Free Tax Preparation by Volunteers

The IRS Volunteer Income Tax Assistance (VITA) Program offers free tax help for taxpayers who qualify.

VITA

The VITA Program generally offers free tax help to people who make $52,000 or less and need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals in local communities. They can inform taxpayers about special tax credits for which they may qualify such as Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled. VITA sites are generally located at community and neighborhood centers, libraries, schools, shopping malls, and other convenient locations.

North Mississippi Rural Legal Services is a IRS VITA grantee again for 2014. Click on the link below for the VITA sites sponsored by NMRLS.

VITA Sites for 2014     |     Mississippi VITA / TCE / AARP Sites

Items You Need to Bring with You

To have your tax return(s) prepared at a VITA or TCE site you need to bring the following information with you:
VITA Sites for 2014

  • Mississippi VITA / TCE / AARP Sites
  • Items You Need to Bring with You
  • To have your tax return(s) prepared at a VITA or TCE site you need to bring the following information with you:
  • Proof of identification – Picture ID
  • Social Security Cards for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration or
  • Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year’s federal and state returns if available
  • Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check
  • Total paid for daycare provider and the daycare provider’s tax identifying number (the provider’s Social Security Number or the provider’s business Employer Identification Number) if appropriate
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

It is extremely important that each person use the correct Social Security Number. The most accurate information is usually located on your original Social Security card. If you do not have an SSN for you or a dependent, you should complete Form SS-5, Social Security Number Application. This form should be submitted to the nearest Social Security Administration Office.

If you or your dependent is not eligible to get a Social Security Number, you may need an Individual Taxpayer Identification Number (ITIN).

IRS: 2014 Tax Season to Open Jan. 31;
e-file and Free File Can Speed Refunds

IRS Warns of Tax Scams

IRS Service Guide