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Free Tax Program

The free tax program (VITA-Volunteer Income Tax Assistance) offers families and individuals making less than $65,000 free tax return preparation by trained and IRS certified volunteers.

WHAT TO BRING TO YOUR APPOINTMENT

  • Picture ID
  • Social Security Cards (or ITINs) and dates of birth for:
    • the taxpayer
    • spouse
    • children
    • any other dependents you are claiming
  • 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 eyeglasses 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 2018 income tax return
  • Checking and savings bank account and routing number

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

IRS Resources

KEY SPONSORS

FOR MORE INFORMATION CONTACT

Tarry Truitt at 609-896-1912 or tarry.truitt@uwgmc.org