Volunteer Income Tax Assistance

VOLUNTEER

United Way of Marion County is looking for volunteers who are interested in preparing income taxes for free through the Volunteer Income Tax Assistance (VITA) program.  No experience necessary and free certification training is provided by IRS certified instructors.

You could help change the life of a low-income working family by volunteering at one of our centers.  Volunteers are needed to be tax preparers, greeters and interpreters.  We cannot do this alone.  We need you to invest in the lives of struggling families in Marion County.

Sign up to volunteer by visiting our volunteer portal or call Doug MacPhail at 352-355-1225.

IT'S YOUR MONEY. PAY YOURSELF. FREE TAX CENTERS

United Way of Marion County offers FREE income tax preparation through a variety of VITA (Volunteer Income Tax Assistance) locations throughout Marion County. Residents are encouraged to get 100 percent of their return back.  Please call 2-1-1 to make an appointment.  All volunteers providing tax assistance are trained by the Internal Revenue Service. 
 

Call 2-1-1 (available 24/7) to schedule your appointment, or click HERE to schedule online.

Locations

 
 
 
 

Be Prepared for your appointment: 

In order to assist you, please be sure to bring the following documents to your appointment:
 
Identification
• Valid picture ID such as a drivers’ license/state identification for all tax payers.
• Copy of your prior year tax return.
• Social Security cards or ITIN letters for yourself, spouse, your children and other
dependents.
• Birth dates for you, spouse, children and other dependents (birth certificates are not
required)
 
Income 
• W-2s, W-2G
• 1099- Misc. from all employers
• 1099 from financial institution showing Interest, dividends and any stock sales
• 1099-R forms if retired
• 1099-SSA from the Social Security Administration
 
Documentation
• Child care expenses, including the provider’s address and Federal ID #
• Mortgage company statements
• Adoption expenses
• Alimony paid or received
• Documentation for the purchase of a home
• Any notices received from the IRS or state tax office
• Property tax bills
• College tuition and student loan interest statements
• Additional forms of income such as:
o Prizes and awards
o Scholarships and fellowships
o Lottery / gambling winnings
 
For direct deposit of your refund
A cancelled blank check (if you don’t have a checking account, contact your bank and obtain the American Bankers association (ABA) nine-digit routing number, along with your account number.
 
To file taxes electronically on a married-filing-joint tax return
Both spouses must be present to sign the required forms.
 
If you need to cancel or reschedule your appointment, you may do so through our website or give us a call: dial 2-1-1.
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
 
Visit www.myfreetaxes.com and take avantage of the FREE service!
 
 
For more information, contact Doug MacPhail at 352-355-1225