United Way says Volunteer Income Tax Assistance (VITA) Program has almost reached its capacity

Last Updated on March 3, 2021 by United Way of Cass County

SOURCE: News release from United Way of Cass County

The Volunteer Income Tax Assistance (VITA) Program for United Way of Cass County has almost reached its capacity. There are currently20 spots left. This is done on first come first served basis and the last day to make an appointment is Friday, March 19th. VITA is to benefit those from low-income households, disabled, elderly and Veterans who reside in Cass County.

Free tax preparation services are not available if, in 2020 you had health coverage through the Marketplace, had a health savings account, owned/sold rental property, owned/sold a business or bought/sold stocks, bonds, or mutual funds. This program, in partnership with the Internal Revenue Service (IRS), is for households earning $60,000or less. IRS-certified volunteers provide free basic income tax return preparation to qualified households in Cass County.

The United Way intake site will be operating by appointment ONLY on Tuesdays and Thursdays during scheduled times. Masks must be worn correctly at all times.Taxpayers can schedule appointments by contacting Karli at 574-753-3533. If a household earns $66,000 or less, you can prepare your own taxes for FREE online at myfreetaxes.com.

Required documents for intake:

•Valid photo ID•Social Security cards or ITIN cards for ALL persons on the return

•W2 forms for all employment during 2020

•Interest and dividend statements (if applicable)

•All 1099 forms received, including 1099 SSA from the Social Security Administration and unemployment statements

•Education expense receipts and Form 1098T

•Childcare receipts, along with provider’s address and Social Security number/employer identification number

•Real estate property tax receipts

•Landlord name and address

•Bank routing number and account number for direct deposit

•Copy of last year’s tax return (not required but helpful to have)