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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. Appointments are for federal and state tax preparation.

free tax preparation services

Download a full list of free tax locations here... (Please take note that walk-ins are welcome but are not guaranteed service on the day you come in.) 

Call 2-1-1 to make an appointment 

Go to the online scheduler by clicking the button below:

Book an appointment with United Way of Greater Mercer County
 

 

 

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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

FOR MORE INFORMATION CONTACT

 Call 609-896-1912 or email taxcoordinator@uwgmc.org