March 26, 2018
Volunteer Income Tax Assistance (VITA) coalition urges taxpayers to see if they qualify for this free service and file before locations close.
March 26, 2018 – The Volunteer Income Tax Assistance (VITA) program is now in the final weeks of operation at its nine Coastal Bend locations. This free income tax preparation service is provided to qualifying low- to moderate-income earners – those who earned up to $66,000 in 2017 – by IRS-trained and certified volunteers. VITA locations have differing times and dates of operation and begin closing April 11, 2018.
The VITA program provides this service with the goal of helping these individuals and families keep more of their income by both avoiding fees and utilizing all applicable tax credits, essentially pumping more money into the local economy. Last year, VITA put $5,141,991 back in taxpayer pockets.
The public can find more information by clicking on the VITA tab at uwcb.org. Please note that the IRS has determined that returns claiming disaster losses are outside of VITA’s scope.
What to Bring
Government-issued photo ID; Social Security cards for you, your spouse and dependents; an Individual Taxpayer Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security Number; proof of foreign status, if applying for an ITIN; birth dates for you, your spouse and dependents on the tax return; wage and earning statements (Form W-2, W-2G, 1099-R, 1099 Misc.) from all employers; interest and dividend statements from the banks (Forms 1099); all Forms 1095, Health Insurance Statements; Health Insurance Exemption Certificate, if received; a copy of last year's federal and state returns, if available; proof of bank account routing and account numbers for direct deposit such as a blank check; to file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms; total paid for daycare provider and the daycare provider's tax identifying number; Forms 1095-A, B or C, Affordable Care Statements; and copies of income transcripts from IRS and state, if applicable.
Visit the VITA tab for the closing dates and times of each location.