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, 01/10/2023 - 15:18
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United Way of North Central Oklahoma Volunteer Income Tax Assistance (VITA) site will start setting up appointments Jan. 17. Call the United Way office at 580-765-2476. Appointments will begin Feb. 1. United Way will also have a translation service available.

Please notify United Way of North Central Oklahoma when you make your appointment if you need that service. Zoom evening appointments are also available.

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 dividend 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