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707 N State St.
North Vernon, IN 47265

 
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Volunteer Income Tax Assistance (VITA) Program
Free tax prep 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.

Our VITA site closes April 10, 2024!

Our VITA Program provides free tax preparation assistance by IRS-certified volunteers, including free e-file.
(both Federal & State returns)

For 2024 (2023 returns):
- income $64,000 or less
- 60 years old & older
- have a disability
- speak limited English

Customer Portal | Portal Link | User Guide
Your secure customer portal allows you to check the status of your return, upload any missing documents, communicate with your preparers, and review and sign your finished return from a phone, tablet or computer.

We serve clients by appointment, mobile VITA events and may announce occassional "walk in" days. We will review your intake forms and documents, and ask questions. Your documents will be scanned and returned to you along with a USB Drive that contains your scanned documents. A volunteer preparer will use the scanned documents to complete your income tax return, and contact you with questions. A quality reviewer will review your return and scanned documents and, and contact you to review it. You will view and e-sign the return in your Customer Portal or return to the VITA site to review and sign. If you sign through the portal, you will have a signed electronic copy in your portal. We strongly urge you to save the signed the file on the same USB drive we provide during intake, so you have all your tax records for the year saved in the same place. After you sign in person or electronically we can e-file your return.

WHAT DO I NEED?

  • Schedule an appointment
  • 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.)
  • Bank account routing and account numbers for direct deposit (voided check).
  • Birth dates for you, your spouse and all dependents on the tax return
  • Wage and earning statements from all employers and unemployment compensation (Form W-2, W-2G, 1099-R, 1099-G, 1099-NEC, 1099-Misc. etc)
  • Interest & dividend statements from banks (Forms 1099)
  • 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
  • All Forms 1095 Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • Total paid for daycare and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • Total amount paid for rent and landlord’s name and address
  • Total amount of Property Tax paid (Look up here)
  • These three forms can be printed and filled out in advance to speed up your appointment:
    1. intake form
    2. local intake form & Client Information Sheet
    3. Virtual VITA consent form

AppointmentMost intakes are done by appointment. Bring all required ID's, Social Security Card and documents with you at the time of your appointment. When only one volunteer is available appointments will be through our Drive Thru window. When more volunteers are available onsite, appointments will be inside the building.

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 clients one USB drive per return, 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 the 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 are 10 cents each at the library.

The best way to schedule a VITA appointment is online.
VITA Program direct # - 812-352-6390
NOTE: you must leave a message! The VITA site is not open daily-

We can not answer tax questions over the phone.

After your intake appointment,
the best way contact us about your return is through your secure Customer Portal.
(Customer Portal Guide)

 

| Client Info | Volunteer Home | Step by Step to Certify | FAQS | Program Report |

 

 

 

Quick Links

2024 VITA site closes 4/10/2024
Sign up for our eNews for updates.

Schedule an appointment
Be sure to see the Checklist on the left.

VITA Program
| Volunteer Home
| Program Report

Customer Portal
| Portal Link
| User Guide

Indiana Links
| Owe? Ways to pay
| Automatic Taxpayer Refund Information

IRS Links
| Owe? Ways to pay
| VITA Programs
| About VITA
| Taxpayer Rights
| Your Civil Rights
| Privacy, Confidentiality & Civil Rights
| Publication 17
| Free File: Do your Federal Taxes Free
| Economic Relief Payment Information

Voter Registration
| Learn more here

Other Resources
| Worksheet- "Who pays more than half the cost of keeping up a home"

         
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