If you need to file 2017 returns you may do so at one of our
Year round sites:
Lehigh UW House 239-369-5818 will have 9 appointment slots for Tuesday evenings (except the third Tuesday of each month as site is unavailable).
S. Ft. Myers/Estero UW House Interfaith Charities - 239-267-0895
Labelle UW House - Call for appt. 239-433-7559
Clients can file on their own with MyFreeTaxes.com
Welcome to The United Way Volunteer Income Tax Assistance (VITA)
FREE 2018 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.
Once you schedule an appointment, you will receive a confirmation e-mail with a list of documents you will need to bring to complete your appointment.
Due to this, we cannot prepare returns with:
- rental income
- Small business Schedule C with business losses or W-2 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
What should I bring to my tax appointment?
- 2018 Federal Tax Return (You need to know your AGI-Adjusted Gross Income)
- Valid Photo ID for all adults
- 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.
- Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
- Form 1095-A Health insurance marketplace information
- Form 1095-B Health coverage information from another source (optional, if provided)
- Form 1095-C Health coverage information from another source (optional, if provided)
- Interest and dividend statements from banks—Form 1099, 1098-T or forms received form the IRS that indicate on the form that it is for tax purposes.
- Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check or deposit slip
- Total paid for daycare provider & provider’s Social Security Number or business Employer Identification Number
- Health Insurance Exempt Certificate
- If self-employed: Completed proof of all income and expenses.