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  • Home
  • Breaking News/How Tos
  • Training
  • Certification Help
  • Coordinators
  • Spanish/Espanol Training
  • Filing Status
  • Income
    • CAPITAL GAINS
    • Schedule K-1
    • Retirement
  • Self Employed
    • Rideshare Info
  • Adjustments to Income
  • Credits
  • Education Credit
  • Healthcare Info
  • Quality Review & Print Sets
  • Refunds
  • Balance Due
  • Scope of Service
  • PRACTICE SCENARIOS
    • Advance Scenario #2
    • Advance Scenario #3
  • Foreign Student
  • W-4 INFO
  • W-7 ITIN APPLICATION
  • FAFSA
  • VALET DROP OFF
  • CERT ACCEPT AGENT
  • Veteran Refund
  • FSA SITE INFO
  • Migrant Workers
  • Financial Literacy
  • LITC
  • Volunteering SWFL
  • Amendment
  • 9LESSONS
  • Consent Form
  • CE CREDITS
  • Scenarios
  • Getting Started
  • POA
  • Greeter Intake
  • VOL Agreement
  • New Page
  • TAXHELP
  • Transcripts
  • HSA

Scope of service

Out of Scope=We can't do at VITA :(
In Scope=You can do IF you are certified to do it AND have a reviewer who is certified as well. (Found in the beginning of PUB 4012)
Changes to Scope for TY2019
The following changes were requested by SPEC field employees and partners and are now in scope to better serve VITA/TCE clients:
• Form 1099-INT boxes 10,11,12 and 13
• Form 1099-OID boxes 5 and 10
o Enter the information just as it appears on the information reporting documents (type what you see) and TaxSlayer software will complete the calculations.
• Form 1099-PATR, with limitations. If the taxpayer confirms that the dividends in box 1 were solely paid on items bought for personal use (for example, fuel for personal vehicle), the amount of the dividend is not included in income and entry on the tax return is not required. If there are any entries on Form 1099-PATR other than box 1 or if dividends in box 1 are considered taxable income, then the return will continue to be out of scope.​
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Contact Me
You can contact me at maryvitataxes@gmail.com 
Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17. ​