Have you ever had a question and didn’t know where to find the answer? If so, you’ve come to the right place.
This section is a compilation of answers to the questions most commonly asked by our constituents. Just start by following one of the links below. If you can’t find the question you wanted to ask, don’t hesitate to contact us.
What is the VITA program?
The IRS's Volunteer Income Tax Assistance (VITA) program offer free basic tax return preparation to qualified individuals.
The VITA program has operated for over 50 years. VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:
• People who generally make $57,000 or less
• Persons with disabilities; and
• Limited English-speaking taxpayers
In addition to VITA, the TCE program offers free tax help, particularly for those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.
While the IRS manages the VITA and TCE programs, the VITA/TCE sites are operated by IRS partners and staffed by volunteers who want to make a difference in their communities. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.
VITA/TCE services are not only free, they are also a reliable and trusted source for preparing tax returns. All VITA/TCE volunteers who prepare returns must take and pass tax law training that meets or exceeds IRS standards. This training includes maintaining the privacy and confidentiality of all taxpayer information. In addition to requiring volunteers to certify their knowledge of the tax laws, the IRS requires a quality review check for every return prepared at a VITA/TCE site prior to filing. Each filing season, tens of thousands of dedicated VITA/TCE volunteers prepare millions of federal and state returns. They also assist taxpayers with the preparation of thousands of Facilitated Self-Assistance returns.
How can I get involved?
We’re always on the lookout for individuals like you wanting to get involved. Visit our How To Help section to find out ways to donate or volunteer.
We have a responsibility to our community and our donors and work hard to ensure long-term sustainability of the organization. We make our IRS Form 990 available for review, as required by law. Visit our Financials page to learn more.
What do I need to bring with me?
In order for us to prepare your return, you must have the following items:
• Proof of identification (photo ID)
• Original copy of social security cards for you, your spouse and dependents
• An Individual Taxpayer Identification Number (ITIN) may be substituted for you, your spouse and your dependents if you do not have a Social Security number
• Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
• Proof of bank account routing and account numbers if desiring direct deposit (such as a blank check)
• Total amount spent on tuition and books during the tax year, if applicable
• Interest and dividend statements from banks (Forms 1099), if applicable
• Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number, if applicable
• Copies of income transcripts from IRS and state, if applicable
• Married-Filing-Jointly: To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms