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VITA Tax Information
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VITA (Volunteer Income Tax Assistance) – Putting $$ back in your pocket!
*** Please READ Carefully the Changes for this tax season:
- Appointments only for each location; you’re required to wear a face mask.
- Appointments include: verifying your id, completion/review of Intake form, collection & scanning of all necessary tax documents. You’ll be contacted by phone to review your tax information, and set time for on-site review, and a printed copy prior to tax filing.
- VITA Tax season starts February 2 through April 13, 2021, EITC refunds start early March
- All IRS required documents for tax preparation must be available in hard copy at VITA appointment. See items in VITA as List to bring items #3-8 for details.
- Missing documents will require You to make another appointment and delay tax preparation until all documents are printed. Employer due out by Feb 1
- Tax prep will be done off site in most cases. A second time will be set up for you to review and sign your return prior to e-filing. E-filing is the safest, secure, and Free!
- Important Links for Free Tax Assistance – you choose what works best for you!!!
- Go online and set your Appointments starting January 25, 2021 https://app.acuityscheduling.com/schedule.php?owner=13045408, our phone system requires 1 week delay response to receive call back at 615-830-7040.
- Virtual - https://www.getyourrefund.org/greaternashville translators available
- Self File – www.unitedwayfilefree.com
- Visit our website for more tax information- https://www.yourlocaluw.org/VITA
VITA -What to Bring & What Returns we can do
- Original Social Security cards or ITINs for everyone on the return – NO exceptions
- Photo id for each spouse on the return
- All income documents; W-2s, 1099s including Unemployment, Social Security, Retirement, Dividends, Cash & Gambling income. To obtain W-2s go to www. irs.gov/transcript for a non-redacted copy.
- Self Employed & Contract work – Bring income and expense records documents
- Proof of expenses: Charitable contributions receipts, 1098-T, education expenses, child- care, and dependent care expenses forms/documentation
- Healthcare Form 1095 for Marketplace health insurance (replacement at https://www.healthcare.gov ) or a record of expenses for your Health Savings Account
- Direct Deposit Information – the fastest, safest way to get your refund. Bring Bank routing and account number as it appears on a personal check or prepaid debit card
- Bring your EIP/Stimulus documents received in 2020 (non-taxable) and previous year’s return.
- Household income limit is $72,000 for 2020 tax year.
- We do NOT prepare taxes for state taxes, rental, farm, or minister income, or self-employment with loss or inventory income. Other less common limitations apply per IRS regulations. See the self-preparation links above as an option.