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. 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 locations and to make an appointment.




