income taxes
free tax preparation
need your taxes prepared?
The VITA program has operated for over 50 years. Our VITA site offers our community free income tax preparation for both your federal and state tax returns. We transmit the returns to both the federal and the state taxing authority completely free of charge.
do you qualify?
QUALIFYING iRS CRITERIA
Our organization partners with the IRS’ Volunteer Income Tax Assistance Program to offer free income tax preparation. In order to qualify for the free service, you must either:
- Generally make $60,000 or less;
- Be a person with disabilities;
- Be a non-English speaker;
- Have limited English-speaking skills
what do i need?
the documents you need
In Person
- Valid Photo ID. This means your ID cannot be expired. Both spouses must be present. A driver’s license or a valid ID for taxpayer and spouse. Birth dates for the taxpayer, spouse and dependents.
- Selfie For Virtual VITA. Selfie with ID for virtual preparation. A picture of you holding your driver’s license or a valid ID. If married, a picture of your spouse holding their ID.
- Social security card – Social Security cards for the taxpayer, spouse and dependents. Photocopies are unacceptable. An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for those who do not have a Social Security number. Proof of foreign status, if applying for an ITIN.
- Electronic filing – To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms. We will not file your returns electronically until both are present to sign.
- Tax Earnings Documents – Forms W-2, 1099- NEC, 1099-INT, 1099-MISC, SSA- 1099, etc. Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers and other payors. Interest and dividend statements from banks (Forms 1099). Copies of income transcripts from IRS and state, if applicable.
- Bank information – Proof of bank account routing and account numbers for direct deposit, such as a blank check. The taxpayer must have signatory authority on the account.
- Childcare Expenses – To claim childcare expenses you need documentation. Total amount paid for daycare services and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number.
- Prior Year’s Tax Returns. A copy of last year’s federal and state tax returns, if available. This is required only if you did not prepare your taxes with us last year.
- Other Tax Documents – If you have a Schedule C business or rental property, please bring income and expense documents with totals for the year.
- Healthcare Coverage – If you purchased health insurance from the healthcare.gov marketplace, then bring Form 1095-A,
Virtual
- Photos of items 1-10 and
- Selfie For Virtual VITA. Selfie with ID for virtual preparation. A picture of you holding your driver’s license or a valid ID. If married, a picture of your spouse holding their ID.
2023 LOCATIONS
In-Person
We will be offering in-person free income tax preparation at the:
WHEN: Tuesdays and Thursdays; Beginning January 24, 2023 to April 13, 2023
TIME: 6:00 PM – 8:30 PM
Valet Service
This year we will be offering a Valet Service. You come to the MLK Center, fill-out the Intake/Interview Form and have one of our volunteers scan your documents. Your return will be prepared off-site. You will be telephoned when your return is ready for you to come at pickup at the MLK Center. At that time, a volunteer will review the return with you and you will sign your return. (*NOTE: If you are married, both of you will have to come each time.)
Valet Service for veterans
Valet Services for Veteran will be offered at:
The American STARH Foundation
11375 S. Fortuna RD., STE. H Yuma, AZ 85367
You will fill-out the Intake/Interview Form and have one of our volunteers scan your documents. Your return will be prepared off-site. You will be telephoned when your return is ready for you to come at pickup at The American STARH Foundation. At that time, a volunteer will review the return with you and you will sign your return. (*NOTE: If you are married, both of you will have to come each time.)
WHEN: Wednesdays; Beginning January 25, 2023 to April 05, 2023
TIME: 5:00 PM – 7:00 PM
Virtual Service
This is for those outside of Yuma County and Winterhaven, CA. When you click this option, you will be taken to GetYourRefund.org. Your returns will be prepared by a partner volunteer across the US. DFATS volunteers WILL NOT be preparing these returns. Only select this option if you are outside our area.
