Extended Tax Season Information

 
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

File online for free if you make less than $62,000!