VITA (Volunteer Income Tax Assistance)
What is VITA?
VITA (Volunteer Income Tax Assistance) is an IRS-sponsored program which provides income tax preparation services free of charge to our community.
Who qualifies for VITA?
- Individuals earning less than $52,000 a year
- Taxpayers with small businesses (sole proprietors only) that do not own depreciable assets and only if income and expense items are subtotaled and organized by the taxpayer ahead of time.
Who will be preparing my tax returns?
Fully-trained MSU accounting students.
What type of returns does VITA prepare?
The student-volunteers will be preparing federal and state returns for 2013 only. Volunteers will not prepare amended returns unless it is to correct errors that our volunteers have made at our site.
Where are we located?
Our tax clinic is located on the 3rd floor of Old Main, room 314 on the Minot State University campus.
When is the tax clinic open?
How do I make an appointment?
The MSU site will begin assisting clients on Monday, February 23rd. Our regular hours of operation are Mondays from 3:15 p.m. to 7:15 p.m. Our last date to serve clients this season is Monday, March 30th, 2015.
Please note that VITA volunteers will only be at this location during the specified dates and times. Please do not attempt to visit the program volunteers at this location during any other time as no one will be there to assist you.
To serve you better, we will see clients only by appointment and will not accept any walk-ins. In order to make an appointment, you must call (701) 858-3122 during the times below.
Beginning on February 9th, 2015, you may call our Call Center (701) 858-3122 to schedule your appointment. If you reach our voicemail, a message will explain the times and dates a telephone operator will be present to take your appointment. Please do not leave messages on this number.
Please do not call to schedule an appointment until you have received all of your required documentation and be sure to have it handy when calling.
When should I call to schedule my appointment?
Call Center days and times are:
Monday: 11:00 a.m. - 1:00 p.m. and 2:00 p.m. - 4:00 p.m.
Tuesday: 9:30 a.m. - 2:00 p.m.
Wednesday: 11:00 a.m. - 1:00 p.m.
Thursday: 10:00 a.m. - 2:00 p.m.
Friday: 3:00 p.m. - 5:00 p.m.
There will be no one available to answer the phone on the following dates:
The Call Center will be closed on February 16th, April 3rd, and April 6th and will also be closed during the week of March 16th.
If the University is closed due to inclement weather, the Call Center and VITA will also be closed. Be advised that if your appointment is cancelled, we may not be able to reschedule you for the season.
Where do I park during my appointment time?
If you are scheduling your appointment before 4:30 p.m., you will need to provide the Call Center with the make and model of your car and your license plate numbers. When you arrive, you must park in the visitor's parking spaces in front of Old Main (E Lot). When you arrive on site, on the 3rd floor of Old Main, you will be given a visitors pass which you will need to immediately place in your vehicle to avoid a parking ticket (These tickets are turned over to the City of Minot if remain unpaid).
For appointments after 4:30 p.m., you may park in the E lot without a permit.
You are required to bring the following documentation to your appointment:
Completed Intake form (enclose)
Copy of last year’s federal and state return (even if you had them prepared by us)
Valid Picture ID of yourself and spouse (valid driver's license or passeport)
Birthdates for you, your spouse, and your dependents
Social security cards for you, your spouse, and your dependents (If you have misplaced a card, go to the Social Security office in town to apply for a duplicate. Bring us a stamped receipt with the card number on it.) If you do not bring all social security cards or the proper receipt, you will not be served.
- Forms1095 -Health Insurance or Affordable Health Care Statements
- Health Insurance Exemption Certificates, if received
If you receive a 1099-B, bring basis information for any securities sold in the year. (Contact your investment broker for this information if it is not shown on the form. You need this information even if the funds were automatically reinvested. We cannot prepare your return without your investment’s basis.)
Wage and earnings statements (i.e. W-2 and 1099-MISC) and the amount of all other income received by you, your spouse, and your dependents.
Interest and dividend statements
Child or dependent care provider’s address and tax identification number for the Child/Dependent Care Credit and total amounts paid to each provider for each qualifying child or dependent.
Proof of account number and routing transit number of the financial institution for direct deposit into a savings or checking account. (Acceptable proof is a voided check for checking accounts or a voided deposit slip for savings accounts.)
Form 8332 or copy of divorce decree if you are a non-custodial parent claiming the child
If you receive a 1099-Misc, bring record of related expenses and business miles
- if you receive 1099-A or 1099-C, bring information related to the foreclosure or cancellation of debt.
Your real estate tax bill and proof of payment made in 2014, even if you don’t normally itemize deductions.
Proof of home purchase made in any year between 2008 - 2014 (closing documents) including any information regarding a First-time Homebuyer Credit you received (Forms 1099-A or 1099-C)
Form 1099-SA and/or Form 5498-SA regarding Health Savings Accounts
Proof of sales tax paid on new (not used) vehicle purchased in 2014.
Form 1098-T for tuition and scholarship information
Any other relevant income and expenses information
Bank routing numbers and account numbers for direct deposit of your tax refund.
If you are married and filing jointly, both spouses must be present to sign the required forms before it can be e-filed.
Your return will be electronically filed (e-file) and if you are due a refund, you can expect to receive your refund within 2-3 weeks, provided your return is not rejected. Rejections occur because of incorrect social security numbers, incorrect birth dates, incorrect dependency status, attempting to claim yourself or a dependent that has already been claimed by someone else, or other errors made by the client or the preparer. You must know your dependency status before coming to the site.
If your return results in an amount due to the IRS and/or state(s) for the current year's return, you may e-file any time before the due date and you may wait until April 15th to pay the amount due.
Carla Cabarle, CPA
Department of Accounting and Finance
Director, MSU VITA program