VITA Tax Preparation

 

BECOME A VITA VOLUNTEER

You have the power to help others on the road to financial stability. Every year, millions of dollars in tax credits go unclaimed because people simply don’t know they are eligible. You can help those individuals by volunteering through the Volunteer Income Tax Assistance (VITA) program.

This volunteer opportunity is great for young professionals looking to build their resumes, retirees wanting a temporary volunteer gig and anyone with a passion to help others.

  • Free virtual, online and socially distanced in-person training provided to become IRS certified
  • Short-term opportunity (January to April)
  • Ability to pick your service type (in-person or drop-off)
  • On-site support – you’re never on your own!
  • Greeters and coordinators also needed.

LEARN MORE

WHAT TO BRING TO YOUR APPOINTMENT

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

CALL TODAY FOR MORE INFORMATION 785-238-2117