UWNCO offers FREE Volunteer Income Tax Assistance (VITA)

United Way of North Central Oklahoma offers FREE Volunteer Income Tax Assistance (VITA)

United Way of North Central Oklahoma Volunteer Income Tax Assistance (VITA) site is currently taking appointments.  Call the United Way office at 580-765-2476. We will also have a translation service available. Please notify us when you make your appointment if you need that service.  
 

With the help of community volunteers, families who make a household income of less than $64,000 can access the VITA site and have their taxes prepared for FREE.

TIME: Arrive on time!

 

WHAT TO BRING:

• Driver’s License/State ID of Taxpayer & Spouse – must be available each time you have contact with the VITA tax preparer.

• Social Security Cards and date of birth - of taxpayer/spouse & dependents that will be claimed on tax return. Taxes will not be prepared if ALL social security cards are not present. No exceptions.

• Bring last year’s tax return – even if this site has prepared your return in the past. This will be important for your EIP status as well as EITC entry.
 

Any relevant income documents such as:

W-2 – from your employer or 1099NEC when you do not work AS an employee

If self-employed, have all receipts available and added up. If you had a loss, we are not allowed to prepare your tax return.

1099 R – A retirement document

Social Security Statement - 1099 SSA

1099 - INT - Bank interest and/or Broker Statements

1099 - DIV - Investment dividend

1098 - T - Tuition & Scholarship Statement

1099G - Unemployment Statement or State Tax Refund

Letters from IRS as recipient of Advance Child Tax Credit Payments & 3rd EIP payment

Mortgage Interest Statement/Real Estate Taxes Paid / Any charitable contributions

For direct deposit of refund bring banking information (account/routing numbers) not deposit slip!!!

**For married filing joint, both spouses must be present for signatures! Unless other arrangements have been made. **

**No more than 5 W2G’s

**No Farm Returns

 

If you should have any questions before your appointment, call 580-765-2476. The VITA site will remain open until April 14, 2023 unless otherwise announced. UW office, 205 N 2nd St., Ponca City, OK 74601. For questions regarding your return, email at PCvoltax@outlook.com

 

Another way United Way is giving back to the community!