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. Appointments are for federal and state tax preparation.

We are no longer accepting tax filings for this season. Stay tuned, information for the 2026 tax season will be available soon!

Important information on the Federal Government shutdown and how it may affect your taxes.

The IRS is operating on a limited basis which may affect processing times. Please be aware that regular tax deadlines and payments remain in effect. Learn more here...

Please print and fill out the below form. Please bring it with you on the day of your tax appointment. 

• Download Tax Questionnaire Form

Documents Needed

• 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 of all places of employment in 2023
• 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 in IRA 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 2022 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

• IRS.gov
• Filing Your Taxes
• Where's My Refund
• Taxpayer Advocate Service
• Contact Your Local IRS Office
• Reasons to Use Direct Deposit for a Tax Refund
• IRS Newsroom

FOR MORE INFORMATION 

 Call 609-896-1912 or email carrie.pabreza@uwgmc.org

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