VITA / TCE Free Tax Programs

IRS Certified Volunteers Providing Free Tax Preparation

The mission of these programs is to provide free basic tax return preparation for low-to-moderate income families and individuals. This also includes taxpayers with disabilities, limited English proficiency, members of the military and elderly taxpayers.

Volunteers participating in these programs must sign a Form 13615, Volunteer Standards of Conduct Agreement - VITA/ TCE Programs. These agreements require them to provide high quality service and uphold the highest ethical standards.

While the IRS is responsible for providing oversight requirements to Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs, these sites are operated by IRS-sponsored partners who manage IRS-required site operations and volunteer ethical standards. In addition, the locations of these sites may not be in or on federal property.

To report unethical behavior to IRS, e-mail

IRS Certified Volunteers Providing Free Tax Preparation

IRS VITA/TCE return preparation sites are operated by certified volunteers. Site operating hours and services offered may be limited. Please be advised that you may not be immediately served. Your patience and understanding are appreciated.

Bethpage VITA sites will prepare:

  • Acceptable forms:
    W2, 1099-Int, 1099-Div, 1099-G, SSA-1099, W2-G, 1098-T, 1095-B or 1095-C, 1099-R (only if taxable amount determined on Box 2a)
  • Types of Income:
    Wages, salaries, etc. (Form W-2)
    Interest Income (Form 1099-INT),
    Dividends Received (Form 1099-DIV),
    State Tax Refunds (Form 1099-G),
    Unemployment Benefits (Form 1099-G),
    Gambling Winnings (Form W-2G)
  • Limited Types of Income
    IRA Distributions (Form 1099-R) limited
    Pension Income (Form 1099-R) limited
    Social Security Benefits (Form SSA-1099)
  • Certain Tax Credits:
    Child Tax Credit
    Earned Income Credit
    Education Credits
    (Form 1098-T)
    Health Insurance Statements (Forms 1095-B or 1095-C)
    Recovery Rebate Credit (Economic Impact Payment)
  • Basic tax returns only
  • Standard deductions only
  • Only Federal and New York State Tax Returns

Bethpage VITA sites will not prepare:

  • No outside of NY income
  • Certain Pension & Retirement Income without taxable amounts determined on Box 2a (1099-R, RRB-1099, CSA-1099)
  • Certain Social Security Benefits (Form RRB-1099)
  • Self-Employment Income or Cash Based Income (1099-Misc, 1099-NEC)
  • Sale of Home (Form 1099-S)
  • Schedule A “Itemized Deductions”: 1098 Mortgage Interest, Real Estate Taxes, Personal Property Taxes, Medical & Dental expenses
  • Cancellation of Debt (Form 1099-C)
  • Schedule C “Profit or Loss From Business”: Self-Employment income, Uber/Lyft, Ride Share, Food delivery services, etc. (1099-K)
  • Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals (Form 7202)
  • Form SS-5 (request for Social Security Number)
  • Form 8814 (child taxed at parent's tax rate)
  • Form 8606 (non-deductible IRA)
  • Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax witholding)
  • Marketplace Health Insurance (Form 1095-A)
  • Parts 4&5 of Form 8962 (Premium Tax Credits)
  • Form W-7 application for Individual Taxpayer Identification Number (ITIN)
  • Returns with casualty/disaster losses

Please remember to have the following information:

  • Photo identification for you and your spouse (if filing joint return)
  • Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and all dependents
  • Birth dates for you, spouse and all dependents
  • A copy of last year’s tax return (for reference)
  • Proof of income (Forms W-2, 1098, and 1099)
  • Information for other income
  • Proof of Health Insurance (Form 1095-B or 1095-C)
  • Information for all deductions/credits
  • Total paid to day care provider, their name, address and tax ID number
  • For direct deposit of refund, proof of account number and routing number
  • For married filing joint returns, both spouses must be present for Virtual Intake and Quality Review appointments