The VITA (Volunteer Income Tax Assistance) program offers families and individuals making less than $65,000 FREE tax return preparation by trained and IRS certified volunteers.
Please make sure you bring the following to your tax appointment:
Picture ID; Social Security Cards (or ITINs) and dates of birth for the taxpayer, spouse, children, and any other dependents you are claiming. Note: if you are married filing separately, you’ll need your spouse’s social security number and need to know whether they itemized on their return; Dates of birth for all taxpayers and dependents; W2 forms; Bring your year-end pay stub; 1099 forms; Unemployment amounts paid and taxes withheld, statement online; Last paystub or end of year pension statements; Year-end retirement account summaries (ex. 5498s) (Balances inI RA accounts at year end); Any other tax forms you received (1098-Ts); ACA healthcare forms 1095-A, 1095-B, or 1095-C and insurance information with months of coverage for each person in the household; Medical expenses- TOTALED. Don’t forget eyegalsses or contact lens receipts or medical mileage; Charitable Contributions TOTALED- separate cash contributions (cash, check, credit card) and non-cash contributions (ex: clothing & furniture). Church printout. Receipt for any contribution of $250 or more; Rent or mortgage interest statement; All property tax information (green card, PTR 1, PTR 2, homestead rebate amount); copy of 2016 income tax return; checking and savings bank account and routing number.
View Our 2016 Tax Year In Review (click on flyer):
For more information contact:
Tarry Truitt at 609-896-1912 or firstname.lastname@example.org