Will Prepare

  • 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 (Form 1099-R, RRB-1099-R, CSA-1099)

  • Social Security Benefits (Form SSA-1099, RRB-1099)

  • Simple capital gain/loss (Form 1099-B) limitedI

  • Sale of main home (Form 1099-S) limited

  • Prior year and amended returns

  • Self-employed income (Form 1099-MISC, Form 1099-NEC) limited

  • Gambling winnings (Form W-2G)

  • Cancellation of debt (Form 1099-C) limited

  • Health savings accounts (Form 1099-SA) limited

  • Itemized deductions limited

  • Education credits (Form 1098-T)

  • Child tax credit

  • Earned income credit

  • Health insurance statements (Form 1095-A, B, or C)

  • Credits for sick leave and family leave for certain self-employed individuals (Form 7202)

  • Economic impact payments (Recovery Rebate Credit)

Will Not Prepare

  • Married filing separate returns

  • Schedule C with loss, depreciation, or business use of home

  • Complicated Schedule D (capital gains and losses)

  • Form SS-5 (request for Social Security Number)

  • Form 8606 (non-deductible IRA)

  • Form 8814 (child taxed at parent’s tax rate)

  • Form SS-8 (determination of worker status for purposes of federal employment tax and income tax withholding)

  • Parts 4 & 5 of Form 8962 (Allocation of policy amounts / Alternate calculation for year of marriage)

  • Returns with casualty/disaster losses

We may be able to help with some of these situations, depending on the availability of our advanced volunteers. Please give us a call at (209)384-1329 or email us at VITA@unitedwaymerced.org to discuss your specific situation to see if one of our sites can help.