Volunteer Income Tax Assistance Program (VITA)

 Need help preparing your tax return?

 Call 937-963-9449 for an appointment or schedule online.

Free Tax Filing

Monday, February 4, 2019  through Tuesday, April 10, 2019

To schedule an appointment at our downtown office:

937-963-9449 (new phone number!) or click on the link to schedule online:

VITA Online Scheduler

Appointments available:

Monday, Tuesday, Thursday   9 a.m. – 4 p.m.

Wednesday  12 noon – 6 p.m.

Or

Trotwood Library – Call 211 for an appointment

Monday & Thursday – 2-5:30 p.m.

Saturday – 9:30 a.m. – 1:30 p.m.

 Walk-ins are welcome at the Trotwood Library only.

 

 What is VITA?

The Volunteer Income Tax Assistance Program offers free tax help to low- to moderate-income individuals and families. IRS-certified volunteers provide free basic income tax return preparation with electronic filing.  

Who is eligible?

  • You earned $54,884 or less in 2018
  • Or you have a disability
  • Or you are age 60+

What do I need to bring? 

Personal Information:

  • Photo ID
  • Birthdate for all persons listed on the tax return
  • Social Security cards for you and all persons in your family included on your tax return
  • Direct Deposit Information to have your refund directly deposited into your savings or checking account. Bank account and routing number is found at the bottom of your check or from your banking online account.

Year-End Income Statements:

  • All W-2 forms for wages earned in 2018
  • 1099 forms for retirement, Social Security, unemployment, interest, and miscellaneous income
  • Year-end amount for SSI, veteran’s benefits, worker’s compensation

Education and Child Care Credits:

  • Child Care Expenses – Total paid for daycare provider and amount for each child and provider’s Social Security Number or Employer ID Number (EIN) and address
  • Record of education expenses you paid for your children in grades K-12
  • Tuition expenses paid for you or your child to attend a college or university (Form 1098-T)
  • Student loan interest statement (Form 1098-E)

Additional Documents:

  • Copy of last year’s tax return
  • Any correspondence you received from the IRS in 2018, and 1098 or 1099 forms.
  • Health coverage information
  • Homeowners: Mortgage interest and real estate taxes paid in 2018

 If you are married filing jointly, both spouses must be present in order to process the tax return

*After reviewing your documents we may request additional information to file your return. 

Community Action Partnership
Montgomery County
36 Van Cleve St

(Behind Main Building, across from Rinse Cycle)

Dayton, OH 45402
(937) 341-5000