VITA SERVICE UPDATE

This year, VITA (Volunteer Income Tax Assistance) tax preparation is by appointment only. Please see NEW PROGRAM PROCEDURES below.

LET US PREPARE YOUR TAXES FOR FREE

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: $19,140 or less
  • 2 People in Household: $25,860 or less
  • 3 People in Household: $32,580 or less
  • 4 People in Household: $39,300 or less
  • 5 People in Household: $46,020 or less
  • 6 or More in Household: $52,740 or less

The VITA service is 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.

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NEW PROGRAM PROCEDURES

  • No walk-in service. All tax preparation services are by appointment only
  • Call 211 to be screened for eligibility and to schedule an appointment
  • No admittance without an appointment, no exceptions
  • Face masks are required
  • NEW ELIGIBILITY REQUIREMENTS: Individuals and families who meet the following household income thresholds within one year qualify to receive VITA's free tax preparation
    • 1 Person in household: $19,140 or less
    • 2 People in household: $25,860 or less
    • 3 People in household: $32,580 or less
    • 4 People in household: $39,300 or less
    • 5 People in household: $46,020 or less
    • 6 Or more people in household: $52,740 or less
  • If filing a joint return, spouse or companion must be in attendance
  • No children or guests allowed 
Procedure during your appointment:
    • Enter the tax preparation site at United Way of Central Iowa at your scheduled time
    • Check in with registration
    • Complete your intake interview with a tax preparer, drop-off your materials, and sign required documentation
    • Decide whether you will wait for your return to be completed or have it emailed for your electronic signature
      • If waiting (typically 30-60 minutes):
        • Exit the building and wait outside or in your vehicle – please do not leave the premises while your tax return is being prepared 
        • You will be contacted if any additional information is needed
        • Once your return is complete, you will sign your return and receive your documentation where you are waiting
      • If using email:
        • You may leave once your intake is complete
        • You will be contacted if any additional information is needed
        • Once your return is complete you will receive a call and you will sign your return virtually via a safe and secure Docu-Sign process 

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 for you, your spouse and dependents and/or a Social Security number verification letter issued by the Social Security Administration
  • 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 2020 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 day care provider and the day care provider’s tax identifying number (the provider’s Social Security number or the provider’s business Employer Identification Number)
  • 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 at your appointment, your appointment will be cancelled. No exceptions. 

As listed above, you are required to bring 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. To request your transcript, go to www.IRS.gov and under "Tools," select "Get a tax transcript." After answering the questions, you can print your transcript. Or call 1-800-908-9946 and follow the prompts.

Call 211 with questions, to be screened for eligibility, and to schedule an appointment.

 

United Way of Central Iowa
1111 9th St., Des Moines

  • By appointment only - No walk-ins available at this time

  • Dial 211 for information and to schedule an appointment.

No additional locations
planned at this time.

 



VITA is sponsored in part by: 

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  Polk County Leading the Way color 2048 principal_financial_logo wells__color