The VITA (Volunteer Income Tax Assistance) program offers families and individuals making less than $60,000 FREE tax return preparation by trained and IRS certified volunteers.
Extended tax season will begin Thursday May 12, at:
United Way of Greater Mercer County
3150 Brunswick Pike, Ste 230, Lawrenceville, NJ 08648
Call 609.896.1912 for more information
Documents to bring 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 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 mortagage interest statement
□ All property tax information (green card, PTR 1, PTR 2, homestead rebate amount)
□ Copy of 2014 income tax return
□ Bank account and routing number