2021 VITA Program

The VITA program is sponsored by the Internal Revenue Service (IRS) to help older, disabled, non-English speaking, or low income taxpayers who need assistance and for whom professional tax preparation may be out of reach.

 

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This year, due to the pandemic, our VITA volunteers WILL NOT be preparing returns on site/in-person. We will function as an intake drop-off site ONLY. All tax returns will be digitally copied and sent off to be prepared remotely. 

Individuals MUST schedule an appointment to drop off their forms. To schedule an appointment, please call our office at 843-662-2407. Please see below for the other FREE filing options, qualifications, site hours, etc. before scheduling an appointment. 

File Online For FREE

Through a partnership with United Way and H&R Block, individuals with a simple tax return can file their Federal and State returns online for FREE through MyFreeTaxes.com. For more information, please click here.

Find another location for FREE tax services:

https://www.irs.gov/individuals/find-a-location-for-free-tax-prep

File online to receive stimulus 

https://www.irs.gov/newsroom/recovery-rebate-credit

Qualifications:

  • Florence County resident

  • Low-to-moderate income individuals/families with an annual income of less than $57,000 a year.

  • Individuals MUST have a social security number (our site will not handle ITIN/Individual Taxpayer Identification Numbers)

  • No business taxes will be completed.

Our VITA site hours:

  • Tues:  2:00 PM to 4:00 PM – by appt

  • Wed:  2:00 PM to 4:00 PM – by appt

  • Thurs:  2:00 PM to 4:00 PM – by appt

Please carefully read the following:

  1. We will not prepare your taxes on-site. The appointment is ONLY to drop off your tax information. 

  2. We will make digital copies of your forms and send them off to be completed remotely by a volunteer. We expect it to take about 1 week.

  3. When you come in for your appointment, make sure they bring the information listed in the next section.

  4. Once arrived, you will need to complete an in-take questionnaire and sign an agreement for virtual preparation of taxes.

  5. They will be contacted for an interview remotely by a tax preparer.

  6. Once the tax return is complete, if you have access to the internet, you can digitally sign an authorization for electronic filing.  If you do not have access to a computer, you will need to return to United Way of Florence County to sign the authorization.  If you choose to physically authorize your documents in person, you will be notified via phone when they are ready. 

WHAT YOU NEED TO BRING:

  • Social Security Card for yourself and any spouses and/or dependents

  • Proof of identification (photo ID)

  • Birth dates for yourself and any spouses and/or dependents

  • Wage and earning statements (W2, W2-G, 1099-R, 1099-Misc) from all employers

  • Interest and dividend statements from banks (Forms 1099)

  • Health Insurance Information or Exemption Certificate

  • A copy of last year’s federal and state returns, if available

  • If you want to direct deposit your return, we will need your bank account number and routing number (a blank check works)

  • If you are filling a joint return with your spouse, your spouse needs to come with you

If you have any questions, please call us at 843-662-2407, or email us at uwfloinfo@uwflorence.org.