VITA (Volunteer Income Tax Assistance)

North Texas Area United Way wants to help you and your family build assets and be financially stable through our VITA program. Our safe and secure VITA program is absolutely FREE! 

To schedule an appointment: call 2-1-1 or 877-541-7905, option 1

CONTACT: 
Genevieve Anderson, VITA Coordinator
ganderson@ntauw.org, 940-322-8638, ext. 35


 
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Tax Preparation Checklist

Use this list to help you get organized to file your taxes -- either online or in person. Note: If you’re getting free help filing your taxes in person (at a VITA site, for example), bring photo identification and a Social Security card for each adult in your household.


Step 1: Gather your documents

  • W-2s for each job held in 2016 for each person in the household, this form reports your name, wages, and other tax information to the IRS.
  • 1099s showing other income (unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, contract work) that is reported to the IRS.
  • 1098s showing payments you’ve made (school loans, property tax).
  • 1095-A if you received credit from the healthcare.gov marketplace.
  • Income/interest statements received for any savings account/investments.
  • Bank account numbers: a voided check or your bank or credit union’s routing number and savings or checking account number for your refund to be deposited automatically into your account through direct deposit.
  • Last year’s tax return (if you have it).

Step 2: Collect information for everyone in your household

  • Name and taxpayer number as they appear on the Social Security Card (SSN) or Individual Taxpayer Identification Number letter (ITIN) for you and all dependents (including children and elderly relatives for whom you provide care).
  • Date of birth and relationship (son, daughter, mother, etc.).
  • Current address (it may be different from the address on your employment records).

Step 3: Gather additional items to get a larger refund

Childcare expenses: name, address, Tax ID or Social Security Number of the child care provider.
Business expenses and assets: if you’re self-employed or have a small business
College: loans and/or scholarships received, and bills for technical/community college or university (Forms 1098-T/1098-E).
Educator expenses for teaching grades K-12 (school supplies and materials used in the classroom).
Charitable donations: list of contributions and amounts, receipts for contributions over $250.
Vehicles: vehicle sales tax, personal property tax statement for each car you own, total miles driven for the year and/or total miles driven for business.
Renters: amount of rent paid (in some states).
Homeowners: mortgage interest statement (Form 1098), real estate taxes paid, Statement of Property Tax Payable in 2016.
Retirement/IRA: amount contributed to an IRA and total value as of December 2016.
ITIN: if you need to apply for an ITIN for yourself or a family member, find out what other documents you need to take with you when you get help filing your taxes for free.

Step 4: File your taxes for free through MyFreeTaxes.com

70% of U.S. tax filers qualify to file state and federal for free with MyFreeTaxes. The service is brought to you by United Way, and powered by H&R Block.

Start filing! It's quick and easy.

To schedule an appointment in person call:  2-1-1 or 877-541-7905, option 1

Step 5: Keep copies of your forms and tax statements

For your protection, keep any forms used to prepare your taxes and a copy of your return for seven years. This information will make it easier to file your taxes next year.

 

To learn more click on the link below

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STILL HAVE QUESTIONS?

Call our free helpline at 1-855-698-9435

Safe, Free Tax Prep

2017 VITA Locations

To schedule an appointment, call 2-1-1 or 877-541-7905, option 1



WILBARGER COUNTY

Vernon College
4400 College Dr, Vernon, TX 73684
April 5th
2 PM - 4:30 PM

 

BAYLOR COUNTY

City of Seymour
301 N Washington, Seymour, TX
February 8th
9:30 AM - 11:30 PM

 

JACK COUNTY        

Jacksboro Concerned Citizens
400 E Pine St, Jacksboro, TX
March 15th
9 AM - 1 PM

 

ARCHER COUNTY

Archer Public Library
105 N Center St, Archer City, TX 76351
March 15th
3 PM - 5 PM

 

FOARD COUNTY    

Rolling Plans Management Corporation
118 N 1st St, Crowell, TX 79227
February 6th - April 15th
8 AM - 4PM

Wichita County

Main VITA Site
3401 Armory Rd, Wichita Falls, TX 76302
January 24th - April 18th
Tuesday & Thursday 11-7pm , Friday & Saturday 9-5pm

MLK (Martin Luther King) Center
1100 Smith, Wichita Falls, TX 76301       
February 22nd, March 22nd & April 12th
9 AM - 4 PM

Center for Economic Development
107 West Cash, Iowa Park, TX
February 1st & March 8th
9 AM - 4 PM

Holliday Public Library
205 S. Main, Holliday, TX 76366
February 8th
1 PM - 4 PM

Edwards Public Library
210 W. Gilbert, Henrietta, TX
February 15th & March 29th
9 AM - 4 PM

William Drive Conference Center
108 E Williams Dr, Burkburnett, TX    
January 25th & March 1st
9 AM - 4 PM

Beacon Lighthouse for the Blind
300 7th St, Wichita Falls, TX 76301
April 5th
9 AM - 12 PM

WF Housing Authority
115 East Wichita Street, Wichita Falls, TX 76306
February 6th - April 15
8 AM - 4PM

Rolling Plans Management Corporation    
1401 Holliday St, Wichita Falls, TX 76301
February 6th - April 15th
8 AM - 4PM