VITA Tax Assistance Information


Taxes do not have to be scary or expensive to deal with since United Way of St. Lucie County is giving local families a helping hand by providing free tax preparation services.  If you make less than $66,000 annually you are eligible for free online tax preparation. Visit MyFreeTaxes.com to do your taxes or find a site close to where you and others live, work and play.
 
Residents who earn a household income of less than $55,000 can have their taxes filed for FREE by IRS-certified Volunteer Income Tax Assistance (VITA) workers.
 
What to Bring:
 
Please bring the following with you:
  • 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-joint 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


About the Tax Credits:

The Earned Income Tax Credit (EITC) and Child Tax Credit (CTC) programs provide federal
tax benefits for low and moderate-income workers. The EITC offsets some or all of those families' federal income taxes and in many cases provides a supplemental source of income to help offset other taxes, including sales and payroll taxes. In order to claim the credits, eligible workers must file a tax return.
 
 
*Attendees interested in having their taxes filed at the VITA site must bring the following documents:  W-2 and 1099, Social Security card (yours and your dependents'), photo identification, and should bring a copy of 2017 tax return.
 
For more information, please contact Jessica Parrish, Director of Collaborative Impact, at (772) 464-5300 or jessica.parrish@unitedwayslc.org.
 

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