Opening a new “VITA” site in Scott County for FREE Income Tax preparation for Local Families that Qualify.
The Southern Indiana Asset Building Coalition Building and Scott County Partnership have decided to open a second (VITA) Voluntary Income Tax Assistance site here in Scott County. This program is for low income families and the elderly of Scott County. The VITA program is administered by the Internal Revenue Service to give taxpayers with household incomes under $48,000 per year the opportunity to receive FREE tax information and assistance in electronic filing of their Federal and Indiana tax returns for 2009. This IS NOT a rapid refund program.
All income tax returns will be prepared by a VITA program volunteer from our community. Each volunteer has completed the IRS-required tax training and successfully passed the IRS certification exams. An IRS-trained supervisor will be present at all times.
An appointment is required for this service. Please call (812) 752-5800 to schedule an appointment. Dates and times of service is as follows: March 5, March 12, March 13, March 19, March 26, March 27, April 2, and April 9, from 9:00a.m to 12:00p.m. on Friday’s and 9:00am to 11:00am on Saturday’s. The Second Scott County “VITA” site is located at the New Washington State Bank, 1770 West McClain Avenue, Scottsburg, Indiana.
This program is open to eligible residents of Scott County that meet the income guidelines of $48,000 or less per household and will be filing the following Federal Income Tax Forms: *Form 1040EZ, *1040A and *Form 1040 (including Schedule A and B only), with a filing status of Single, Married Filing Joint, Head of Household, Surviving Spouse. Earned Income Credit (EIC), Credit for Child and Dependant care expenses, Child Tax Credit and Form 8812 (for additional child tax credit), Education Credit (Hope Scholarship Credit and Lifetime learning Credit). Simple Itemized Deductions (interest, taxes, cash or check charitable contributions only, union dues). Capital Gains can be processed if the capital gain is reported on box 1, 2a, and 4 on Form 1099-DIV and no Schedule D is required. The Indiana State Tax Forms *IT-40EZ and *IT-40 (including Renter’s Deduction).
Proper documents are required at the scheduled appointment:
- W2’s
- Social Security Card or a receipt letter for a replacement Social Security Card.
- Children’s Social Security Cards
- Valid Photo identification
- Bank account information
- Last year’s tax return
- 1099’s (if applicable)
- Childcare provider name, address, tax ID number
- Amount of 2009 Economic Recovery payment (stimulus check)
- Closing paperwork (if claiming home credit)
- If renter, landlord’s name and address
- New Car purchase tax and license records
The types of Federal Income Tax Returns CANNOT be processed with VITA program: Filing status of Married Filing Separately, Business Income, Rental Income, Certain Itemized Deductions (medical/dental expenses, casualty and theft losses, non-cash/non-check charitable contributions), Estimated taxes, IRA deductions (if partially taxable and partially non-taxable), Income tax returns prior to the 2008 tax year, any tax items relating to Schedules C, D, E, and/or F, tax payers and/or dependants that do not have Social Security Numbers or one that begins with the digits of “900”. Indiana State returns for non-residents (either part or full year non-resident or reciprocal non-resident).
