Volunteer Income Tax Assistance Program
About
Through the Volunteer Income Tax Assistance (VITA) program, IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. If you earn less than $66,000 you may be eligible to have your tax returns filed for free and qualify for the Earned Income Tax Credit (EITC).
In collaboration with our community partners and VITA sites, we provide low-income residents with free tax preparation assistance to help them maximize available credits and receive tax refunds. Last year, we mobilized volunteer tax preparers to prepare over 1,540 returns. Through our partnership, last year we helped local individuals and families receive a total of $2,647,432 in tax refunds, with an additional estimated savings of over $401,940 in tax preparation costs to participants (based on IRS estimates). The total value provided to the community was $3,251,158 when combining savings in tax prep fees, refunds and in-kind value and time.
Additionally, United Way of Broome County has partnered with MyFreeTaxes.com to provide a free online filing service for households making less than $66,000 per year. This service is absolutely FREE. Go to www.myfreetaxes.com/UnitedWayBroome to file your federal and state tax returns.
VITA FAQs
How do I qualify for free income tax services?
To qualify, your household income must be $66,000 or less and you have worked and lived only in New York State and you must not have rental property income. Additionally, if you are self-employed, you no reported loss, no employees and business expenses under $10,000.
How do I make an appointment?
By calling 211 or 1-800-901-2180, you will be connected to one of our specialists who will be able to set you up for a free appointment.
Sites are currently closed for the tax season.
What do I need to bring to my scheduled appointment?
- Picture ID’s for you and your spouse. Your spouse must be present at the appointment
- Social Security Card and birthday for each family member
- W-2 forms for all jobs worked
- All 1099 forms that you have received
- Be prepared to discuss Health Insurance Coverage
- Copy of last year’s income tax return
- Childcare provider’s name, address and tax ID number, if applicable
- Bank account number for direct deposit
- If self-employed, bring business records for income and expenses
PARTNER ORGANIZATIONS
- Department of Social Services
- Family Enrichment Network
- AARP
- Binghamton University