United Way of North Central Oklahoma free Volunteer Income Tax Assistance (VITA)

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United Way of North Central Oklahoma free Volunteer Income Tax Assistance (VITA)

Tue, 02/14/2023 - 03:35
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United Way of North Central Oklahoma Volunteer Income Tax Assistance (VITA) site is currently taking appointments. Call the United Way office at 580765-2476. We will also have a translation service available. Please notify us when you make your appointment if you need that service.

With the help of community volunteers, families who make a household income of less than $58,000 can access the VITA site and have their taxes prepared for FREE.

TIME: Arrive on time! WHAT TO BRING:

• Driver’s License/State ID of Taxpayer & Spouse – must be available each time you have contact with the VITA tax preparer.

 

• Social Security Cards and date of birth - of taxpayer/ spouse & dependents that will be claimed on tax return. Taxes will not be prepared if ALL social security cards are not present. No exceptions.

 

• Bring last year’s tax return – even if this site has prepared your return in the past. This will be important for your EIP status as well as EITC entry.

Any relevant income documents such as: W-2 – from your employer or 1099NEC when you do not work AS an employee If self-employed, have all receipts available and added up. If you had a loss, we are not allowed to prepare your tax return.

1099 R – A retirement document Social Security Statement - 1099 SSA 1099 - INT - Bank interest and/or Broker Statements 1099 - DIV - Investment div- idend 1098 - T - Tuition & Scholarship Statement 1099G - Unemployment Statement or State Tax Refund Letters from IRS as recipient of Advance Child Tax Credit Payments & 3rd EIP payment Mortgage Interest Statement/Real Estate Taxes Paid / Any charitable contributions For direct deposit of refund bring banking information (account/routing numbers) not deposit slip!!!

**For married filing joint, both spouses must be present for signatures! Unless other arrangements have been made. ** **No more than 5 W2G’s **No Farm Returns If you should have any questions before your appointment, call 580-765-2476. The VITA site will remain open until April 14, 2023 unless otherwise announced. UW office, 205 N 2nd St., Ponca City, OK 74601. For questions regarding your return, email at PCvoltax@outlook.com Another way United Way is giving back to the community!