Legal Clinic Staff
Legal Externships
Legal Writing Documents
Tax Clinic




Volunteer Income Tax Assistance (VITA) FAQs
Q. What do I need to bring with me?
A.
  • A photo ID for yourself
  • Social security cards or ITIN letters (original) for yourself and all others on your return
  • A check or the routing and account number for the checking or savings account to be used for direct deposit of your refund if you choose to do so
  • All Forms W-2 from your employers
  • All Forms 1098 or 1099, including: 1099-INT or 1099-DIV from banks or brokers, a record of tuition and fee payments from your college, Form 1098 from your mortgage lender, Form 1099-G from the state or local government, Form 1099-R for pension and retirement income, Form 1099-MISC for other income
  • Form 1042-S for treaty-exempt income (if applicable to you)
  • A copy of last year’s tax return if you have it, is helpful but not necessary


Q. I am not sure I have all the information I need. Can you help me?
A.While preparing your return, if it turns out that more information is needed, we will save the work we have done so far. All your documents will be returned to you and we will make arrangements for you to come back as soon as possible and complete the return.

Q. I have not received W-2s from all my employers. What should I do?
A. Contact your employer immediately to find out the reason for the delay. All W-2s should have been mailed out by January 31. If you cannot reach your employer or do not receive any help there, bring the last pay stub or statement from that employment in order to have your return prepared.

Q. I am a foreign student or scholar and have not received a Form 1042-S. Is this form necessary for me to file a return?
A. You should receive a Form 1042-S if you received income which was exempt from tax under a tax treaty. If you are unsure, contact your payroll officer. Unlike the Forms W-2, the Form 1042-S is not usually mailed out until early March. If you have treaty-exempt income, you should wait until you receive your 1042-S to have your return prepared.

Q. What if I do not have a social security number for myself or a family member?
A. We can assist you in filing an application for a “tax identification number” along with your return, which is all that is needed for the tax return. It is not a social security number and is not proof of citizenship or authorization to work, but it will enable you to file a tax return.

Q. I am not sure which forms to file. Can you help me?
A. Our volunteers have access to all appropriate federal, state and local returns and forms and will be able to select the ones which you should file. You do not need to bring any forms with you.

Q. Will you be able to e-file my return?
A. If you are a United States resident for tax purposes, we will be able to electronically file your federal and state returns. Unfortunately, nonresident returns must still be filed on paper. We will be able to prepare your return, regardless of your filing options.

Q. Is there a charge for your services?
A. NO. This service is free, thanks to the dedicated volunteers who staff our site, train the workers and provide the hardware and software.

Q. When can I expect to receive my refund?
A. If you e-file and select direct deposit of your refund, you can have the money in your account in about two weeks after your return is prepared. Filing a paper return or receiving a check instead of direct deposit will add several weeks to this time.

Q. I am an international student and I have prepared my federal return using the software provided by the Office of International Affairs. What should I do?
A. Bring a print-out of the return as prepared when you come to our site. Our volunteers will review it to ensure it is correct and will assist you with any additional state returns.

Q. I have not filed a return for past year(s). Can you help me with those returns?
A. Absolutely. If you are due a refund for past years, you can generally file until three years have expired following the due date of that return. We have past-years’ forms and schedules and can assist you with these items. Because there is no time pressure for these returns, however, we will seek to help those with an April 15 filing deadline first.

Q. When is my return due?
A. Tax returns are due this year on Tuesday, April 15. If you are filing a paper return, it must be postmarked by that date. If you are e-filing, you need to have completed your return by that date.

Q. What if I owe money?
A. This is an unfortunate situation which does not happen very often. You may file your return before April 15 and still pay the amount due on April 15. We will help you with payment options as well as look at reasons why you may have owed tax and suggest ways to keep the problem from recurring.

Q. What if you e-file my return and there is a problem with it?
A. The IRS filing center will contact us if your return is not accepted for filing. We will then contact you to resolve the problem. Most problems can be resolved with a quick phone call or email. The corrected return will then be resubmitted.

Q. Are there other sites in Lexington which offer this service?
A. There are many other sites in Lexington offering free tax help. You can call United Way (simply dial “211” or 313-LINK) for appointments at those sites or for other information.

Q. I am sort of familiar with how to file my taxes, but I may need some help. Can you provide assistance for do-it-yourselfers?
A. Yes. We have two different services for people who are preparing their own returns. (1) You may make an appointment during clinic hours to use our free software for federal and state returns with trained volunteers available to answer any questions. (2) You can do the returns yourself online at
www.myfreetaxes.com/UK. This service has a helpline available from 9am – 10pm EST Monday-Saturday at 855-698-9435. Limits: You can use these services only if you are a US citizen or permanent resident, because the software provided does not prepare nonresident returns. Gross income limitation is $58,000..
Q. What do I need to bring with me?

Q. I am not sure I have all the information I need. Can you help me?

Q. I have not received W-2s from all my employers. What should I do?

Q. I am a foreign student or scholar and have not received a Form 1042-S. Is this form necessary for me to file a return?

Q. What if I do not have a social security number for myself or a family member?

Q. I am not sure which forms to file. Can you help me?

Q. Will you be able to e-file my return?

Q. Is there a charge for your services?

Q. When can I expect to receive my refund?

Q. I am an international student and I have prepared my federal return using the software provided by the Office of International Affairs. What should I do?

Q. I have not filed a return for past year(s). Can you help me with those returns?

Q. When is my return due?

Q. What if I owe money?

Q. What if you e-file my return and there is a problem with it?

Q. Are there other sites in Lexington which offer this service?

Q. I am sort of familiar with how to file my taxes, but I may need some help. Can you provide assistance for do-it-yourselfers?

 


 
   
 
University of Kentucky College of Law
ABA Required Disclosures - Standard 509About Our FacilitiesDirectoryGetting HereLife in LexingtonNewsPromotion of Diversity and InclusionUK Law Strategic Plan
ABA Required Disclosures - Standard 509Admissions ProcessAdmissions StaffLaw School BasicsScholarships and Financial AidVisiting UK Law
Academic CalendarsAcademic RegulationsAcademic Success Bar Exam InfoClinical/Public InterestCurrent ScheduleCurriculum and Course PlanningFirst AssignmentsFormsGraduation RequirementsHonor CodeLegal Research and Writing RegistrationStudent OrganizationsStudent ServicesStudy Abroad Submitting a Suggestion/Concern
Kentucky Law JournalKJEANRL
2014 Lassiter ConferenceAdjunct FacultyFaculty DirectoryFaculty in the MediaStaff Directory
About Law-ITClass RecordingsClassroom TechnologyFree SoftwareKeep your files safeLaptop RecommendationsLaw IT PoliciesLibrary Printing
Alumni AwardsAlumni DiscountsAlumni EventsAlumni Hall of FameDean`s CircleDevelopment/Alumni StaffGiving OpportunitesGolf Tournament Keep Us InformedLafferty SocietyLaw Alumni AssociationLaw NotesLibraryThank You to our DonorsVisiting Committee
Career Development OfficeFor AlumniFor Current StudentsFor EmployersFor Prospective StudentsPoliciesStatistics - Employment
About UK/CLECLE StaffProceed to UK/CLE.com
Legal Clinic StaffLegal ExternshipsLegal Writing DocumentsTax Clinic
AudioKY Supreme Court LiveVideo Archive