WICHITA FALLS, Texas (TNN) - Genevieve Anderson with United Way’s VITA program joined Jake in studio to talk about tax season and how you can lend a helping hand.
VITA stands for volunteer income tax assistance. The goal is to help those who need help with their taxes.
The North Texas Area United Way would like to help people build assets and be financially stable through the VITA program.
The program is safe and secure and also completely free.
Volunteer training starts in Jan. and they will teach you everything you need to know.
To schedule a tax prep appointment call 877-541-7905 (or 2-1-1).
Jan. 4, Jan. 11 and Jan. 18
Jan. 7 through 17 in the morning 9 a.m. to 12:30 p.m. and evening 5 p.m. to 8:30 p.m.
- W-2s - for each job held in 2016 for each person in the household, this form reports your name, wages, and other tax information to the IRS.
- 1099s - showing other income (unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, contract work) that is reported to the IRS.
- 1098s - showing payments you’ve made (school loans, property tax).
- 1095-A - if you received credit from the healthcare.gov marketplace.
- Income/interest statements - received for any savings account/investments.
- Bank account numbers - a voided check or your bank or credit union’s routing number and savings or checking account number for your refund to be deposited automatically into your account through direct deposit.
- Last year’s tax return - (if you have it).
- Name and taxpayer number - as they appear on the Social Security Card (SSN) or Individual Taxpayer Identification Number letter (ITIN) for you and all dependents (including children and elderly relatives for whom you provide care).
- Date of birth and relationship - (son, daughter, mother, etc.).
- Current address - (it may be different from the address on your employment records).
- Childcare expenses: name, address, Tax ID or Social Security Number of the child care provider.
- Business expenses and assets: if you’re self-employed or have a small business
- College: loans and/or scholarships received, and bills for technical/community college or university (Forms 1098-T/1098-E).
- Educator expenses: for teaching grades K-12 (school supplies and materials used in the classroom).
- Charitable donations: list of contributions and amounts, receipts for contributions over $250.
- Vehicles: vehicle sales tax, personal property tax statement for each car you own, total miles driven for the year and/or total miles driven for business.
- Renters: amount of rent paid (in some states).
- Homeowners: mortgage interest statement (Form 1098), real estate taxes paid, Statement of Property Tax Payable in 2016.
- Retirement/IRA: amount contributed to an IRA and total value as of December 2016.
- ITIN: if you need to apply for an ITIN for yourself or a family member, find out what other documents you need to take with you when you get help filing your taxes for free.
You can use MyFreeTaxes, promoted by United Way.