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

Tax Preparation services will be available at the below locations. Please bring your ID and social security cards/ITIN for each person listed on the return and the documents below. We will not be able to prepare your return without these. Availability will be limited and tax filing is not guaranteed. Please see the instructions for each site below. 

Boys and Girls Clubs of Mercer County Spruce Street Community Center: 1040 Spruce St, Lawrenceville, NJ 08648 

Walk-Ins, Saturday — 11 AM-3 PM
Opens 2/11/2023 - Closes 4/15/2023

Hamilton Public Library: 1 Justice Samuel Alito Way, Hamilton 08619 

Walk-Ins are accepted and appointments are encouraged, Wed & Thu — 9 AM-12 PM 
Opens 2/8/2023 - Closes 4/13/2023
To schedule an appointment (please note- the library does not schedule appointments):

• Call 2-1-1 or 609-896-1912
• Click on the "book now" button below

Salvation Army Trenton: 575 E State St, Trenton, NJ 08609

Walk-Ins, Tuesday, Wednesday, and Thursday — 12 PM-4 PM
Opens 2/7/2023 - Closes 4/13/2023

United Way of Greater Mercer County: 3150 Brunswick Pike, STE 230, Lawrenceville, NJ 08648

By appointment only, Tuesday and Wednesday — 5 PM-8 PM or Thursday — 9 AM-12 PM
Opens 2/7/2023 - Closes 4/13/2023
To schedule an appointment:

• Call 2-1-1 or 609-896-1912
• Click on the "book now" button below

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

• Download Tax Questionnaire Form
• Download Tax Supplemental Form

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

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