For Clients

Below is general info on VITA tax preparation services. Due to COVID-19, the 2020 tax year return process is different. Click here for more.

Information for VITA Clients

  • Thank you for choosing Duke Law VITA! Our goals are to save you money, get you a fast and accurate refund, and make sure you get every tax credit to which you are entitled!
  • Sites and contact info are listed on our calendar and on our Info Hotline
    (919) 613-8526.
  • Although we are happy to accept walk-ins when we have available volunteers, clients with an appointment receive priority service — Please contact your site to make an appointment.
  • Please indicate if you will need a translator, and which language(s) you speak. We will do our best to accommodate your needs, but we cannot make translators available at every site.
  • WHAT TO BRING:
    • Must bring a government issued photo identification
    • Social Security cards for you, your spouse and dependents
    • Birth Dates for primary, secondary and dependents on the tax return
    • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
    • Interest and dividend statements from banks (Forms 1099)
    • A copy of last year’s Federal and State returns if available
    • Bank routing numbers and account numbers for direct deposit
    • Other relevant information about income and expenses
      • Total Paid for Day Care
      • Day Care providers Tax Identification number
      • Information related to health care coverage
      • Documentation of charitable contributions
    • To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.
  • Special Information for International Students and Other Non U.S. Residents
    • In 2017, the Duke Law Volunteer Income Tax Assistance Program will prepare tax returns for Non-U.S. Residents on Sunday, March 20 and April 3 from 10:00 am to 1:00 pm and on Saturday, March 26 and April 2 from 10:00 am to 3:00 pm International House located at 300 Alexander Avenue. Email ihouse@duke.edu for an appointment. Please put “Tax Preparation Appointment” in the subject line.

    If you have general questions or need to leave a message you may email us at VITAservices@law.duke.edu or call the Duke Law VITA hotline 919-613-8526.  Please do not call this number for the status of your refund.  The Duke Law VITA fax number is 919-613-9001.