VITA income tax program to return in 2023

The Volunteer Income Tax Assistance (VITA) program will be administered in early 2023, offering free tax preparation services for individuals who live in Hancock County and whose household income is $60,000 or less annually. Priority will be given to those over age 60; individuals who speak English as a secondary language; and adults who have disabilities.

United Way is partnering with 50 North and the Findlay-Hancock County Public Library to offer the free tax preparation service at their sites. The taxes will be filed electronically by trained VITA tax volunteers.

The Findlay-Hancock County Community Foundation has provided a grant for partial support of the VITA program.

Beginning Jan. 17, community members may call the United Way office at 567-250-1955 to schedule their appointment for the VITA program. Callers will be asked a series of questions and will be informed of the items they must bring to their tax preparation appointment.

The number of appointments the program can accommodate this year is limited. Several other free tax services, however, will be available:

  • www.MyFreeTaxes.com: This United Way-sponsored program is a free, online, self-filing system offered in partnership with the IRS for households that earn under $73,000 annually. The website is self-guided, with prompts to help taxpayers complete their state and federal filings.
  • Tax Filing Workshops: The opportunity to file taxes yourself in a small group with a trained VITA volunteer who will provide guidance will also be available.

Items to bring to your VITA appointment, per the IRS:

  • Valid photo ID
  • Social Security cards for you, your spouse and any 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 dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from ALL employers from 2022
  • 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
  • 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

To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

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