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Support Services
Financial Assistance
VITA (Volunteer Income Tax Assistance)
TEAM offers free tax preparation and filing through the Volunteer Income Tax Assistance (VITA) program. 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.
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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 $68,000 and below).
VITA Locations
TEAM, Inc.
30 Elizabeth Street
Derby, CT 06418
Milford Senior Center
9 Jepson Drive
Milford, CT 06460
Beacon Falls Senior Center
57 N. Main Street
Beacon Falls, CT 06403
All locations are in-person and by appointment only.
Please call 211 or go online to www.211ct.org to schedule an appointment at the Milford Senior Center or TEAM in Derby.
Call (203) 516-8498 to make an appointment at the Beacon Falls Senior Center.
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