If you are having a lot of difficulty with understanding how to file your taxes then you may benefit from in-person tax assistance through VITA. To find a VITA volunteer location you can use the online VITA Locator on the IRS website. Once you find a site, it is probably a good idea to call to double-check the hours, verify if you qualify for free help, and to check whether making an appointment is an option.
Due to Covid-19, many in-person services are still not available. Unfortunately, there will be fewer VITA sites operating this tax season than in previous years. If you cannot find a VITA location that is convenient for you then you may want to consider Free File to get online tax guidance and file your taxes for free.
Regardless of what program you choose to file your taxes, you will need certain documents and information to finish your tax returns.
Here is the main information and paperwork that you will need to supply in order to fill out tax forms:
- Income statements, such as W2s or 1099s
- Your state of residence
- Your Age
- Your Adjusted Gross Income
- Whether you qualify for an earned income tax credit
- Your military status
- Any income adjustments
- Your current filing status
- Dependent information, if applicable.
In addition, you will need identification documents including photo identification and Social Security cards. Depending on your financial situation, you may need to provide other documents such as money paid for day care and other relevant expenses.
If you received a stimulus payment this year, you will also need to provide Notice 1444, which you should have received from the IRS in the mail after your stimulus payment was disbursed.
Fortunately, if you did not receive a stimulus payment but you are eligible for one, you may claim your stimulus payment using forms 1040 or 1040-SR.
Aside from VITA and Free File, there are many other options out there when it comes to filing your taxes for free. Some of these programs are designed for specific groups such as military or senior tax filers.
Check out some of these no-cost programs on the next slide.