Please see a paid preparer for assistance with returns that is out of scope.