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VALET VITA Assistance Program

Start your return in-person, we’ll finish it online!

The VALET VITA program provides you with the opportunity to utilize our FREE tax preparation services, while still ensuring the health, safety, and well-being of our volunteers, and you, the client. Please see the steps below.

How it works:

Step 1: Make sure you qualify

Before visiting the Site, make sure you qualify to use our VITA tax services. If you are unsure, click here to determine your eligibility.  Most with adjusted gross income levels below $66,000 filing single and $120,000 filing joint will qualify. No income limits for those over the age of 60. And exceptions for those with disabilities or limited English proficiency.

Step 2: Arrive at the Site

See above for Site location availability. Sites are first come, first served. However, we
encourage you to NOT arrive when a Site first opens each day, as longer wait times will
be experienced. Staggered arrival times throughout the available hours should provide a shorter wait.

Step 3: Sign-in & wait to be called

A sign-in sheet will be provided at an easily accessible location. Sign in with your name and cell phone number. Pick up a 13614-C Intake & Interview form to fill out while waiting in your car. You will be called by the next available VITA Tax Preparer to bring your completed form and all your tax documents.
**Make sure that you have photo ID for yourself, and social security cards for every person on the tax return.

Step 4: Intake & Interview with VITA Tax Preparer

When you are called, you will come into the designated area. FACE MASKS MUST BE WORN! Otherwise, we will be unable to assist you. You will provide your completed 13614-C Intake & Interview form, along with your tax documents. Your VITA Tax Preparer will enter your information and upload your documents into a secured portal, GetYourRefund.org. Through a partnership with Code for America, GetYourRefund.org and the IRS, this process has been authorized specifically for VITA programs to ensure that the highest standards of client confidentiality is guaranteed.

Step 5: You Are All Set for Now!

Once your information has been uploaded, your return will be assigned to an IRS-certified VITA Tax Preparer for completion within 24 to 48 hours. You will be provided with a “What to Expect Next…” handout to refer to once you leave the Site.

Step 6: Be Ready for a Phone Call from VITA

Within the next 24 to 48 hours (depending on tax return assistance volume and available volunteers, times may exceed this estimate) you will be contacted by the VITA Tax Preparer assigned to your return to review your documents and to ask any questions prior to starting your tax return. Upon completion of your return, it will then be assigned to a Quality Reviewer who will also be in contact with any questions and/or to review your return prior to submitting for e-File to the IRS.

Step 7: You are Done!

Once you approve the tax return, you will be directed to electronically sign your return and then download it to your phone, tablet or computer. Your Federal and State returns will be e-Filed and a copy of your return will be emailed to the email addressed that you provided.

Documents to gather for tax preparation:

You should have Form 1099s for all of these:

  • Interest income
  • Dividend income
  • Sales of stocks or bonds
  • Sales of home
  • Unemployment compensation
  • Gambling or lottery winnings

You may need to summarize:

  • Itemized deductions such as mortgage interest real estate taxes – medical expenses – charitable contributions?
  • Student loan interest?
  • Are you a teacher or educator?
  • Educational expenses? (Also may need Form 1098T)

Other items with special forms you might need:

  • Health Savings Account
  • Health insurance through the Marketplace
  • Educational expenses for credit
  • Identity theft protection number (IPIN)
  • Amount of BOTH Economic Stimulus Payments

Safety

Safety Steps to Follow

  1. You will see a sign directing you to the sign-in sheet at each location (the sign will be at the front door, but the sign-in sheet may be inside or outside, as directed when you arrive).
  2. Masks are required at all locations.   If you do not wear one you will not be allowed to access our site.
  3. Please bring your own writing utensils (pens) to use – we will not be able to provide pens or clipboards for use.
  4. Due to library safety rules, we expect your wait MAY be outside (you may wait in your car for us to telephone you when it is your turn to meet with the VITA volunteer).  Further, chairs may not be allowed the location.
  5. Please stay at least 6 feet away from each other while in line to sign-in or in the meeting room.
  6. You MUST NOT come to the site if you’ve tested positive for COVID 19, have been exposed, have a fever, cough, or any other symptoms of illness.  Use the 100% virtual process at GetYourRefund.org.