Our Volunteer Income Tax Assistance (VITA) Program offers Free tax preparation and e-file for low or moderate income, disabled & elderly to help keep more hard-earned dollars in their pockets. There is no cost to clients, volunteers are IRS cerified and every return is quality reviewed. We prepare and efile both Federal & State returns at no cost to the client. 2025 (2024 returns) - income guideline was $67,000 or less

Download Information Sheet for details . Make an appointment . Sign up for our eNews for updates (opt out anytime)

WHAT DO YOU NEED?

• Schedule an appointment. 
• These three forms (download and print to bring with you OR arrive early to fill out)
  . . 1- Information Sheet & local intake form . 2- IRS intake form (en español) . 3- Taxpayer consent form (pgs 1-2 are prefilled, check box, sign and date on page 3)
• Proof of identification (Government Issued Photo ID)
• Social Security cards for you, your spouse & all dependents  (An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted if you do not have a Social Security number.)
• Voided check or bank account information for direct deposit (routing and account numbers) Account must be in taxpayer's name.
• Birth dates for you, your spouse and all dependents on the tax return
• Wage & earning statements for all employers and unemployment (Form W-2, W-2G, Any 1099's such as 1099-R, 1099-DIV, 1099-G, 1099-K, 1099-NEC, 1099-Misc. etc)
• Forms 1099 Interest & dividend statements from banks (and date when you started recieving dispersments)
• All Forms 1095 Health Insurance Statements, Health Insurance Exemption Certificate, if received,
• Military Retirement pay (reported on form 1099)
• 1098-T Tuition 1098-E (also need qualified educational expenses, information about scholarships, grants and previous year credits. Students will need to know if their parents claimed them)
• Total paid for daycare and the provider's tax ID number such as their Social Security number or business Employer Identification Number
• Total amount paid for rent and landlord’s name and address for your primary residence and months rented
• Total amount of Indiana Property Tax paid for your primary residence and months lived there. (Look up here)
• Additional Worksheets if needed to determine -Who pays More than 50% of cost to keep a home or -Determine Support
• All letters or communications from the IRS or Indiana DOR
• Copies of income transcripts from IRS and state, if applicable
• A copy of last year’s federal & state returns, if available
• To e-file a married-filing-joint tax return, both spouses must be present to sign

Appointment- Most intakes are done by appointment. Bring everything listed above with you at the time of your appointment. Please note that if only one volunteer is available appointments will be through our Drive Thru window.

Email address- your email address will be used to confirm your appointment and provide links to intake forms in advance, to set up your Customer Portal, as well as send information and updates. You can get a free email address from google or yahoo

We will give you one USB drive, while supplies last. Your scanned documents will be saved on it. We strongly urge you to save your tax return on this USB if you e-sign it. Keep this and all tax documents in your envelope, in a secure place as these contain your personal information.

If you dont have a computer, tablet or phone: The Jennings County Public Library has public computers and offers basic computer assistance. They will also help you set up a free email address if you do not have one. Printed pages cost 10 cents each at the library.