VITA Eligibility

The certified volunteers at VITA sites are authorized by the IRS to complete tax returns within certain limits. Penn State-University Park VITA site cannot complete returns that involve the situations listed below. Taxpayers with one or more situations below should seek a paid tax preparer or another source that can assist them. Our goal is to provide you with the highest quality of service and accuracy within our limits. If we are unable to complete your return, you will be referred to a paid preparer.

  • Incomes that exceed the Earned Income Tax Credit Guidelines--$51,500 for 2013 tax year.
  • Small businesses with expenses exceeding $10,000.  
  • Filers who have issues, (e.g. back taxes) with the IRS.
  • Innocent or injured spouse situations.
  • Excessive stock or mutual fund sales (more than 15).
  • Other complicating factors outside of the scope of the VITA program as defined by the IRS.