Description

Our VITA program 2024 has now ended. Thank you for a great year! 

About VITA

The VITA Center provides tax assistance and online filing of Federal and State returns for individuals and families. Volunteers who have completed IRS training provide individualized, one-on-one service on a walk-in basis. Clients are assisted with filing for all credits for which they qualify, including the Earned Income Tax Credit, Education Tax Credits, Child Tax Credits and Credits for the Elderly. Direct deposits of refunds and purchase of savings bonds can be arranged. If clients request, volunteers help them to better understand their credit in order to use refunds to meet financial goals. Low-income individuals will gain an average of 7.5% in income from tax returns and credits.

Required Documents:

1. Social Security Card; Individual Taxpayer ID Number (ITIN) for you, your children and or spouse.
2. Valid Picture ID required Proof of health insurance (Health insurance card(s), HC-1099, 1095-A, etc.)
3. All 2023 W-2 forms
4. All 1099 forms-1099G (unemployment) and 1099-R (pension payments)
5. All 1098T forms (tuition payments) and receipts for materials and books and proof of payment
6. Total student loan interest paid (1098E) and proof of payment
7. Total child care expenses in 2023, and name, address, Employer Identification Number (EIN) or SSN of child care provider(s)
8. Total rent paid in 2023
9. Any mail from the IRS
10. A copy of last year’s tax return
11. Your bank account and routing numbers to direct deposit your refund
12. Any mail from Massachusetts Department of Revenue