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Jan
30

Free Income Tax Assistance

Nothing is worse than doing your taxes than having to pay to get them done — especially when money is tight. Once again, the United Way has come through to offer their Volunteer Income Tax Assistance (VITA) Program. This program provides free tax-preparation service to individuals and households with incomes less than $49,000/yr. There are 20 VITA sites, located throughout Palm Beach County, each staffed with fully trained and certified volunteers.

Be sure to bring the following information to the VITA office:

• Last year’s Federal Income Tax Return (2008 income tax return)
• Social Security Cards for you, your spouse (if married), and all dependents
• Correct birth dates for all names that appear on the return
• All W-2’s for 2009, including spouses
• Form 1098 – Mortgage interest, property taxes
• Form 1099- DIV, G, INT, MISC, Q, R, RRB, SSA for 2009
• Voided check and savings account number for direct deposit of your refund (This
is optional, but it gets your cash to you fast)
• A Photo ID card (drivers license, etc.), including spouse’s, if married and filing joint returns
• For Dependent Care Credit, bring care provider’s name, address,
SSN/EIN, and amount you paid
• For Education credits, bring 1098T or 1098E and amount paid for qualified expenses

You can find more information on the program, including site locations and hours here.

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