2019 VITA Tax Services

Our VITA tax season will run every Saturday starting February 2nd until April 13th at 9 a.m. This program is hosted on a first come, first served basis and is walk-in only. Our staff will begin signing people in at 9:15 a.m. We will take as many walk-ins as possible based on the number of volunteers we have available that day. To be eligible for this program your household must make under $66,000 per year.

Not free on Saturdays? Tuesdays and Thursdays during tax season from 1 p.m. to 2 p.m. we will have a Financial Coach available to assist with the self-serve program in our Computer Lab. The self-serve program is available online at MyFreeTax.com, allowing you to access it anywhere you have an internet connection and file your federal and state tax returns for free at a convenient time for you.

What to bring:

  • 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)

  • 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-filling-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

 

We will 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, CSA-1099)

  • Social Security Benefits (Form SSA-1099)

  • Simple Capital Gain/Loss (Form 1099-B)

  • Sale of Home (Form 1099-S) limited

  • Self-employed Income (Form 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

  • ACA Statements (Forms 1095-A, B, or C)

  • Prior Year and Amended Returns limited

We WILL NOT prepare:

  • Schedule C with losses

  • Complicated Schedule D (capital gains and losses)

  • Form SS-5 (request for Social Security Number)

  • Form 8606 (non-deductible IRA)

  • Form 8615 (minor’s investment income)

  • Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)

  • Parts 4 & 5 of Form 8962 (Premium Tax Credits)

Author: Keelee Slack

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