Volunteer Income Tax Assistance (VITA)

VITA logoTEAM offers free tax preparation and filing between January 29th to April 17th through the Volunteer Income Tax Assistance (VITA) progam. IRS-trained volunteers help taxpayers prepare basic tax return forms, where the primary source of income is from wages and salaries. The tax returns are filed electronically at no cost.

VITA aims to:

  • Increase the number of working families that qualify for the Earned Income Tax Credit (EITC) and the Child Care Tax Credit (CTC)
  • Reduce the amount of EITC and CTC tax dollars lost to tax preparation fees
  • Increase the number of free tax preparation sites
  • Promote the use of EITC and CTC dollars as a gateway to asset building through financial literacy training


Eligibility Requirements

VITA offers free tax help to low- to moderate-income people (annual household income of $54,000 and below, or 200% of Federal Poverty Guidelines).

VITA locations:

TEAM, Inc.
30 Elizabeth Street
Derby, CT 06418
Derby Neck Library
307 Hawthorne Avenue
Derby, CT 06418
Milford Senior Center
9 Jepson Drive
Milford, CT 06460

IRS 1040 formApplication Process

Applications for all 3 locations are by appointment only.

Call (203) 736-5420 ext. 206 to schedule an appointment for any of the 3 locations. Schedule an appointment online today at www.bookeo.com/teamvita.

Items you need to bring to have your tax returns prepared:

  • Completed Intake sheet (Form 13614), mailed with your appointment confirmation
  • Photo identification for primary and secondary tax payer (if applicable)
  • Social Security cards for primary, secondary, and any dependents
    • Or Social Security verification letter, SSA-1099, Medicare card, or ITN card
  • Birth Dates for primary, secondary, and dependents on the tax return
  • Wage and earning statement(s) Form W-2, 1099-R, from all employers
  • Other relevant information about income and expenses, including interest and dividend statements from banks, miscellaneous income (Form 1099-MISC), unemployment, gambling winnings (Form W-2G), and self-employment income and expense statements
  • Copies of last year’s Federal and State returns, if available
  • Bank routing numbers and account numbers for refund direct deposit
  • For child & dependent care credit, a statement for the care provider with the provider’s name, ID number, and total paid for day care
  • Affordable Health Care Statements (Form 1095-A, 1095-B, or 1095-C), if applicable
  • Student Loan Form 1098-E, if applicable


To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

VITA offers direct deposit to your private bank account(s); VITA does not offer instant refunds. All tax preparation services are free of charge. TEAM’s VITA program is entirely staffed by local volunteers who are trained and certified by the IRS. TEAM reserves the right to refuse tax preparation services to those who may require complex services beyond the scope of our volunteers and/or to those unable to provide documentation regarding their income.

Are you interested in becoming a volunteer for VITA? Training is provided and your help is greatly appreciated!

Contact:
VITA Program
30 Elizabeth Street
Derby, CT 06418
(203) 736-5420 ext. 206