VITA Program

VITA Tax Assistance & United Way of Saginaw County

We are seeking VITA Volunteers!

Watch this Video from the IRS on information

Helping in either the Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) programs can be rewarding while serving a vital role in your local community.  

The VITA and TCE programs offer free tax help to people with low-to-moderate income, senior citizens, persons with disability, those who have limited English proficiency and others who need assistance in preparing their own tax returns. In the majority of the free tax help sites, taxpayers can get one-on-one help from IRS-certified volunteers who prepare their taxes for them. Volunteers are needed in all these sites during the tax filing season.

Don’t know that much about taxes? Don’t worry — you’ll get specialized training or you can choose a volunteer role that doesn’t require tax law certification. The hours are flexible, the training is free and the time commitment is up to you.

Here are some of the volunteer roles needed at free tax preparation sites:

Greeter/Screener – You greet everyone visiting the site to create a pleasant atmosphere. You screen taxpayers to determine the type of assistance they need and confirm they have the necessary documents to complete their tax returns. Tax law certification is not required for this position.

Interpreter – You provide free language interpreter services to customers who are not fluent in English. Basic tax knowledge is helpful, but it is not required for this position.

Site Administrator/Coordinator – You have excellent organizational and leadership skills.  You are the primary resource for sharing your knowledge of the program and are available to assist with any issues that may arise. You develop and maintain schedules for all volunteers to ensure adequate coverage, supplies and equipment at your site. Tax law certification is not always required for this position.

Tax Preparer – You complete and successfully certify in tax law training, including the use of electronic filing software, to provide free tax return preparation for eligible taxpayers.

Quality Reviewer – You review tax returns completed by volunteer tax preparers, ensuring that every taxpayer receives top quality service and that the tax returns are error-free. You must be tax law certified at least at the Intermediate level.  

Tax Coach – You provide tax law assistance and guide taxpayers in preparing their own tax returns. Tax law certification is required for this volunteer role and training is available on-line or through face-to-face instruction.

 

Contact us today to sign up to volunteer!  Email:  info@unitedwaysagianw.org

 

 

 

VITA TAX Opens Early February 2022

 

What to Bring Checklist

Social Security Card

Photo ID

Birth dates for all dependents

W2's for wages

Statement from MDHHS

Consumers Energy Bill (showing amount paid in 2021)

Property Tax Bill or Proof of Rent Paid

Landlord's name and address

1099's for interest or other payments received

1099R for pensions

SSA 1099

Last Year's Tax Return

Total Amount Paid to Daycare

Reciept for payments made to Daycare

Daycare Tax ID

Bank Routing and Account Numbers for Direct Deposit

 

Click Here to Download the Tax Checklist

 

 

Prepare Your Own Tax Return

www.myfreetaxes.com

You can utilize free tax preparation software to prepare your own tax return. 

IRS Free File lets you prepare and file your federal income tax online for free.   

What Is IRS Free File?

The IRS Free File Program is a public-private partnership between the IRS and many tax preparation and filing software industry leaders who provide their brand-name products for free.

It provides two ways for taxpayers to prepare and file their federal income tax online for free: 

Traditional IRS Free File provides free online tax preparation and filing options on IRS partner sites.

Our partners are online tax preparation companies that develop and deliver this service at no cost to qualifying taxpayers.

Please note, only taxpayers whose adjusted gross income (or AGI) is $72,000 or less qualify for any IRS Free File partner offers. 

Free File Fillable Forms are electronic federal tax forms you can fill out and file online for free. If you choose this option, you should know how to prepare your own tax return.

Please note, it is the only IRS Free File option available for taxpayers whose income (AGI) is greater than $72,000.