Appointments

We will begin taking appointments on January 15th.

Book your appointment online or call us at 919-245-4242 to make an appointment.

VITA Appointment Booking Website

ARRIVE 20 MINUTES PRIOR TO APPOINTMENT TIME TO COMPLETE REQUIRED IRS FORM

Sites & SchedulesVITA Volunteer with Client

Passmore Center                    Wednesdays: 9 AM - Noon
103 Meadowland Drive           Saturdays: 9 AM - Noon
Hillsborough NC

Seymour Center                     Thursdays: 9 AM - 3 PM
2551 Homestead Road           Fridays: 9 AM - 3 PM
Chapel Hill NC                        Saturdays: 9 AM - Noon

Foreign Students or others in the US with F, J, Q or M Visas can schedule appointments for tax assistance at the Seymour Center on selected Tuesdays. Additional resources for Foreign Students (PDF)

For non-English speaking clients, please have a bilingual person make the appointment and attend the appointment to interpret.  If necessary, interpretation services can be arranged by contacting Jeanne Chamberlin at 919-245-4240.

Chatham County VITA services are provided by the Chatham County Council on Aging in both Pittsboro and Siler City.  Call 919-542-4512 for more information.

What to Bring to Your Appointment

  • Photo identification for taxpayer & spouse.  Both spouses must be present if filing a joint return.
  • Social security cards & birth dates, or ITIN Letter, for everyone named on the return
  • Your Copy of last year’s federal and state tax returns
  • For direct deposit of refund or withdrawal of amount due: Bank routing & account numbers (voided check)
  • All information you have received from the IRS and NC Department of Revenue or is reported to the IRS
  • All documents regarding income received in tax year:  W-2 forms, social security income, pension, unemployment, retirement income, other work forms showing earnings, 1099-Misc, jury duty, 1099-K, 1099-DIV, 1099-INT, 1099-B
  • Self-employed: Receipts for expenses and statements of income
  • Health care documentation from your insurer or the Marketplace:
    • If you had Marketplace insurance you must bring your 1095-A.
    • You may receive 1 or more of 1095-A, 1095-B, 1095-C – bring what you have
  • Child day care or after-school care: Receipts for amount paid, provider’s name, address, phone, tax ID #
  • College student or parent of a college student: 1098-T statement; receipts for books & fees; statement from college listing other expenses
  • Medical expenses: Dollar totals by category (doctors, prescriptions, parking, miles driven)
  • Charitable donations: Dollar totals for money donated, things donated, & mileage for volunteer work.
  • Mortgage & Real Estate: Receipts for interest, points and real estate taxes paid
  • Personal Property Tax: Receipts for taxes paid on cars or trucks
  • Home sold in tax year: All records of home sales, with closing statements for original purchase and sale
  • Stock sales in tax year: All records of stock sales, including dates & prices of original purchase
  • Alimony paid or received: Amount and Social Security Number of ex-spouse
  • Health Savings Account:  Record of contributions and expenses