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It also specifies document types and supporting proof needed for preparation.","Answer",{"name":66,"@type":61,"acceptedAnswer":67},"Which kinds of tax returns or topics does MAC prohibit as part of its VITA services?",{"text":68,"@type":64},"MAC reserves the right not to provide services for items including locality tax return preparation, rent rebate returns, foreign and out-of-state preparation outside PA, certain types of income and deductions, prior-year returns, and business income and expense schedules, among other listed categories.",{"name":70,"@type":61,"acceptedAnswer":71},"What should taxpayers bring to prepare their return at the VITA site?",{"text":72,"@type":64},"Taxpayers should bring proof of identification, proof of account for direct deposit or withdrawal, Social Security cards or ITIN notices, all W-2 and 1099 forms, documentation for other income, deductions and credits, last year’s return copy, day care provider payment and tax ID, birth dates for listed individuals, and Forms 1095-A/B/C for ACA statements.","https://schema.org",{"og:url":32,"og:type":75,"og:title":10,"og:site_name":45,"og:description":12},"article",{"robots":77,"canonical":32},"index,follow",{"doc_id":79,"site_id":7},308445,1790405119,{"code":4,"msg":82,"data":83},"success",[84,88,93,98,103,108,113,117,122],{"id":55,"doc_module":22,"doc_module_name":25,"category_name":85,"show_sort_weight":86,"slug":87},"Presentations",90,"presentations",{"id":89,"doc_module":22,"doc_module_name":25,"category_name":90,"show_sort_weight":91,"slug":92},12,"Resumes",80,"resumes",{"id":94,"doc_module":22,"doc_module_name":25,"category_name":95,"show_sort_weight":96,"slug":97},14,"Invoices",70,"invoices",{"id":99,"doc_module":22,"doc_module_name":25,"category_name":100,"show_sort_weight":101,"slug":102},15,"Posters",60,"posters",{"id":104,"doc_module":22,"doc_module_name":25,"category_name":105,"show_sort_weight":106,"slug":107},16,"Social Media",50,"social-media",{"id":109,"doc_module":22,"doc_module_name":25,"category_name":110,"show_sort_weight":111,"slug":112},17,"Forms",40,"forms",{"id":114,"doc_module":22,"doc_module_name":25,"category_name":29,"show_sort_weight":115,"slug":116},18,30,"letters",{"id":118,"doc_module":22,"doc_module_name":25,"category_name":119,"show_sort_weight":120,"slug":121},21,"Paper Templates",5,"papers-templates",{"id":123,"doc_module":22,"doc_module_name":25,"category_name":124,"show_sort_weight":4,"slug":125},158,"General","general-158",{"code":4,"msg":82,"data":127},{"doc_id":79,"user_id":128,"nickname":42,"user_avatar":129,"doc_module":22,"category_id":114,"category_name":29,"doc_title":10,"doc_description":12,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":55,"is_deleted":4,"is_public":22,"is_downloadable":22,"audit_status":22,"page_count":26,"language":135,"language_code":8,"site_id":7,"html_lang":8,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":12,"update_tm":139,"read_time":22},2336474466712,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","VITA Program - Requirements & Prohibited Services Agreement  \nThis agreement states what information you, the taxpayer, must submit to  \nMount Aloysius College (hereafter “MAC”; all information you submit is returned upon completion of your return or shredded if return does not occur) in order to have your tax return prepared as part of our Volunteer Income Tax Assistance (VITA) program. In addition, it specifies what services MAC is not willing to provide as part of this program. These guidelines are in consultation with Internal Revenue Service (IRS) Publications 3676-B and 5220. By signing and returning the form below when you arrive for tax preparation services, you agree to abide by these guidelines.  \nMAC reserves the right NOT to provide tax services regarding the following:  \n- *Locality Tax Return Preparation  \n- Rent Rebate Returns  \n- Foreign & Out-of-State (outside PA) Tax Return Preparation  \n- Military / Foreign Income & Deductions  \n- Prior Year(s) Returns  \n- Schedule C / C-EZ Business Income and Expenses (consult MAC for independent contractor exception) - Wash Sales, Rental Real Estate, Royalties, and Farm Income  \n- LTC Benefits and Cancellation of Debt Income  \n- Self-Employed Retirement and Health Insurance Deductions  \n- Residential Energy Credits  \n- Unreported Social Security and Medicare Tax (Form 4137 only)  \n- Form 1099-R-Code S  \n- Schedule K-1 Information  \n- Adjusted Gross Income (AGI) exceeding $56,000 (consult MAC for exceptions to this rule)  \n- Other Tax Information deemed beyond the scope of the volunteers’ tax preparation abilities *MAC will attempt them but redirect taxpayers to the Berkheimer website if and as necessary.  \nInformation to Bring for Return Preparation:  \n- For Married Filing Jointly filers, both spouses must be present  \n- Proof of identification (photo identification) for you and your spouse.  \n- Proof of account for direct deposit / withdrawal for tax refund / payment  \n-  Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or the dependents you claim on the return  \n- All Forms W-2 and 1099  \n- Information substantiating other income  \n- Information substantiating all tax deductions / tax credits  \n- A copy of last year’s tax return  \n- Information substantiating the total paid to day care provider and their Tax ID number  \n- Birth dates for you, spouse, and/or dependents to be listed on the return  \n- Forms 1095-A, B, or C (Affordable Care Act [ACA] Statements)  \nIf your return is more complicated than MAC’s services will allow or if there is a backlog in our service availability, we recommend you consult a professional tax preparer for assistance with filing your tax returns. You are also welcome to consult another VITA site in the region. For any questions or concerns, please do not hesitate to contact MAC VITA by e-mail at [VITA@mtaloy.edu](VITA@mtaloy.edu) or by phone at (814) 886 – 6621.  \nTaxpayer Signature Date","cbCaik6QEkgvrtkI","https://ap.wps.com/l/cbCaik6QEkgvrtkI","pdf",372384,"English","# Taxpayer Agreement\n## What MAC Will Not Provide\n## Information to Bring for Return Preparation\n## Contact and Next Steps","[{\"question\":\"What information must a taxpayer submit to Mount Aloysius College for VITA tax preparation?\",\"answer\":\"The agreement states that the taxpayer must provide the information required for preparing the tax return as part of the VITA program. It also specifies document types and supporting proof needed for preparation.\"},{\"question\":\"Which kinds of tax returns or topics does MAC prohibit as part of its VITA services?\",\"answer\":\"MAC reserves the right not to provide services for items including locality tax return preparation, rent rebate returns, foreign and out-of-state preparation outside PA, certain types of income and deductions, prior-year returns, and business income and expense schedules, among other listed categories.\"},{\"question\":\"What should taxpayers bring to prepare their return at the VITA site?\",\"answer\":\"Taxpayers should bring proof of identification, proof of account for direct deposit or withdrawal, Social Security cards or ITIN notices, all W-2 and 1099 forms, documentation for other income, deductions and credits, last year’s return copy, day care provider payment and tax ID, birth dates for listed individuals, and Forms 1095-A/B/C for ACA statements.\"}]","VITA Program - Requirements & Prohibited Services Agreement | PDF",1789869052]