VITA PROGRAM
Our VITA tax season will run every Saturday starting February 1st through April 5th from 9AM to 3PM. To be eligible for the VITA program your household income for 2024 must be $59,000 or less.
Southeast is operating on an appointment-only basis. Time slots for the Saturday morning appointments will become available January 13th by calling (317)236-7400. We ask that you do not call to schedule these appointments before January 13, 2024.
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​To find other VITA sites near you, call 211.
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If you'd like to learn more about becoming a VITA volunteer give us a call at (317) 236-7400.
VITA FAQs
To be eligible for this program your household must make under $59,000 per year.
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What to bring:
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Proof of identification (photo ID)
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Social Security cards for you, your spouse, and dependents
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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
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Proof of foreign status, if applying for an ITIN
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Birth dates for you, your spouse, and dependents on the tax return
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Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
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Interest and dividend statements from banks (Forms 1099)
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Health Insurance Exemption Certificate, if received
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A copy of last year's federal and state returns, if available
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Proof of bank account routing and account numbers for direct deposit such as a blank check
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To file taxes electronically on a married-filling-joint tax return, both spouses must be present to sign the required forms
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Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
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Forms 1095-A, B, and C, Health Coverage Statements
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Copies of income transcripts from IRS and state, if applicable
We will prepare:
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Wages, salaries, etc. (Form W-2)
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Interest Income (Form 1099-INT)
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Dividends Received (Form 1099-DIV
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State Tax Refunds (Form 1099-G)
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Unemployment Benefits (Form 1099-G)
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IRA Distributions (Form 1099-R)
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Pension Income (Forms 1099-R, RRB-1099, CSA-1099)
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Social Security Benefits (Form SSA-1099)
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Simple Capital Gain/Loss (Form 1099-B)
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Sale of Home (Form 1099-S) limited
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Self-employed Income (Form 1099-MISC) limited
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Gambling Winnings (Form W-2G)
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Cancellation of Debt (Form 1099-C) limited
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Health Savings Accounts (Form 1099-SA) limited
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Itemized Deductions limited
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Education Credits (Form 1098-T)
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Child Tax Credit
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Earned Income Credit
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ACA Statements (Forms 1095-A, B, or C)
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Prior Year and Amended Returns limited
We WILL NOT prepare:
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Schedule C with losses
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Complicated Schedule D (capital gains and losses)
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Form SS-5 (request for Social Security Number)
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Form 8606 (non-deductible IRA)
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Form 8615 (minor's investment income)
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Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
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Parts 4 & 5 of Form 8962 (Premium Tax Credits)