VITA Tax Help, by Appointment

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $54,000 or less, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

Qualifications:

1. Generally, income should be $54,000 or below.

2. If you are currently a member of the military, clergy, or a small business owner, you do not qualify for this V.I.T.A location. Although, if you are self-employed with $10,000 or below in expenses, you do qualify for V.I.T.A.

3. If you have a farm, you do not qualify for V.I.T.A..

4. If you earned income in a state other than N.C. in 2017, you do not qualify for V.I.T.A. unless that income was earned in Alaska, Florida, Nevada, South Dakota, Texas, Washington, Wyoming, New Hampshire or Tennessee (These states have no income tax).

Before going to a VITA or TCE site, see Publication 3676-B for services provided and check out the What to Bring page to ensure you have all the required documents and information our volunteers will need to help you.*Note: available services can vary at each site due to the availability of volunteers certified with the tax law expertise required for your return.

(https://www.irs.gov/individuals/free-tax-return-preparation-for-you-by-volunteers)

What to Bring to Your Local VITA (Volunteer Income Tax Assistance) Site

§ Proof of identification (photo ID)

§ Social Security cards for you, your spouse and dependents

§ An Individual Taxpayer Identification 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 banks (Forms 1099)

§ 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 such as their Social Security number or business Employer Identification Number

§ Forms1095-A, B and C, Health Coverage Statements

§ Copies of income transcripts from IRS and state, if applicable

§ Please fill out an INTAKE FORM before your appointment, available atthe Library, or download it to print by clicking here

(https://www.irs.gov/pub/irs-pdf/f13614c.pdf)

(from https://www.irs.gov/individuals/checklist-for-free-tax-return-preparation)

Call (828) 264-8784, Extension # 2,to make an appointment.