VITA Tax Information

UnitedWay
Article Date
January 14, 2021

VITA (Volunteer Income Tax Assistance) – Putting $$ back in your pocket!    

 *** Please READ Carefully the Changes for this tax season:

  1. Appointments only for each location; you’re required to wear a face mask.
  2. 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.
  3. VITA Tax season starts February 2 through April 13, 2021, EITC refunds start early March
  4. 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.
  5. Missing documents will require You to make another appointment and delay tax preparation until all documents are printed. Employer due out by Feb 1
  6. 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!
  7. Important Links for Free Tax Assistance – you choose what works best for you!!!
    1. 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.
    2. Virtual - https://www.getyourrefund.org/greaternashville translators available
    3. Self File – www.unitedwayfilefree.com         
    4. Visit our website for more tax information-  https://www.yourlocaluw.org/VITA

VITA -What to Bring & What Returns we can do

  1. Original Social Security cards or ITINs for everyone on the return – NO exceptions
  2. Photo id for each spouse on the return
  3. 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.
  4. Self Employed & Contract work – Bring income and expense records documents
  5. Proof of expenses: Charitable contributions receipts, 1098-T, education expenses, child- care, and dependent care expenses forms/documentation
  6. Healthcare Form 1095 for Marketplace health insurance (replacement at https://www.healthcare.gov ) or a record of expenses for your Health Savings Account
  7. 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
  8. Bring your EIP/Stimulus documents received in 2020 (non-taxable) and previous year’s return.
  9. Household income limit is $72,000 for 2020 tax year.
  10. 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.