Free Tax Assistance

PLEASE TAKE NOTE…

VITA HAS DECIDED NOT TO CONDUCT IN PERSON TAX PREPARATION THIS 2021 TAX SEASON!  THEY HAVE DECIDED TO CONDUCT A DROP-OFF AND PICK-UP SYSTEM.

ALSO BE ADVISED THAT THEY ARE NOT ACCEPTING APPOINTMENTS AND ARE FILLED WITH THE NUMBER OF PREPARATIONS THEY CAN HANDLE THIS SEASON.

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $54,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

In addition to VITA, the Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.

What to Bring to your local VITA site:

• Proof of identification (photo ID)
  
• Social Security cards for you, your spouse and dependents
•  An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
• Proof of foreign status, if applying for an ITIN

• Birth dates for you, your spouse and dependents on the tax return

• Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers

• Interest and dividend statements from banks (Forms 1099)

• All Forms 1095, Health Insurance Statements

• Health Insurance Exemption Certificate, if received

• A copy of last year’s federal and state returns, if available

• Proof of bank account routing and account numbers for direct deposit such as a blank check

• To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

• Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number

• Forms 1095-A, B or C, Affordable Health Care Statements

• Copies of income transcripts from IRS and state, if applicable