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VC 55+ VITA Free Income Tax Assistance

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VITA is an Orange County Volunteer Connect 55+ (VC 55+) volunteer program that provides FREE federal and state income tax preparation to eligible individuals with low-to-middle income, regardless of age or county of residence.

Are You Eligible   VITA Services
VITA Sites and Schedules  Volunteer with VITA
Make Your Appointment Tax Filing Resources
What to Bring to Your Appointment   VITA History and Sponsors

ARE YOU ELIGIBLE

Click on the following link to see the 2017 VITA Client Eligibility Guidelines or call 919-245-4242 to find out if you are eligible for VITA services.

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SITES AND SCHEDULES

Find a location near you and schedule your appointment today! Click on the following link to see the 2017 VITA Services, Schedule, Locations and What to Bring.
 
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MAKE YOUR APPOINTMENT

Book your appointment online or call one of the locations below to schedule your appointment.

"Book Now" button for booking your 2016 VITA appointment online.

ORANGE COUNTY

Orange County VC55+ VITA
Appointment phone line open, call to make your appointment today!
Call: 919-245-4242 (English)
Call: 919-245-2010 (Spanish)

Locations:
Passmore Center, 103 Meadowlands Drive, Hillsborough, NC
Seymour Center, 2551 Homestead Road, Chapel Hill, NC

Compass Center VITA

VITA volunteer with clientCall: 919-968-4610 (Please do not call the library)
Location: Chapel Hill Public Library
100 Library Dr., Chapel Hill

NOTE:  Foreign Student/Scholar Tuesdays

  • Tuesday appointments at the Chapel Hill Public Library are reserved for Foreign Students and Scholars ONLY. Call 919-968-4610 to schedule your Tuesday appointment
  • Tuesday Volunteers train specifically to prepare Foreign Student Returns
  • Foreign Students and Scholars should ONLY schedule Tuesday appointments

CHATHAM COUNTY
Chatham County Council on Aging VITA
Senior Centers (Pittsboro & Siler City)
Call: 919-542-4512 (English)
Call: 919-742-1448 (Spanish)

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WHAT TO BRING TO YOUR APPOINTMENT

See a list of "What to Bring" below or download here: 2017 VITA Services, Locations, Schedules, and What to Bring

WHAT TO BRING (Bring all the documents listed below if applicable.) 

  1. Photo ID, Social Security Cards & birthdates, or ITIN Letter for everyone named on return
  2. Copies of 2015 federal and state tax returns
  3. All documents regarding income received in 2016: W-2 forms, social security income, pension, unemployment, retirement income, other work forms showing earnings
  4. If you are self-employed and eligible, bring receipts for expenses and statements of income.
  5. Interest and dividend statements from banks and investments (Forms 1099)
  6. Home sold in 2016: All records of home sales, including closing statements for original purchase and sale of your home
  7. Stock sales in 2016: All records of stock sales and the date and price of original purchase
  8. Dollar totals by category for medical expenses (doctor, dentist, hospital, prescriptions, parking and miles driven to doctor/dentist) & charitable donations and volunteer mileage.
  9. Amounts paid for day care or afterschool care and provider’s identifying tax number
  10. Education Credits: 1098T statement along with receipts for books. Bring statement from your college about expenses.
  11. Receipts for mortgage interest, personal property tax, real estate tax, vehicle tax
  12. Form(s) 1095 Affordable Health Care Insurance Statement from the Marketplace and if you have dependent(s), bring ALL their income information. www.irs.gov/Affordable-Care-Act OR www.healthcare.gov/taxes
  13. Both spouses must be present to sign joint returns.
  14. Bank routing & account numbers such as on a check for direct deposit of eligible refund.
  15. Phone number where you can be reached day and night; Email address if available
  16. Any and all information you receive from the IRS 

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VITA SERVICES

* All VITA services are FREEVITA volunteers

  • Computerized Federal and State tax returns
  • Electronic Filing of Returns
  • IRS-Trained and Certified VITA Volunteers
  • Tax Credits: Volunteers identify entitled taxpayer deductions and credits such as Earned Income Tax Credit, Child Care Credit, Elderly and Disabled Credit, Education Credits (credits may lower tax debt or increase refund)
  • Returns are Reviewed for Accuracy

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VOLUNTEER

To become a VITA Volunteer, Call (919) 245-4240 Today!

*All volunteers will receive free training and ongoing support.

Volunteer Tax Preparer

  • Prepare returns for low to moderate income clients
  • Requires IRS training and testing; provided by VC 55+ (Training: January 4 - 8, or online)
JuneWeatherly

Telephone Appointment Team

  • Help schedule appointments or make reminder phone calls. The telephone team will read from a script to screen clients for eligibility and to inform them of the records they need to bring. Training provided

Intake Receptionist

  • Help clients with the check in/out process, which involves greeting clients, organizing their documents, assisting with forms. This opportunity is ideal for a people-person who is organized, pays attention to detail and enjoys assisting others. Training provided

VITA Volunteer Orientation 

Note: One-on-one orientation will be provided for those who were unable to attend the October-November orientation sessions.

To discuss VC55+ VITA Volunteer registration, training for the different volunteer positions and orientation options, please call Kathy Porter at 919-245-4240.

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RESOURCES

2017 VITA Client Eligibility Guidelines

2017 VITA Services, Locations, Schedules, and What to Bring 

Free Tax Return Preparation for You - Sites in All States

Choose Your Tax Preparer Wisely

Do You Qualify for Earned Income Tax Credit (EITC)?  NOTE: The State EITC is no longer available in North Carolina. The Federal EITC remains available for eligible federal tax returns.

IRS Urges Public to Stay Alert for Phone, Web, and Email Scams

IRS: Affordable Care Act (ACA) Tax Provisions

Healthcare.gov 

IRS Interactive Tax Assistance

Getting a Replacement Social Security Card

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HISTORY AND SPONSORS

Since the early 1980s, the Federal Internal Revenue service (IRS) has partnered with the Orange County Government to provide VITA Services, ensuring that the County's taxpayers have access to and can benefit from this free service. Annually over 112 VITA volunteers at 8 VITA tax sites assist approximately 1,800 clients in Orange and Chatham Counties.

Local Sponsors: Orange County Department on Aging-Volunteer Connect 55+ Division, Compass Center for Women & Families, Chatham County Council on Aging, United Way of the Greater Triangle, Towns of Chapel Hill and Carrboro, Carol Wood Retirement Community, The Cedars Retirement Community, UNC Hospitals and Action Pathways, Inc.

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