What is vita?

The Volunteer Income Tax Assistance (VITA) program offers free tax preparation services to individuals and families who meet certain income requirements. The program is IRS-certified and provides assistance from trained volunteers to help taxpayers file their federal and state tax returns accurately and efficiently.

WE CAN PREPARE THE FOLLOWING…

  • Wages, salaries, and tip income (W2)

  • Interest and dividends (Forms 1099-INT and 1099-DIV)

  • Retirement Income

  • State Refunds and Unemployment Benefits

  • Gambling Winnings (Form W2-G)

  • Education credits

  • Premium tax credit

  • Child tax credit, earned income credit, and other misc. credits

  • Adjustments to income and itemized deductions, limited

  • Sale of Home (Form 1099-S), limited

  • Capital Gains/Losses, limited

  • Self employed income (1099-NEC, 1099-K, limited Schedule C) Business expenses and total assets must be under $35K to qualify for VITA.

WE DO NOT PREPARE…

  • Multi year returns. We will be preparing 2024 tax returns only.

  • Amended returns

  • Schedule C (Business/self employment income) with net loss, depreciation, or business use of home

  • Complex Schedule D, Capital Gains and Losses

  • Form 8615 and 8814 (Children’s unearned income)

  • Foreign income

  • Returns with casualty/disaster losses

Please note that this is not an inclusive list of returns we do/do not prepare. For a comprehensive list you can refer to Publication 4012, or if you are unsure of whether a return applies to your or not you can email konavitasite@gmail.com

what to bring to my vita appointment

  • If you are married filing joint, both spouses must be present

  • Original photo ID for you and your spouse (if married)

  • Social security cards for you, your spouse, and dependents

  • Birth dates for you, your spouse, and dependents

  • A copy of last 2023’s tax return

  • All tax forms (W2s, 1099s, etc)

  • Form 1095-A (if applicable)

  • Information for other income

  • Information or all deductions and credits

  • Total paid to daycare provider and their tax ID number

  • For direct deposit of refund, proof of accounts and bank’s routing number

kona vita will be by appointment only. please book an appointment by clicking the button below.

The owner of Waiwai Financials LLC, Kiele Carpio, is the site host for KONA VITA however KONA VITA is not associated with Waiwai Financials.

FAQs

  • We will be at Kaeo Hawaii Studio 73-5574 Maia St 1A Kailua Kona HI 96740 (Near Costco) on March 22nd, 23rd, and April 12th from 10am-5pm.

  • Kiele Carpio is our site host and lead preparer. She is an Enrolled Agent that has been admitted to represent tax payers before the IRS.