VITA

save moneyHave your taxes prepared for free! VITA is United Way of Utah County’s Volunteer Income Tax Assistance program. Anyone in Utah, Summit or Wasatch Counties with an income of $51,000 or below may be eligible to have their taxes prepared and filed for free by one of our trained volunteers. Local volunteers are IRS certified and look for specific tax credits like the Earned Income Tax Credit. Volunteers help participants receive the best refund possible. United Way of Utah County’s VITA program is a part of a coalition with other nationwide financial institutions, nonprofit and government agencies and the “Earn It! Keep It! Save It!” program.

How Can I Help?

Do I qualify for VITA

How do I make an appointment

What do I bring

What is EITC

FAQs

 

How Can I Help?

Coin House

  • VITA volunteers are IRS certified to prepare basic tax returns.
  • VITA volunteers are trained to look for specific tax refunds and credits that may otherwise go unnoticed.
  • VITA is a free service for those who qualify. This service would cost around $200 to prepare the same documents by a paid preparer.
  • In 2012, 3,718 tax returns were prepared free of cost for families in Utah, Summit and Wasatch Counties.
  • Last year $5,805,531 was brought back into Utah, Summit and Wasatch County families’ pockets.
  • Every one hour volunteered through VITA brings an estimated $1,400 back to our community.
  • $ 1,915,780 total Earned Income Tax Credit went back to families in Utah, Summit or Wasatch Counties.
  • VITA volunteers are specifically trained to look for EITC eligibility, which has been known to be the #1 anti-poverty tool in the United States.

Do I qualify for VITA

Paperwork

United Way of Utah County’s VITA program offers free tax help for people who meet the following requirements. Dial 2-1-1 to set up an appointment or if you have any questions about your eligibility.

  • Household income must not exceed $51,000
  • Our volunteers are not trained to prepare taxes that include:
    • Rental income
    • Business expenses more than $5,000
    • Moving expenses
    • Complicated or advanced capital gains
    • Farm or military income

If you do not meet these requirements you may not qualify for VITA free tax preparation services. Please visit www.myfreetaxes.com/Utah or refer to a paid preparer. Dial 2-1-1 for more information.

 

How do I make an appointment

2-1-1

Appointments are necessary and fill up quickly, please schedule as early as possible.

Starting January 17 through April 15, dial 2-1-1 to make an appointment or to find out more information about VITA. Tax preparation sites are throughout Utah County.

 

What do I bring

coins

When you come to your appointment, there are a few things you need to bring, so a VITA volunteer can better serve you.

  • Picture ID, for you and your spouse if filing jointly
  • Both spouses must be present to sign required forms if filing jointly
  • Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration (the actual card is required, even if you have your number memorized)
  • A copy of last year’s Federal and State returns, if available
  • Bank Routing and Account Numbers for Direct Deposit (Voided check)—your refund will come up to two week sooner if you use Direct Deposit!
  • All tax documents – W2s, 1099s, etc.
  • Records of expenses such as mortgage interest, charitable donations, unreimbursed medical expenses, self-employments expenses, etc.
  • Amounts paid for day care, if applicable, and the day care provider’s identifying number.
  • Other relevant information about income and expenses.

Please do not bring your children!

 

What is EITC

  • The Earned Income Tax Credit, or EITC is a federal tax credit that could boost refunds for eligible workers by up to $5,751. Last year, the national average EITC refund was $2,100. According to the IRS, many people who did not qualify for EITC last year may qualify this year due to economic changes in their income or changes in marital or parental statuses. Families can get free help determining their EITC eligibility and claiming their credit through VITA volunteers specifically trained to look for EITC eligibility.

 

FAQs

coins

Do I qualify?

Those with a household income less than $50,000 may qualify for VITA assistance. Dial 2-1-1 for more information and to make an appointment.

Who are the volunteers?

Volunteers are trained and tested to receive IRS certification. They look specifically for tax credits that families in our area could qualify for like EITC. Our volunteers are excited to help, dial 2-1-1 to make your appointment.

How do I make an appointment?

Dial 2-1-1 to find out if you qualify for VITA and a 2-1-1 specialist will schedule an appointment for a time and place that works for you.

What do I bring?

Identification and tax documents are very important to bring to your appointment. Look over this list before you go a VITA appointment.

  • Picture ID, for you and your spouse if filing jointly
  • Both spouses must be present to sign required forms if filing jointly
  • Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration (the actual card is required, even if you have your number memorized)
  • A copy of last year’s Federal and State returns, if available
  • Bank Routing and Account Numbers for Direct Deposit (Voided check)—your refund will come up to two week sooner if you use Direct Deposit!
  • All tax documents – W2s, 1099s, etc.
  • Records of expenses such as mortgage interest, charitable donations, unreimbursed medical expenses, self-employments expenses, etc.
  • Amounts paid for day care, if applicable, and the day care provider’s identifying number.
  • Other relevant information about income and expenses.

Is VITA only offered in Utah County?

United Way of Utah County’s VITA program is a part of a coalition with other nationwide financial institutions, nonprofit and government agencies and the “Earn It! Keep It! Save It!” program.