Post #2036012
2026-03-08 21:31 UTC
@coolcalmcollected
You’re welcome. There is an income limit for clients under 65 years old, which I believe is $60K for an individual, don’t recall if married filing jointly has a higher limit. Also some income sources are out-of-scope, like oil & gas royalties.
Also, I lied. Taxwise was last year’s software. This year it’s something called TaxSlayer Pro.
@I_am_a_plant
Replies (1)
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@qurlyjoe@mstdn.social 2026-03-08 21:41
@coolcalmcollected @I_am_a_plant Here’s a page of typical out of scope situations. This is not from our site but the rules are set by IRS so they’ll be the same everywhere. https://berkshirehabitat.org/wp-content/uploads/2025/01/2024-VITA-Out-of-Scope-ENG.pdf