Electronic tax

USI students who want to prepare their taxes through the Volunteer Income Tax (VITA) program

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As part of the Volunteer Income Tax Assistance (VITA) program, students at the University of Southern Indiana’s Roman College of Business will provide free federal and state income tax preparation on Monday evenings. The service is open to students, faculty, staff and the general public.

The sessions will be held by appointment only at the Business and Engineering Center on the following Mondays: January 31, February 7, 14, 21 and 28; and March 14 and 21. Meetings will be available at 5:00 p.m. and 6:45 p.m. All participants are required to wear masks or face coverings during the tour, and social distancing protocols have been put in place to ensure the safety of students and some participants.

“We are delighted to continue to provide free tax preparation to members of our USI and the surrounding community with protocols in place to ensure a safe experience for our students and clients,” Dr Brett Bueltel, Assistant Professor of Accounting and Coordinator of site for the ICU VITA Program, says. “Our students are thrilled to have the opportunity to serve our community and gain relevant, hands-on experience in tax preparation.”

In VITA programs, the Internal Revenue Service partners with state and local organizations to provide tax services to people with low to moderate incomes at no cost to the taxpayer. Accounting students will interview and prepare taxes for taxpayers who make an appointment for the service. VITA sites do not prepare Schedule C business forms or Schedule E rental forms. Federal and state income tax returns are prepared at the time of the appointment, and all taxpayers must be available to sign their declarations. Preparing returns typically takes 90 minutes.

Individuals are required to bring their tax information, photo ID cards, and social security cards for themselves and their dependents. International students must also bring their passports and visas. The IRS encourages electronic filing, and returns will be filed electronically for eligible individuals.

Please bring copies of your federal and state income tax returns from the previous year if available. Your income tax returns from the previous year are very helpful in preparing correct and complete returns for the current year. Paper returns will be prepared for taxpayers who do not qualify for electronic filing or who prefer paper returns.

To make an appointment, call Roman College of Commerce at 812-464-1718.