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VITA Screener
Please complete this form so we can recommend the best free tax preparation services to meet your needs and unique situation.
9
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1
Full Name
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2
Main Phone Number
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We will text you about your appointment and the progress of your return. If this is not okay with you, please call 765.742.9077 to schedule an appointment.
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3
Is the number you provided a cell phone?
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We will use this number to contact you about your tax return.
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4
Did you and/or your spouse together earn more than $73,000 in 2023?
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Yes
No
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5
Do any of the following apply to you?
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I owned/exchanged virtual assets (e.g. bitcoin or other virtual currency)
I own/manage a rental property
I am currently selling a home under contract
I have income from a farm
I operate a business with employees on payroll and/or physical inventory
I am self-employed but operated at a loss in 2023
I purchased an electric vehicle in 2023 and want to claim the tax credit
None of these apply to me
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6
Do you have self-employment income from online sales, ridesharing, app-based delivery, or other business venture?
*
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Check if you have any of the following forms: 1099-NEC, 1099-K, or 1099-MISC with a dollar figure in Box 7. If you do, answer "Yes" to this question.
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NO
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7
Are you a non-resident alien for tax purposes?
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Are you here on a student or worker's visa and within your first five years of residence?
Yes
No
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8
Which of these options sounds most convenient for your tax preparation purposes?
*
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One in-person appointment
Dropping off documents and picking up my return later
Submitting my tax documents and information virtually and picking up my return later
I'd like to try preparing my taxes on my own first
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9
Are you comfortable submitting online forms using a computer or mobile device?
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YES
NO
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