Categories: News
      Date: December 23, 2009
     Title: Free Tax preparation available

United Way of Marion County is offering FREE income tax preparation through a variety of VITA (Volunteer Income Tax Assistance) locations. Marion County residents are encouraged to get 100 percent of their return back.

United Way of Marion County is offering FREE income tax preparation through a variety of VITA (Volunteer Income Tax Assistance) locations. Marion County residents are encouraged to get 100 percent of their return back. Please call 352-732-9696 to make an appointment. 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 (2008 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
• 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 for {cms_selflink page="financial-stability" text="locations"} and to make an appointment.