Welcome to the University of Oregon Volunteer Income Tax Assistance Program!

VITA stands for Volunteer Income Tax Assistance. We work on behalf of the IRS to serve the Lane County community in completing their tax returns by the 2025 deadline.

If you have questions about the program, please email our Site Coordinator Madeleine Powell at mpowell8@uoregon.edu.

INFORMATION FOR TAXPAYERS

Below is important information for taxpayers who would like to use our services this tax season. If you have any questions feel free to reach out to Madeleine Powell at mpowell8@uoregon.edu.

CLIENT INTEREST FORM:

We are excited to assist you this tax season! To help us anticipate workflow and better prepare for your visit, we ask that you fill out our client interest form here.

SITE OPERATIONS THIS YEAR:

Our site model operates on an in-person model. We will only prepare returns on-site and are unable to accommodate any distance/remote returns.

IMPORTANT REMINDERS FOR TAXPAYERS:

Please remember to bring the following with you:

  • Photo ID

    • for both spouses, must be valid

  • Social Security Card AND Dates of Birth

    • You must bring either a Social Security Card (Physical or Electronic) or an official government form that contains the entire Social Security Number

      • W-2s are not a valid form of social security identification

    • For all people on the tax return (You, spouse, all dependents)

  • W-2 Forms

    • These are forms showing your wage and tax information

    • Bring one from each employer in 2024 (if you had two jobs & employers bring 2 W-2 forms)

  • 1099 Forms

    • These show your sources of income (interest, dividends, other sources)

    • From banks, brokerages, contract work, or any other source of income

  • Proof of Deductible Costs

    • Receipts showing education expenses including books

    • Proof of daycare costs

    • Charitable contribution receipts

    • Proof of any other deductible costs

  • Form 13614-C

    • Download here and complete the form prior to VITA intake/interview (Click here for Spanish version)

    • We will also have copies in both English and Spanish available on-site

  • 1095-A, -B, or -C Form

    • Shows health coverage

  • 1099-SA Forms

    • If you have a health savings account

OPTIONAL:

  • Checking Account & Routing Number

    • Bring only if you want your tax return to be deposited directly into your account

    • Bring a blank check to show this information

  • Prior Year Tax Returns

MAKE SURE WE CAN PREPARE YOUR RETURN:

  • Please consult the official IRS Scope of Service list here

  • All volunteers will be certified at the advanced level, not the military or international level

DATES OF SITE OPERATION:

We will be accepting clients from 11:00 AM - 2:00 PM, or whenever the Site Management staff determines that capacity has been reached, in the Lillis Business Complex on each of the following dates. The preparation and review timeline takes approximately 2 hours, so please ensure that you can be physically present for the entire time. See below for the dates of operation:

February 2025

  • 8th

  • 15th

  • 22th

March 2025

  • 1st

  • 8th

April 2025

  • 5th

  • 12th

 

BECOMING A VOLUNTEER

If you would like to become a VITA volunteer, you can find information below:

If you have any questions feel free to reach out to Jeremy Brands at mpowell8@uoregon.edu