Cost and Services Available

How much does it cost to use the IRS VITA service at the UVU site?

VITA services are free for those that qualify to use it. You qualify to use VITA if your total income (single, head of household, married filing separately, or married filing jointly) is $56,000 or less.

Can I use the IRS VITA service at the uvu site if I am not a former or current student at UVU?

Yes, VITA services are available to all community members that qualify to use it (i.e., income is $56,000 or less).

Elderly or senior taxpayers may be better served by a Tax Counseling for the Elderly (TCE) site. TCE sites specialize in questions about pensions and retirement-related issues unique to seniors. To locate the nearest AARP TCE Tax-Aide site between January and April use the AARP Site Locator Tool or call 888-227-7669.

Does the irs VITA service at the uvu site prepare both federal and state returns?

Yes, the VITA site at UVU will prepare and e-file* both federal and full-year Utah state returns. The VITA site at UVU will only prepare full-year state returns for other states at the discretion of the site coordinator. However, if you lived or worked in 2 or more states during the tax year, the VITA site at UVU will not prepare partial-year state returns.

* There may be specific situations that require your federal and/or state returns to be mailed in. In this situation, it will be your responsibility to mail your return(s) to the correct taxing authorities by the applicable tax filing deadlines.

What tax situations are within the scope of the irs VITA services at the uvu site?

In general, the following tax situations are within the scope of the IRS VITA services at the UVU site (this list is NOT comprehensive). If you have a question about whether a specific tax situation is within the scope of services provided, please email uvuvita@gmail.com before making an appointment.

  • Wages, salaries, etc. (Form W-2)
  • Interest Income (Form 1099-INT)
  • Dividends Received (Form 1099-DIV)
  • State Tax Refunds (Form 1099-G)
  • Unemployment Benefits (Form 1099-G)
  • IRA Distributions (Form 1099-R)
  • Pension Income (Forms 1099-R, RRB-1099, CSA-1099)
  • Social Security Benefits (Form SSA-1099)
  • Simple Capital Gain/Loss (Form 1099-B)
  • Self-employed Income (Form 1099-MISC) limited
  • Gambling Winnings (Form W-2G)
  • Health Savings Accounts (Form 1099-SA) limited
  • Itemized Deductions limited
  • Education Credits (Form 1098-T)
  • Child Tax Credit
  • Earned Income Credit
  • ACA Statements (Forms 1095-A, B or C)

What tax situations that are outside the scope of the irs VITA services at the UVU site?

In general, the following tax situations are NOT within the scope of the IRS VITA services at the UVU site (this list is not comprehensive). If you have a question about whether a specific tax situation is within the scope of services provided, please email uvuvita@gmail.com before making an appointment.

  • Current year extensions and prior year initial/amended returns
  • Complex Capital Gain/Loss
  • Form SS-5 (request for Social Security Number)
  • Form W-7 (application for individual taxpayer identification number)
  • Form 8843 (statement for exempt individuals)
  • Form W-4 (employee’s withholding certificate)
  • Nonresident returns (Form 1040NR) – contact BYU International Student Services
  • Dual Status Alien elections
  • Schedule C with loss, depreciation or business use of home, inventory, employees, contract labor, or expenses over $25,000, use of actual car expenses such as gas
  • Rental Income
  • 1099-R Box 7 with Distribution Codes of 1, 2, 5, 6, 8, 9, A, B, D, E, J, K, N, P, R, T, U, W
  • Foreign income (Foreign Tax Credit/Foreign Earned Income Exclusion)
  • 1099-Q Taxable Distributions (Box 1 distributions exceeds qualified education expenses for the year)
  • 1095-A shared policy allocation - if your 1095-A has individuals listed on it that are not on your return or you are listed on another person’s 1095-A and not a dependent on their return
  • HSA excess contributions not withdrawn by the due date of the return
  • Non-cash charitable contributions greater than $500
  • 1099-K not related to self-employment income
  • Parts 4 & 5 of Form 8962 (Premium Tax Credits)

Where can I get help with my return if I have too much income or have a tax situation that is outside the scope of the irs VITA services at the UVU site?

You may qualify to use myfreetaxes.com to prepare and e-file a simple (no schedule C, D, or E) federal and state tax returns for free. You will not receive help from IRS VITA volunteers at the UVU site but may have the ability to get help from tax professionals via phone, email, or chat on the myfreetaxes.com website.

If you do not qualify to use the IRS VITA service or myfreetaxes.com, you will need to consult with a tax professional for assistance with preparing your federal and/or state returns.

Can I prepare my own return and have a volunteer or site coordinator at the irs vita services at the UVU site review it?

No, it is not within the scope of the IRS VITA services at the UVU site to review self-prepared tax returns or returns prepared by other individuals.

Does the irs VITA site at UVU provide tax consulting/tax planning services?

No, it is not within the scope of the IRS VITA services at UVU to provide tax consulting or tax planning services.

How do I know that my federal and/or state returns were e-filed and accepted by the IRS and/or the appropriate state taxing authority?

If your federal and/or state return is not successfully e-filed, you will receive an email from uvuvita@gmail.com within 3 days of your appointment explaining why it has been rejected and how to resolve it. Otherwise, you can consider your federal and/or state tax return successful e-filed.

Can you answer general tax questions?

It depends on how simple or complicated the tax question is. Tax law is complex and the correct answer often depends on each individual taxpayer’s fact and circumstances. You can email your tax question to uvuvita@gmail.com and we will do our best to answer it or encourage you to consult with a tax professional.

Appointments

Do I have to have an appointment or can I just walk-in?

The IRS VITA site at UVU only prepares returns by appointment. Appointments are first come, first serve. You can schedule an appointment here.

Where is the IRS VITA site at UVU located?

The service is located in the Money Management Resource Center (MMRC) located in the Woodbury Business building in room WB 147.

What do I do if there are no available appointments or the available appointments don’t fit with my schedule?

Available appointments are based on the availability and capacity of the volunteers. New appointments become available as volunteer schedules change or through cancellation of appointments. Check back daily to see if any appointments have become available. If not, you can locate an alternate IRS VITA site here.

What if I need to reschedule or cancel my appointment?

If you need to reschedule or cancel your appointment, please use the links provided in the appointment confirmation email you received when you initially scheduled your appointment. Appointments cannot be cancelled or rescheduled within 24 hours of your appointment time using the link in your email.

If you cannot find your initial appointment confirmation email or you are trying to cancel or reschedule within 24 hours of your appointment time, please email uvuvita@gmail.com and let us know you need to cancel or reschedule your appointment. 

No Show Policy:  If you don't show up to your appointment, the IRS VITA site at UVU reserves the right to block you from scheduling future appointments. 

Late Policy:  If you are more than 15 minutes late to your appointment, the IRS VITA site at UVU reserves the right to cancel your appointment.

What do I bring to my appointment?

You must bring ALL required information to your appointment. If you don’t, we will not be able to complete your return at your appointment and you will have to return.

You will be asked to fill out an Intake/Interview Form when you come in. If you would like to complete it before your appointment, you can find a copy here.

  1. A photo ID for you and your spouse (if married filing joint)
  2. Social Security cards (physical card) for every individual listed on the tax return (you, spouse, children, and other dependents)
  3. Wage and earnings statements (Form W-2, W-2G, 1099-R,1099-Misc, etc.)
  4. Interest and dividend statements from banks (Forms 1099 INT/DIV)
  5. STUDENTS ONLY: Form 1098-T and any receipts for books and materials you bought during the tax year
  6. Proof of bank account routing and account numbers for direct deposit (tax refund) or electronic funds transfer (tax due)
  7. For married filing joint, both spouses must be present in order to complete the return and file electronically
  8. Forms 1095-A, 1095-B, or 1095-C related to health insurance coverage (if applicable)
  9. Form 5498-SA and Form 1099-SA related to HSAs (if applicable)
  10. All other official tax forms received that are not listed above
  11. A copy of last year’s federal and state returns (strongly encouraged)

Social Security Cards

What if I forget to bring my social security card to my appointment?

Without the appropriate social security card documentation, we will not be able to complete your return at your appointment and you will have to come back at a later time to present your social security card so we can complete your return.

What if I don’t have my actual social security card in my possession?

In order to protect your social security number from scams and identify theft, our first preference is to have you bring your actual social security card to your appointment. However, we will accept a picture of your actual social security card PLUS a photo ID (to validate your name) or a prior year tax return (to validate your name and social security number).

What if I have lost my actual social security card?

In order to protect your social security number from scams and identify theft, you will need to request a replacement Social Security Number (SSN) Card from the nearest Social Security Administration office (Utah residents are not able to request a replacement card online yet). For more information, click here.

The name on my social security card does not match my current name. Does this matter?

The name on the tax return will need to match the name on your social security card EXACTLY! If it doesn’t, your return will be rejected by the IRS and any refund will be delayed until the issue is resolved. The VITA site will prepare your return using the name and social security number shown on your social security card.

Non-US Citizens, Military, and Senior (60+) Returns

Does the VITA site at UVU prepare returns for non-US students on an F-1/J-1 visa?

Yes, but only if you have been in the US on an F-1 or J-1 visa for at least 5 years (one day in the US in any year = 1 year in the US).

If you have not been in the US for at least 5 years, your filing requirements are different and our volunteers are not certified to prepare your return. Please contact BYU International Student Services at (801) 422-2695 or here for assistance.

Does the VITA site at UVU prepare Form 8843 for non-US students on an F-1/J-1 visa?

No, the preparation of Form 8843 (Statement for Exempt Individuals and Individuals with a Medical Condition) is not within the scope of the services provided at the VITA site at UVU.

Does the VITA site at UVU prepare returns for members of the military and veterans?

No, our volunteers are not certified to prepare returns for active-duty service members and military retirees. Please contact Hill Air Force Base for assistance by calling (801) 777-1040.

Does the VITA site at UVU prepare returns for elderly or senior (60+) individuals?

Yes. However, you may be better serves by a Tax Counseling for the Elderly (TCE) site. TCE sites specialize in questions about pensions and retirement-related issues unique to seniors. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.

A majority of the TCE sites are operated by the AARP Foundation’s Tax Aide program. To locate the nearest AARP TCE Tax-Aide site between January and April use the AARP Site Locator Tool or call 888-227-7669.

Extensions & Prior Year Returns

Does the VITA site at UVU prepare prior year federal and/or state returns?

No, the preparation of prior year federal and state returns is outside the scope of services the VITA site at UVU provides.

How can I get a copy of a prior year tax return prepared by UVU VITA?

From February 1st through April 15th, you can request a copy of prior year returns by sending an email request to uvuvita@gmail.com. In order to protect your personal information (especially your social security number), you will need to personally pick up your return and show your photo ID. We will NOT mail or email copies of tax returns.

From April 16th through January 31st, the UVU VITA site is closed so you will need to request a copy of a prior year tax return from the IRS, here.

Does the VITA site at UVU prepare extensions so I can file my federal and/or state return(s) after the filing deadline?

No, the preparation of federal and state extensions is outside the scope of the services the VITA site at provides.

IRS Audits and Notices

Does the VITA site at assist with IRS notices or IRS audits?

No, our volunteers are not certified to assist with IRS tax notices. You should contact a tax professional for assistance. You can also contact the Low-Income Taxpayer Clinic here to see if they are able to assist you.

Is the VITA site at UVU responsible if the IRS or state tax authority audits my return and determines it is incorrect?

No because VITA volunteers are not paid preparers which is why they do not sign your federal and/or state tax returns. You are completely responsible for all information contained (or not contained) in your federal and state tax returns. In addition, you are fully liable for the results of any IRS or state tax authority audit results. In addition, you are responsible for maintaining all the appropriate documentation to support all items reported in your federal and state tax returns.

Refunds & Change of Address

How do I change my address with the IRS?

Anytime you change addresses, you should inform the IRS so that you can receive correspondence for current and prior year tax returns. For more information on how to notify the IRS of a change of address, click here

  

When will I receive my refund?

If your return was e-filed and you chose to have your refund directly deposited into your bank account, the IRS generally issues most refunds within 21 days. If you paper filed your return or requested a refund check, it can take 4-6 weeks to receive your refund.

If it has been 21 days since your return was e-filed or 6 weeks since you mailed in your return, you can check the status of your refund, here.

Miscellaneous

How can I report discriminatory or unethical behavior at the VITA clinic at UVU?

If you see any discriminatory or unethical behavior at the UVU VITA clinic and would like to report it to the UVU VITA site coordinator, please email uvuvita@gmail.com. If you feel it is more serious, you can email IRS at wi.voltax@irs.gov