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

Extended Tax Preparation services will be available on Wednesdays beginning May 4th from 4 PM-7 PM. We will also be able to answer any questions you may have regarding IRS correspondence and prior year taxes.

We can assist with the following:

• Did you get all the federal stimulus that was distributed in 2020 and 2021? If not, we can help you get these funds.
• The Earned Income Tax Credit (EITC) was expanded in 2021 to include those aged 65 and over. If you had wages and are 65 and older, you may be entitled to a larger tax refund.
• The Advanced Child Tax Credit was enacted in 2021 to get additional funds to working families. The maximum credit amount per child is $3,000 for children 6-18 years old and $3,500 for children under 5.
• In addition, if you have received any letter from the IRS regarding your tax return and have questions we are here to help you get the issues resolved.

Please make sure to bring your ID and social security cards/ITIN for each person listed on the return and the documents listed below. We will not be able to prepare your return without these. 

Call 609-896-1912 for additional information

Important notices: 

• For the safety of guests, volunteers and employees a face mask is required upon entering all tax site locations. Thank you in advance for adhering to this policy.  
• Due to the availability of volunteers returns may be scanned for virtual preparation. Additionally, availability will be limited and tax filing is not guaranteed.

Please print and fill out the below forms. Bring them with you on the day of your tax appointment. 

• Download Tax Questionnaire Form
• Download Tax Supplemental Form
• Download Virtual Consent Form (Only needed for virtual preparation)

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 2020
• 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 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

• 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 SPONSORS