Categories: News
      Date: February 04, 2009
     Title: United Way offers FREE tax preparation

United Way of Marion County is offering FREE income tax preparation through their VITA (Volunteer Income Tax Assistance) site located at the United Way at 1401 NE 2nd St, Ocala.

United Way of Marion County is offering FREE income tax preparation through their VITA (Volunteer Income Tax Assistance) site located at the United Way at 1401 NE 2nd St, Ocala. Marion County residents must make an appointment by calling 352-732-9696. All volunteers providing tax assistance are trained by the Internal Revenue Service.

Residents will need to bring the following information with them:

• Last year's Federal Income Tax Return (2007 income tax return)
• Social Security cards for all taxpayers and dependents
• Correct birthdates for all names that appear on the return
• All "Important Tax Documents" (W-2s, 1099s, 1098 for mortgage interest, property taxes)
• Picture ID including spouse's, if married and filing joint returns
• Amount of Economic Stimulus Payment
• For education credits, bring 1098T or 1098E and the amount paid for qualified expenses
• For dependent care credit, Child care provider's name, address, SSN/EIN and amount you paid
• Voided check and saving account number for direct deposit of your refund (this is optional, but gets your cash to you fast.)

If married and filing a joint return, both spouses must come to the VITA site. Volunteers will NOT prepare Schedule C, Schedule D (complex), Schedule E, request for Social Security Numbers, Employee Business Expenses, Moving Expenses, Nondeductible IRA, or Minor Investment Income.

For more information, contact Faith Beard at 352-732-9696 ext. 200.