VITA

Volunteer Income Tax Assistance

Volunteer Income Tax Assistance

About VITA

VITA Refunds

The Volunteer Income Tax Assistance (VITA) Program offers free tax help for low- to moderate-income (generally $55,000 and below) individuals and families. Bilingual tax assistance is available.

Please note: No appointment is necessary for Saturdays.


PLEASE REMEMBER TO BRING THE FOLLOWING:*

  • 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
  • Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • All Forms 1095, Health Insurance Statements (1095-A, 1095-B, 1095-C), 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

* To file taxes electronically on a married filing joint tax return, both spouses must be present.

For more information about VITA, call us at (516) 349-4288 or email us at community@bethpagefcu.com.