The free tax program (VITA-Volunteer Income Tax Assistance) offers families and individuals making less than $67,000 free tax return preparation by trained and IRS-certified volunteers. Appointments are for federal and state tax preparation.

Extended Tax Season Information

Starting May 6 through October, our extended tax season hours are Wednesdays from 4–6 PM (by appointment only).

We can assist with:

• Current tax returns
• Prior year tax returns
• Tax return amendments
• Property Tax Relief (Blue Book)
• ANCHOR applications
• IRS letters

United Way of Greater Mercer County
Financial Empowerment Center
3444 Quakerbridge Rd
Bldg 3, STE 102
Hamilton, NJ 08629

Call us at 609-896-1912 to schedule your appointment.

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

Required documents (We will not be able to prepare your return without these)

• Please bring your ID
• Social security cards/ITIN letters
• Date of birth of all included on the return
• Checking/saving bank account number and routing number 

Other (Not all documents may apply to you)

• W2 forms of all places of employment
• 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 2024 income tax return
• Widowed, divorced, or legally separated individuals, indicate the year the event occurred
• Married filing separately filers need their spouse’s social security number an indicate if the spouse itemized deductions
• Checking and savings bank account and routing number

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

PROGRAM PARTNERS