Free Tax Preparation
The Volunteer Income Tax Assistance (VITA) program offers free tax filing to people who generally make $60,000 or less, persons with disabilities, the elderly, and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers prepare free basic income tax returns with electronic filing to qualified individuals.
- Proof of identification (each person filing needs a valid driver’s license or State ID)
- Birth dates for you, your spouse and dependents on the tax return
- Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration; or Individual Taxpayer Identification Number (ITIN) letter for you, your spouse and dependents, if applicable
- Marketplace participants must bring their 1095-A.
- A copy of last year’s federal and state returns if available
- Bank routing numbers and account numbers for Direct Deposit (a blank voided check)
- Total paid for daycare provider and the daycare provider’s tax identifying number (the provider’s Social Security Number or the provider’s business Employer Identification Number)
- To file taxes electronically on a married-filing- joint tax return, both spouses must be present to sign the required forms
- Copy of the settlement statement if claiming the homebuyers credit
- Record of rent payment, landlord’s name and address/mortgage company statements
- Proof of real estate tax paid
- Students receiving the educational tax credit need to provide a 1098-T and their student account statement.
WE ARE ABLE TO 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 (Form 1099-R, RRB-1099, CSA-1099), Social Security Benefits (SSA-1099-B), Simple Capital Gain/Loss (Form 1099-B), Sale of Home (1099- S) limited, Self-employed Income (Form 1099-NEC or 1099-MISC)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, Affordable Health Care Statements (Forms 1095-A, B or C), Prior Year and Amended Returns limited, Limited – Health Insurance Alternative Calculation
Book your tax preparation appointment here:
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Matched Savings Accounts
An individual development account (IDA) is a type of savings account designed to help struggling, working people save in order to invest in an asset. People use IDAs to start or grow a business, pay for education, buy a home, or make another qualified purchase.
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