VITA - VOLUNTEER INCOME TAX ASSISTANCE
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Schedule
We will open February 23 through April 13.
Appointment cannot be made until after Feb 13, 2021.
Schedule an appointment to have your federal and state taxes prepared for free by Certified Tax Preparers
 Please use this page to determine if you are a non-resident or resident-alien for tax purposes. 

***Appointments for non-resident students are only available on Thursdays. Please keep this in mind when scheduling your appointment.
​

Schedule Online.  Use Internet Explorer when scheduling.
Schedule Now
CHECK RESIDENCY STATUS HERE
Schedule over the phone
  • Call us at (814) 863-4147. Schedulers will take calls beginning on a soon to be decided date.
*** Please make sure you bring all necessary documents listed in the "important items to bring" section below.
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IMPORTANT Items to Bring:
No SSA Card - What to Do Next
Items to Bring (PDF)
- Photo identification
- Social Security cards for you, spouse and dependents
- Birthdates for you, spouse, and dependents
- Last year’s federal and state tax returns
- Bank routing and account number for direct deposit (blank check)
- Union name and amount paid
- Evidence of Health Care Coverage
- Form 1095-A – health insurance statement from The Marketplace/Healthcare.gov
- Form 1095-B – health insurance statement from insurer-insurance
- Form 1095-C– health insurance statement from an employer
 
Documents for Income Received
- W-2s from any employers
- Cancelled Debt/ Form 1099-C
- Dividends/Form 1099-DIV
- Gambling/Lottery winnings/Form W-2G
- Interest/Form 1099-INT
- Miscellaneous/Form 1099-Misc
- Pension/retirement/Form 1099-R
- Self-employment-business income/Form 1099-Misc
- Social Security income/Form SSA-1099
- Unemployment/Form 1099-G
- Alimony received
 
Documents for Income Paid
- Student loan interest/Form 1098-E
- Tuition and education expenses/Form 1098-T (PSU Students look on LIONPath website)
- Unreimbursed educator expenses
- IRA contributions
- Alimony paid
- Daycare provider’s information (name, tax ID, amount paid)
 
Documents Related to Itemizing Deductions on Schedule A
- Medical/dental expenses
- Taxes you paid (personal property, other)
- Interest you paid (Mortgage/Form 1098)
- Gifts to charity
- Miscellaneous deductions (e.g. unreimbursed job expenses-travel, union dues, tax preparation fees, safe deposit box)
 
If filing status is:
Married filing jointly, BOTH taxpayers must be present to sign the completed return before we can e-file.
Married filing separately, you will need your spouse’s Social Security number and name as it appears on the Social Security card.

Intake / Interview Sheet

​To speed-up check-in time, you may complete the intake/ interview form and bring the completed copy with you. Please note: If you complete the form using your computer the data CANNOT be saved so please print it before closing the form.

Printed copies of the form will be available at the site if you do not complete it in advance.
Intake / Interview Sheet

Scheduling Instructions

​Please use our online scheduling system SimplyBook. You will be able to choose your day and time. Upon arrival you will be assigned to the next available volunteer. A confirmation email will be sent to your email upon completion of the appointment booking. 

Hours of Operation:

Tuesday, Wednesday, Thursday: 5-9 PM
Saturday: 9 AM-1 PM
SCHEDULE HERE

The tax clinic will be in 325 Boucke Building.

psuvita@outlook.com
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Hours:
Tuesday, Wednesday, Thursday: 5-9 PM
Saturday: 9 AM-1 PM

Opening Day: February 2nd



  • Home
  • About
  • Schedule
  • Tax Law
  • Volunteer info
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  • Volunteer Now