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.  

WE NEED YOU! Become a VITA Volunteer

Volunteers are the backbone of our VITA program. Without them, we can’t assist as many families in getting the tax refunds they deserve. Volunteers are needed to serve Warrick County. No prior tax experience is required and we’ll provide the training. Please join us!

Questions? Call Katie at 812-422-4100 or email ksutton@unitedwayswi.org.

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

COVID-19 Precautions

We are adamant about ensuring the safety of our volunteer preparers and clients. We will be conducting tax preparation by appointment only or drop-off. No walk-ins will be allowed.

ALL PARTICIPANTS MUST WEAR A MASK. Hand sanitizer will be available at all locations and social distancing will be observed.

2022 Schedule

Schedule Appointment

Check in frequently for updated information and scheduling instructions.

APPOINTMENT ONLY LOCATIONS

Legal Aid Society
1 NW MLK Jr Blvd., Civic Center, Room 105
Mondays, 1pm-4pm
1/31/22 – 4/18/22
Call 812.435.5173 to schedule

WorkOne Southwest  *NEW LOCATION!*
4600 Washington Ave., Suite 113
Tuesdays, 5pm-8pm
2/1/22 – 4/11/22

United Way of Southwestern Indiana
318 Main St., 1st floor Media Suite

Wednesdays, 6pm-8pm
2/2/22 – 4/13/22

Tri-Cap
499 West State Road 62, Boonville

Tuesdays, 1pm-4:30pm
Thursdays, 4pm-8pm
2/1/22 – 4/14/22

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

Thank You For Your Submission

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