LET US PREPARE YOUR TAXES FOR FREE

You may be eligible to receive FREE tax preparation. You may also be eligible for the Earned Income Tax Credit (EITC) or Child Care Tax Credits. This is your money to keep and save. Dial 211 for more information. 211 is free and available 24/7.

Individuals and families who meet the household income thresholds below within one year qualify to receive free tax preparation through our VITA program.

- 1 Person in Household: $40,770 or less
- 2 People in Household: $54,930 or less
- 3 People in Household: $69,090 or less
- 4 People in Household: $83,250 or less
- 5 People in Household: $97,410 or less

The VITA service is a free, accurate, and convenient way to file your taxes. We will also help those who qualify receive Earned Income Tax Credit or Child Care Tax Credits if eligible.

IMPORTANT!

United Way must have a copy of last year's tax returns or a tax return transcript to prepare your taxes. We will not have access to last year's return information, even if we prepared your return. You must bring accurate stimulus and child tax credit payment amounts for us to prepare an accurate return. To obtain a transcript, go to www.irs.gov/individuals/get-transcript or call 1-800-908-9946.

WHAT YOU NEED TO PARTICIPATE IN VITA

We want you to have a positive experience with VITA. Bring ALL required materials to help us provide you with a positive, accurate, and timely tax preparation meeting with VITA volunteers.

You MUST bring all of the following items:

- Proof of identification
- Social Security cards and/or a Social Security number verification letter issued by the Social Security Administration for you, your spouse, and dependents
- Birth dates for you, your spouse, and dependents on the tax return
- Current year’s tax package, if you received one
- A copy of last year’s federal and state returns
- Wage and earning statement(s) from all 2022 employers: Form W-2, W-2G, 1099-R
- Bring Notice 1444 or check stubs from the Economic Impact Payment Rebate received earlier in the year (i.e. $1,200 per person)
- Interest and dividend statements from banks (Forms 1099)
- Bank routing numbers and account numbers for direct deposit. Blank check or deposit slip required.
- Total paid for daycare provider and the daycare provider’s tax identifying number (the provider’s Social Security number or the provider’s business Employer Identification Number)
- Stimulus and child tax credit payments received in 2022
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

If you do not have all of the required materials above you will not be able to meet with a tax preparer to complete your return. No exceptions.

You are required to bring a copy of last year's tax returns or a tax return transcript to prepare your taxes. To request your transcript, go to www.IRS.gov, under "Tools," select "Get a tax transcript.", answer the questions, and print your transcript. Or call 1-800-908-9946 and follow the prompts.

Please dial 211 if you have questions.

VITA Locations

Disclaimer: United Way and River Place VITA sites serve clients on a first come first served basis. The number of returns we are able to process each shift is dependent on the number of volunteers we have that day. This number will change from day to day.