• Photo identification (for you and your spouse, if filing jointly)
• Social Security card or ITIN for each family member
• W-2 forms for all jobs, all 1099 or 1098 forms and information on other income received
• Child care provider information
• A voided check for direct deposit
• Last year's tax return
• Click here for a detailed list of What to Bring.

We’re trained and certified by the IRS. That means that we’ve had to go through rigorous training and extensive testing to make sure that we know how to prepare your tax return correctly.

We’re fast. Did you know that when you pay for a rapid refund, you’re actually taking out a loan? And sometimes, those loans will charge you up to $400 in interest, in addition to the up-front fees! If you file electronically through VITA, you will securely receive your refund in your bank account in 7 to 10 days. And it will cost you NOTHING! Don’t have a bank account? No problem! We have access to other programs that will get your refund to you securely and quickly at NO COST to you.

We’re FREE. We provide a free alternative to those other places that will charge you a high fee to get your refund. Why pay for your tax prep when we’ll do it for free? Surely, you can think of better ways to spend your hard-earned money than on a tax preparer whose only real concern is getting the highest fee possible from you.

We provide access to resources that will help you build wealth, get out of debt, and find financial stability. We’ll help you plug in to resources such as Utah Saves, Individual Development Accounts, low-cost checking and savings accounts, and more. We won’t sell you anything — just give you the information you need to make good decisions for your financial future.

All Free Tax Sites WILL PREPARE returns with:

• Wage and income statements, Form W-2, W-2G, 1099-R
• Interest and Dividend Income, Form 1099-INT & Form 1099-DIV
• Earned Income Tax Credit
• Child Tax Credit & Additional Child Tax Credit
• Child & Dependent Care Credit
• Education Expenses, including scholarships & student loan interest deduction
• Social Security & Disability Income
• Unemployment Income
• Alimony Income or Deduction for Payment of Alimony
• Misc Income – prizes, gambling income, jury duty

Some Free Tax Sites will prepare returns with:

• Schedule A (Itemized Deductions) - Home mortgage interest, charitable
• contributions, medical expenses, real estate taxes
• Schedule C-EZ - Business or self-employment Income (1099-MISC or other income documentation) with expenses of less than $5000
• Schedule D - Capital gains and losses
• Schedule K-1 Income (interest and dividends only)
• Health Savings Account (HSA)
• Income due to foreclosure or forgiveness of debt

To ensure you go to a free tax site that prepares returns with this income, dial 2-1-1 or 1-888-826-9790

Free Tax Sites WILL NOT PREPARE returns with:

• Schedule C - Business or Self-employment Income
• Schedule C-EZ - Business or Self-employment Income with net losses
• Schedule E (Rental Income)
• Schedule F (Farm Income)
• Form 3903 (Moving Expenses)
• Complicated or Advanced Schedule D (Capital Gains or Losses)
• Form 2106 - Complex Employee Business Expenses
• Combat Zone Pay

If you have any of the above types of income or deductions and you are a Military Active Duty, retiree, or reservist on Active orders, or a dependent of those, you may call Hill Air Force Base Tax Center at 1-801-777-1040 during the tax season for information. You must have a Military/Retiree/Dependent ID card to access the base and have your return prepared.

Not all VITA sites can prepare returns with all types of income or expenses. Some of the issues are complex and require volunteers with Advanced Certification. Please verify with the 211 Operator or the Greeter at the site that your return can be prepared at the VITA site.

If you have income that free tax sites will not prepare, you do not qualify for free tax preparation services. Try Free File online and prepare your own tax return for free.