VITA

VOLUNTEER INCOME TAX ASSISTANCE

Every year, the VITA (Volunteer Income Tax Assistance) program helps hardworking individuals and families earning $69,000 or less file their taxes accurately, on time, and completely free! It’s more than just tax prep—it’s a powerful way to put money back into the pockets of our neighbors and help build lasting financial stability across our community.

From mid-January through the end of tax season in April, IRS-trained volunteers step in to make a real impact by providing free tax preparation services.

INTERESTED IN VOLUNTEERING?

No experience? No problem.

We provide all the training and equipment you need—just bring your time and a desire to help others thrive.

TAXES MADE EASY IN 3 SIMPLE STEPS:

STEP 1

DETERMINE IF YOU QUALIFY.

The VITA program has operated for over 50 years. VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:
• People who generally make $69,000 or less
• Persons with disabilities; and
• Limited English-speaking taxpayers

Not a candidate for the VITA program?
Want to file your taxes on your own?

You can prepare your taxes for FREE online at MyFreeTaxes.com

STEP 2

SCHEDULE YOUR APPOINTMENT

You must call 211 to book an appointment in order to receive the tax prep services.

STEP 3

SHOW UP AND BRING THE NECESSARY FORMS.

Bring all necessary forms, and work with an IRS-certified tax specialist to complete your return.

What we’ll help prepare:

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)
IRA Distributions (Form 1099-R)
Pension Income (Forms 1099-R, RRB-1099-R, CSA-1099)
Social Security Benefits (Form SSA-1099, RRB-1099)
Simple Capital Gain/Loss (Form 1099-B) limited
Sale of Home (Form 1099-S) limited
Prior Year and Amended Returns
Self-Employed Income (Form 1099-MISC, Form 1099-NEC and Form 1099-K) limited
Gambling Winnings (Form W-2G)
Cancellation of Debt (Form 1099-C) limited
Health Savings Accounts (Form 1099-SA) limited
Itemized Deductions limited
Education Credits (Form 1098-T)
Child Tax Credit
Earned Income Credit
Health Insurance Statements (Forms 1095-A, B or C)

What to bring with you to your appointment:

Proof of identification (driver’s license, state photo ID or other government-issued identification that includes a photo)
Social Security cards for you, your spouse and dependents
Note: If you need to request a replacement card or update your Social Security record, go to Social Security number & card to find the best way to do this.
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
Social Security Benefit Statements (SSA-1099), if applicable
Interest and dividend statements from banks (Forms 1099)
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, and C, Health Coverage Statements
Copies of income transcripts from IRS and state, if applicable