VOLUNTEER INCOME TAX ASSISTANCE

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Volunteer Income Tax Assistance

Free, quality tax preparation from our local network of IRS-certified preparers for individuals and families earning up to $79,000 annually.

The official tax season is over and our volunteers are taking a break. 

Check back in May for extended season tax assistance, please feel free to utilize our DIY link here.

For assistance preparing and filing a return that has not previously been filed, please review the following:

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Limitations

To comply with IRS guidelines, our preparers are unable to assist taxpayers whose returns have the following characteristics.  You are, however, welcome to use our Do-it-yourself (DIY) software.

• Taxpayers who are married, but are filing separately
• Taxpayers who wish to claim solar installation tax credits
• Taxpayers with income/loss from rental property
• Some taxpayers with foreign pensions or social security
• Other, less common exceptions can also apply

Note too, that our volunteers are not certified to prepare tax returns for active-duty members of the military.

Please call Davis Monthan Air Force Base VITA at:(520) 228-3489 for assistance.

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Required Documents
1. IRS-required, to prevent identity theft:
    • Social Security Card for each person listed on the tax return. A document issued by the Social Security Administration containing at least the last four digits of the social security number will also suffice.  This includes the SSA-1099 provided at year end to individuals receiving social security benefits.
    • Picture ID for taxpayer (& spouse, if filing jointly)
2. Proof of income, like W2s and 1099s, and documentation of expenses if you are self-employed
3. Documentation of expenses related to higher education (1098-T, student activity report & receipts for off-campus purchases)

4. If anyone in the household is insured through the marketplace, Form 1095-A

5. If filing for the AZ Property Tax Credit, and a renter: AZ Form 201, completed by landlord

6. Form 1099-MISC if you received the AZ Families Tax Rebate in 2023. For more information and to download your Form 1099-MISC, please visit the AZ Department of Revenue website.

 

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Recommended Documents/Information
1. Accounts and routing numbers, for direct deposit of refunds
2. Prior year tax return

**Please read ALL information about limitations and required documents above to ensure you can and will be served**

 

Questions?

Please submit a ticket using our Support Portal.  We will respond electronically or with a call, as appropriate, within three business days:

What is VITA?

The Volunteer Income Tax Assistance (VITA) program through United Way of Tucson and Southern Arizona provides free, quality tax preparation from IRS-certified preparers to individuals and families earning up to $79,000 annually.

Our VITA program helps taxpayers access all tax credits for which they are eligible – including the Child Tax Credit (CTC), the Earned Income Tax Credit (EITC), and for eligible older adults, the Arizona Property Tax Credit.

VITA is a community initiative led by United Way of Tucson and Southern Arizona, in collaboration with Catholic Community Services and partners throughout Northern and Western Arizona. Together, and largely through a network of dedicated volunteers, this collaborative serves residents in nine of Arizona’s fifteen counties.

Volunteer with VITA!

“This program helps low-income community members and that appealed to my wife and me, so we decided to volunteer.”

2023 VITA Sponsors

2023 VITA Numbers

Volunteers

Million dollars brought back

Arizona Tax returns completed