VITA2018-04-20T13:20:54+00:00

Volunteer Income Tax Assistance (VITA)

Anderson County partners with community volunteers​ to expand the availability of free tax preparation services in the area to households with an income of $53,000 or less. VITA (Volunteer Income Tax Assistance) is sponsored by the IRS and run by communities wishing to provide the service to their residents. VITA tax preparers can prepare returns with credits including: Additional Child Tax Credit, Child and Dependent Care, Education Credits, Retirement Saver’s Credit. VITA tax preparers cannot complete forms containing: Schedule C with losses, Complicated & advanced Schedule D (capital gains and losses), Form SS-5 (request for Social Security Number, Form 8606 (non-deductible IRA), Form 8615 (minor’s investment income), or Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding.

2017 Facts

​Total Tax Forms Filed: 1,903
Total Taxable Income: $42,264,262.00
Total Federal Refund: $2,100,715.00
Average Federal Refund: $1,103.9

What You Need to Bring:

  1. Picture ID – Driver’s License
  2. Original Social Security cards for everyone listed on your return (PHOTOCOPIES NOT ACCEPTED)
  3. All income documents such as W-2’s, 1099’s, and other documentation of higher education expenses including tuition paid and student loan interest paid
  4. Daycare expenses (include provider’s name/address/tax ID #)
  5. Last year’s tax returns (Federal and State)
  6. Documentation to support itemized deductions if applicable – includes mortgage loan interest paid, charitable contributions, property tax paid (home & auto) and medical expenses. [MUST BE ALREADY CALCULATED AND TOTALED ON ITEMIZATION WORKSHEET AVAILABLE AT SITES]
  7. Proof of foreign status, if apply for an ITIN
  8. Bank routing and account numbers for Direct Deposit of refunds.

If you are filing a joint return, both spouses must be present to sign required forms. Please arrive 15 minutes before your appointment to complete required paperwork. For a complete listing of what VITA tax preparers can/cannot prepare and what you need to bring, visitwww.irs.gov.

Locations:

Vita Oak Ridge:

Trinity Methodist Church (Trinity Outreach Center)

Jan. 30 – April 16, 2018

Tues – Fri: 3:00 – 8:00 pm

Sat: 10 – 12:00 pm