Thomas College of Business and Economics
Accounting Faculty & Students
Now Offering VITA
(Volunteer Income Tax Assistance)
What Is the VITA Program?
The Volunteer Income Tax Assistance (VITA) Program is a service coordinated and provided by the Internal Revenue Service (IRS) for low- to medium-income taxpayers. Through education provided by the Thomas College of Business and Economics, our students have volunteered to provide this free service to the community helping those to understand and submit their tax returns.
For better assistance, please complete the form below before arriving.
Frequently Asked Questions:
How much does this service cost?
Nothing. It is absolutely free!
What are the eligibility requirements to be a client?
1. Income Limitation:
Thomas School of Business VITA will not prepare returns for households making greater than $72,000.
2. Form Limitations:
UNCP VITA will not prepare these forms under normal circumstances:
- Form 1040 Schedules:
Schedule C (Profit or Loss from a Business), unless you meet Schedule C-EZ criteria but your business expenses are between $5,000 and $10,000.
Schedule D (complicated and advanced Sch Ds, i.e. those involving a high number of transactions)
Schedule E (Rental Income)
- Other forms:
Form SS-5 (Request for a SSN)
Form 2106 (Unreimbursed Employee Business Expenses)
Form 3903 (Moving Expenses)
Form 8606 (Nondeductible IRAs)
Form 8615 (children under 18 with high investment income, AKA "kiddie tax")
- Other Limitations:
o Thomas School of Business VITA will not prepare military, international (US tax returns with foreign-source income), or prior year amended returns. If you need one of these services, contact another VITA site or a paid professional preparer.
o You must be a US citizen, permanent resident (green card holder), or visa holder to use our services.
Do you have walk-in services available?
Yes, however, it is very likely that you will need to drop off your documents and then return later to review them prior to submission to the IRS. In an effort to make sure that all returns are completed to our best ability and not to finish quickly, we have decided the drop of method is the best way to accomplish that goal. We will contact you when the return is ready for approval.
How long will it take to prepare my return?
Every situation is uniquely different. Your return can take 30 minutes, or it can take over 1.5 hours. It all depends on your individual situation. We ask that you give us about 1.5 hours to prepare your return. This is our estimated standard time allotted for every client. Our site closes promptly at 5:00pm on and 1 pm on Saturdays. If you show up within an hour of closing time, we will not prepare your return that day.
My spouse and I would like to file a joint return, what do you need from us?
If you are married and wish to file a joint return, then BOTH spouses must be present. Your spouse does not need to be there the entire time, but he/she needs to be there when you both pick a pin number (authorizing us to e-file on your behalf) and when you both sign the e-file authorization form. We cannot e-file a joint return for you if your spouse is not present. Also, please bring all your required documents with you, including the prior year's return.
Do you prepare state returns? What if I have to file multiple state returns?
Yes, we prepare state returns. We can also prepare and e-file all of your state returns.
Do you prepare amended returns or prior years' returns?
No. We do not prepare these types of returns.
Can I just mail in my return rather than have you e-file it for me?
Yes. However, we strongly recommend that you e-file because it is much faster and much more convenient. You will also get a faster refund, usually within 2 weeks or so, when you opt for direct deposit. If you do not want to e-file, then we can print out your return and give it to you to mail in. You have until April 15th to file the return and pay any outstanding taxes owed.
What do I have to bring with me?
WE PREFER THAT YOU BRING COPIES AND ORIGINALS OF ALL DOCUMENTS.
WE WILL NOT HOLD ORIGINAL DOCUMENTS AND ALL WILL BE RETURNED TO YOU IMMEDIATELY.
- · Required: Photo identification (driver's license, state ID card, passport, visa, or school ID card)
- · Required: Social Security cards (or ITIN cards) for taxpayer, spouse, and all dependents
- · A copy of last year's tax return, if available
- · Copies of Social Security cards or ITN cards are acceptable
- · Wage and Earning Statement(s) from all employers: W-2
- · Interest and Dividend Statement(s): 1099-INT, 1099-DIV
- · Statements for other sources of income: W-2G, 1099R, SSA-1099, alimony, 1099-MISC, etc.
- · Tuition statement for qualified education expense: 1098-T
- · Receipts or other proof of purchase for required textbooks and other educational expenses
- · Childcare provider's tax identification number (either the provider's SSN or the provider's business Employer Identification Number)
- · Statements and receipts for itemized deductions (mortgage interest statements, property tax bills, charitable donation receipts, medical expense receipts, etc.)
- · Receipts for business expenses
- · A check, if using direct deposit for refunds (it must have the bank routing number and account number)
- · If a couple is filing jointly and electronically, both spouses must be present to sign the forms