UNITED WAY OF THE FLORIDA KEYS - VITAS TAX PREPARATION - MARATHON LIBRARY

Description:

The VITA program is designed to assist qualified taxpayers with completion of their annual tax returns and to ensure that limited income families receive every available benefit. Tax preparers are IRS-certified and prepared to complete simple state and federal tax returns.

Tax Prep dates: February 5, 2025- April 9, 2025

Returns may include:

Earned Income Credit
Child Tax Credit
Education Credits
Dependent Care Credit
Schedule C/self-employment

General Information

Hours:

10:00am-2:00pm, Wed

Call for an appointment

Intake Process:

Please bring the following:

For married filing joint, both spouses must be present

Photo identification for you and your spouse (if married)

Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and dependents

Birth dates for you, spouse and dependents

A copy of last year!€™s tax return

All Forms W-2, 1098, and 1099

Forms 1095-A, B or C (ACA Statements)

Information for other income

Information for all deductions/credits

Documentation of total paid to day care provider and their tax ID number

For direct deposit of refund, proof of account and bank!€™s routing number

For prior year returns, copies of income transcripts from IRS (and state, if applicable)

Program Fees:

Free

Languages:

English, Spanish

Eligibility:

Open to the public, if your household income was less than $67,000 in 2024

Is Shelter?

No

Miscellaneous

Related Resource

Date of Official Change:

January 27, 2025

Legal Status:

Non-Profit

Year Incorporated:

1999

Address Listings

Contacts

Phone Numbers

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