VITA tax preparation clinics are held on the second floor of the Iowa City Public Library, 123 S. Linn St., Iowa City. You must be a resident of Johnson County and make less than $64,000 to schedule an appointment for tax preparation assistance. Most appointments will last around 2 hours.
Appointments for VITA tax preparation services are very limited given
the number of volunteer tax preparers. If there are no appointment times currently available please check back frequently. Additional appointment times will be added weekly!
You also have the option to prepare and file your own return for FREE if your 2023 income was less than $79,000. Email fileforfree@johnsoncountyiowa.gov for a link to the software. Tax assistance from IRS certified tax preparers is available on the
second floor of the Iowa City Public Library Mondays 2:00 -8:00 and
Saturdays 11:00 - 5:00 from February 10, - April 13. Appointments are not
necessary for self completed returns.
We are excited to be able to provide you with tax services. Please understand that this is a volunteer - based service. VITA volunteers are donating their time and talents because they want to help people. We are doing our best to provide tax preparation to as many people as possible. We look forward to seeing you soon
ITEMS YOU MUST BRING
- Driver’s license, state photo ID, or other government issued photo ID for you (and your spouse if filing a joint return)
- Social Security cards or Individual Tax Identification Number (ITIN) Letters for everyone on the return (you, spouse and dependents)
- If you need a replacement social security card, go to https://www.ssa.govnumber-card to find the best way to get one
- If you or a dependent, needs an ITIN, we can help you apply for one.Bring your passport and the passport of the person who needs the ITIN to your VITA appointment.
- Birthdates for you, your spouse, and all dependents
- Wage and earning statements (Form W-2 or 1099-NEC) from all employers in 2023
- Social Security year-end benefit statement (SSA-1099) you received
- 1099-R (retirement distribution statement) forms you received
- Bank interest (1099-INT) forms you received
- Any other income-related forms you received including 1099-MISC (other income), 1099-G (government payments, including unemployment), 1099-B (brokerage statements), and W-2G (gambling income)
- If you had Healthcare.gov health insurance, your 1095-A form
- Bank routing number and checking/savings account number if you want direct deposit
- Last year’s state and federal tax return if you filed
- IRS Identity Protection Personal Identification Number or IPPIN, if you have one
- Any letters received from the IRS
- To file taxes electronically on a married-filing-jointly tax return, both spouses must be present to sign the required forms.
ITEMS TO BRING IF THEY APPLY TO YOU- Amount of interest from bank accounts if no 1099 issued. You can bring a year-end statement.
- Proof of child care expenses paid (statement from provider with EIN# or Social Security #)
- Student loan interest statement (1098E)
- Tuition statements (1098T) for you, your spouse, or your dependents
- If you are a K-12 teacher, total of unreimbursed classroom expenses
- If you installed energy efficient home items such as windows, furnace, insulation, the receipt for the amount you paid
- Statement of how much money you put into an IRA
- Any other information you have that you think may be related to your return
IF YOU ARE SELF-EMPLOYED, INCLUDING DRIVING LYFT OR UBER
- A list of income including tips and any 1099- NEC forms you received
- A list of your business expenses, totaled by category
- Business mileage totals
- IF YOU OWN A HOME OR PAID OVER $2,000 OUT-OF-POCKET FOR MEDICAL EXPENSES
- Mortgage interest statement (1098)
- Property taxes paid in 2023 if they are not on your mortgage statement
- Receipts for charitable contributions and the total
- Vehicle registration amount
- Out of pocket medical payments, including health insurance premiums, medical, dental, vision, hospital, pharmacy costs, and mileage to and from medical appointments.