Support Services

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 $64,000 and below).

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