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Welcome to The United Way Volunteer Income Tax Assistance (VITA)

FREE 2019 tax preparation scheduling system.

 

You may also prepare your 2018 return for FREE* at MyFreeTaxes.com through October 2019 (*some limitations may apply)


 

To begin, select your preferred location from the drop down menu on the left. 

 

The United Way VITA program provides FREE tax return preparation for taxpayers with household incomes of less than $66,000 for 2018. IRS VITA return preparation sites are operated by certified Volunteers who are passionate about taxes and are trained to do basic returns.

   

Due to this, we cannot prepare returns with:

  • rental income
  • Small business Schedule C with business losses, expenses over $25,000, depreciation, or employees
  • Complicated Schedule D (capital gains and losses)
  • Schedule K-1s (investment income only) 

Please see a paid preparer if your return falls within any of those categories 

 

Once you schedule an appointment, you will receive a confirmation e-mail with a list of documents you will need to bring to your appointment.  If you input your cell phone number when you make your appointment, you can receive text appt. reminders as well.

 

What should you bring to your tax appointment?

  • 2017 Federal Tax Return ***Strongly recommend you bring this so we can compare 2017 with 2018's return--especially since there has been so many changes to the tax law this year.
  • Valid Photo ID for Taxpayer and Spouse
  • Social Security Cards or ITINs for you, your spouse and dependents or a Social Security Number verification letter (Must be originals, photocopies not accepted)
  • Birth dates for you, your spouse and dependents
  • If you are married and filing jointly, your spouse must be present with you.
  • IPP PIN -Identity Protection Pin number or letter if you have one--new ones are sent every year--make sure to bring your new number.
  •  Wage and earning statement Forms: W-2, W-2G, 1099-G, 1099-R, 1099-Misc, and 1099-K from all employers.
  •  Interest,  Dividend, Brokerage statements (check with your bank for interest totals as many DO NOT send a 1099-INT BUT all interest IS TAXABLE and MUST be entered on a tax return).
  • ALL Other Tax Forms: 1099-G, 1098-T, Social Security SSA-1099 or anyother forms received form the IRS that indicate it is for tax purposes.
  •  Form 1095-A Health insurance marketplace information --required IF you have Marketplace insurance
  •  Form 1095-B and 1095-C Health coverage information from employer or insurance company (optional, if provided)  
  • Health Insurance Exempt Certificate if issed by Marketplace
  • For Direct Deposit or Debit: Bring Proof of bank account routing and account numbers such as a blank check. Consider bringing information in for 2 accounts and lets put some of your refund into your savings account for those unexpected emergencies that arise!
  •  Total paid to daycare provider, provider’s name, address, Social Security Number or business Employer Identification Number
  • If self-employed:  Itemized list of all busines income and expenses--If you drive for your business, dont forget to bring in total business miles, total commuting miles, and total miles driven for the year.--Have the totals ready and written down.