What is VITA?

Offered in partnership with Community Link and the Internal Revenue Service, the Volunteer Income Tax Assistance (VITA) program provides free tax assistance to individuals or families who generally make $64,000 or less. 

Who Is Eligible?

If your income in 2023 was less than $64,000, you could qualify to have your tax return prepared and submitted free of charge through the IRS’ Volunteer Income Tax Assistance (VITA) program.

Where Do I Go & When?

Goodwill Industries of the Southern Piedmont will operate two VITA sites from February 3 – April 13! We’ll be offering this free tax prep service at:

Do I Need to Make An Appointment?

  • If you are going to attend the VITA site at the Goodwill Opportunity Campus on Mondays and Wednesdays, you must make an appointment, which you can do by clicking here.
  • If you are going to attend the VITA site at Goodwill’s Wendover Road retail store on Saturdays, you do NOT need to make an appointment, as that location serves walk-ins only.

What Do I Need to Bring?

Please bring these documents with you:

Personal Information:

  • ID card
  • Social Security card for yourself, spouse, and dependents
  • Previous year’s tax return (for reference)

Income Documents:

  • W-2 forms from employers
  • 1099 form for various types of income (contract work, dividends, interests, etc.)
  • Records of any additional income (self-employment, etc.)

Deduction:

  • Receipts for charitable contributions
  • Mortgage interest statements (Form 1098)
  • Educational expenses (Form 1098-T)
  • Medical expenses and health savings account (HSA) contributions
  • Retirement account contributions (IRA, 401(k) etc.)

Health Insurance:

  • Forms 1095-A, 1095-B, or 1095-C, which report health insurance coverage

Business & Investment Records:

  • Business income and expenses
  • Capital gains or losses from investment sales (Form 1099-B)

Additional Information:

  • Bank account numbers and routing numbers for direct deposit of refunds
  • Records of estimated tax payments made during the year

*If married and filing a joint return, both individuals must be present to complete the return.

VITA Latino

VITA Latino will be onsite at our Career Center in Gastonia to assist Spanish-speaking individuals with tax preparation on the following dates:

EITC Day

Join us at the Goodwill Opportunity Campus on Saturday, March 16, from 10 a.m. – 3 p.m. for EITC Day. The Earned Income Tax Credit (EITC) helps low- to moderate-income workers and families get a tax break. If you qualify, you can use the credit to reduce the taxes you owe – and maybe increase your refund. Stop by the event to receive free tax help and claim the Earned Income Tax Credit if you qualify, and to access other vendors who will be on site, including healthcare and financial organizations.

Questions?

Send an email to vita@communitylinknc.org. Hablas español? Aprender más sobre VITA Latino.