Services

UMSL VITA volunteers are trained to prepare:

  • Form 1040 EZ
  • Form 1040 A including Schedules 1, 2, 3, EIC
  • Form 1040 including Schedules A, B, EIC, R
  • Form 1040 V
  • Form 1040 ES
  • Form 2441 (Child and Dependent Care Credit)
  • Form 8812 (Additional Child Tax Credit)
  • Form 8863 (Education Credits)
  • Missouri Individual Tax Returns
  • Missouri Property Tax Claims (The "Circuit Breaker")
  • Illinois Individual Tax Returns

UMSL VITA volunteers will not prepare:

  • Schedule C (Profit or Loss from Business)
  • Complicated 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 Expenses)
  • Form 8606 (Nondeductible IRA)
  • Form 8615 (Minor's Investment Income)
  • Any other complicated tax returns that our volunteers are not trained or certified to prepare

What you must bring:

  • Photo identification
  • Social Security cards for you, your spouse and dependents and/or a Social Security number verification letter issued by the Social Security Administration
  • Birth dates for you, your spouse, and dependents on the tax return
  • Current year's tax package, if you received one
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year's federal and state returns, if available
  • Bank routing numbers and account numbers for direct deposit
  • Total paid to day care provider and the day care provider's tax identifying number

What we must keep:

  • The IRS requires us to keep a copy of Form(s) W-2 and Form(s) 1099 until December 31 of the calendar year when a tax return is e-filed. Form 13614-C will also be retained until December 31.
  • The IRS requires us to keep a copy of Form 8879 and an electronic copy of the tax returns for three years. Signed consent forms for the use and disclosure of tax return information will also be retained for three years
  • We shred all copies of photo IDs and Social Security cards immediately after the IRS has accepted the electronic tax return.
  • We never share private information about our clients to outside parties.
  • Taxpayers are protected by the Privacy Act of 1974. Additional information is detailed in IRS Publication 4299, Privacy and Confidentiality - A Public Trust.