Free Income Tax Preparation

Free Tax Preparation

Our Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) program offers free income tax preparation for those with qualifying incomes of $54,000 and under. Site operating hours, locations and services offered may vary. For an appointment please call 2-1-1 or 269-788-6500 x2032 starting January 15th.

VITA

(VITA/TCE) return preparation sites are operated by IRS certified volunteers. A list below advises the forms and types of returns we can complete. There are items that are considered out of scope for the VITA Program. Your patience and understanding are appreciated.

Help Your Community (Volunteer)

The VITA program is always looking for volunteers. We will train you and get you prepared to become an intake specialist or a certified tax preparer. There are many days, times and locations that make it easy to work with your schedule. If you would like to volunteer, please contact Sheryl at 269-788-6500 ext. 2041.

Services Offered

  • Returns are completed during your appointment.
  • Returns can be dropped off and picked up within 72 hours (site and times to be announced).
  • Complete your own return at www.myfreetaxes.com. This software is sponsored by United Way and H&R Block. For returns with higher incomes there may be a fee to submit to the IRS.
  • Receive assistance using the FOC computer lab.
  • Check eligibility for: Education Credits (Form 1099-T), Child Tax Credit, Earned Income Credit,
  • Home Heating Credit, Property Tax Credit and Itemized Deductions.
  • Prior Year and Amended Returns limited.

What To Bring

  • For married filing joint, both spouses must be present
  • Photo identification for you and your spouse (if married)
  • Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse and/or dependents
  • Birth dates for you, spouse, and/or dependents
  • A copy of last year’s tax return
  • All wages W-2 and 1099 misc
  • All forms 1099 : Interest, dividends, unemployment, social security, IRA's, gambling winnings,
  • Cancelled debt, capital gains/loss, health savings accounts, education forms
  • Forms 1095-A, B or C (ACA Statements)
  • Information for other income
  • Information for all deductions/credits
  • Total paid to day care provider and their tax ID number
  • For direct deposit of refund, proof of account and bank’s routing and account number
  • For prior year returns, copies of w2's or income transcripts from IRS (and state, if applicable)
  • Heating bill from January or February showing home heating credit amount
  • Leases agreements or Rental Information