Volunteer Income Tax Assistance

Contact Information: 325-625-4167 x 235

VITA Program Coordinator: Willena Benson wbenson@ctoinc.org

Cornerstone Community Action Agency is proud to once again offer FREE tax preparation assistance. Through our Volunteer Income Tax Assistance (VITA) program, trained volunteers are able to process your tax return…for free! 

What exactly is VITA?

 

VITA is an initiative sponsored by the IRS. The purpose of VITA is to provide free income tax preparation assistance for those with low to

moderate incomes, as well as those in rural areas. IRS certified volunteers will prepare your return for you for absolutely free. Many of our VITA volunteers have years of tax preparation experience, and are passionate about helping their fellow community members with their taxes.

 

Why should I use VITA for my taxes?

 

It’s 100% free! You pay nothing to the tax preparer or CCAA to access VITA services, and to have your return prepared. Many tax preparation companies like H&R Block or Jackson Hewitt may promise a rapid refund; however, these refunds often include costly fees. Additionally, these rapid returns are often in the form of high interest loans. You could end up paying quite a bit of money if you use these types of services instead of VITA.

Where and when do I go?

For 2020 filing season, the IRS will begin processing tax returns starting January 28, 2020. The majority of our VITA sites in the CCAA coverage area will be open starting at the beginning of February till around the middle of April. Please monitor this page periodically, as information is very likely to change. Additional sites may be added as well. Click on the County Area Site to display more information about that location.

 

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​Any Questions? Call (325) 625-4167

 

What do I need to bring?

 

  • 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 date information for 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

 

When you arrive at the VITA site, you will also be given an intake sheet. This sheet will ask some questions relating to your personal and family situation, and will be used to assist the tax preparer to ensure your return is processed correctly.

 

The VITA program is possible because of the Financial Empowerment Coalition serving 26 counties, and our community volunteers.

VITA