VITA

Thank you to our 2022 VITA sponsor!

Volunteer Income Tax Assistance Program

The VITA (Volunteer Income Tax Assistance) program offers free tax preparation and e-filing services to individuals and families with an annual household income at or below $57,000; persons with disabilities; and those who are older than 60 years of age. VITA tax preparers are certified by the IRS to ensure that clients receive all eligible Earned Income Tax Credits (EITC) and Child Tax Credits. In addition, clients save money by not having to pay fees associated with tax preparation. Through the VITA program, we help hard-working individuals and families in our community take advantage of their tax dollars and reinvest their returns back into Southwestern Indiana. 

Even with reduced capacity in 2021, 758 tax returns were filed through our VITA program, generating more than $963,000 in state and federal refunds. Many clients used their tax refunds to pay bills, add to their savings accounts, purchase homes, and make home or car repairs.  The VITA program depends heavily on a group of local volunteers who donate their time during tax season.  

ALL IN-PERSON VITA APPOINTMENTS ARE FILLED.

VITA SERVICES WILL BE OFFERED AT THE HOMELESS CONNECT EVENT ON
MARCH 31 FROM 9 AM TO 2 PM AT OLD NATIONAL EVENTS PLAZA.
PRE-REGISTER BY CLICKING HERE

Be Prepared!

The following documentation is required. Please be gathering this documentation in advance of your appointment. For a printable list, click here.
    • Proof of identification (photo ID)
    • Social Security cards for you, your spouse, and dependents
    • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse, and your dependents if you do not have a Social Security number
    • Proof of foreign status, if applying for an ITIN
    • Birth dates for you, your spouse, and dependents on the tax return
    • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
    • Interest and dividend statements from banks (Forms 1099)
    • Health Insurance Exemption Certificate, if received
    • A copy of last year’s federal and state returns, if available
    • Proof of bank account routing and account numbers for direct deposit, such as a blank check
    • To file taxes electronically on a married-filing-jointly tax return, both spouses must be present to sign the required forms
    • Total paid for daycare provider and the daycare provider’s tax identifying number, such as their Social Security number or business Employer Identification Number
    • Forms 1095-A, B and C, Health Coverage Statements
    • Copies of income transcripts from IRS and state, if applicable
    • Form 6419 for advanced child tax credits*
    • Form 1444-C Stimulus Check Notices*
*NEW for Tax Year 2021

ALL IN-PERSON VITA APPOINTMENTS ARE FILLED 

DROP-OFF LOCATION:

Christian Resource Center
499 Jefferson St., Rockport
Fridays, 9am-12pm
2/4, 2/18, 3/4, 3/18, 4/1, and 4/8
Returns will be finished in 10-14 days


ALL VITA PARTICIPANTS MUST WEAR A MASK.

ADDITIONAL TAX FILING RESOURCES

Additional tax filing preparation and resources can be found here.

Thank You For Your Submission

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