Tax Help at the Library

For appointments or more info email vitatax.unca@gmail.com

Get an appointment for free income tax help with preparing and filing your federal and state income tax returns. The IRS Volunteer Income Tax Assistance (VITA) program offers free tax help to people who earn less than $64,000.

Appointments are available by emailing:  vitatax.unca@gmail.com

Clients need to bring:

• Photo identification (Driver’s License/Passport/Student ID)
• Valid Social Security cards and IDs for the taxpayer, spouse, and all dependents; OR 
• Medicare statement; OR Military ID card
• Birth dates for primary, secondary, and all dependents on the tax return
• All wage and earnings statements (W-2, 1099-misc) from all employers
• Interest and dividend statements from banks (1099-INT, 1099-DIV)
• Total paid for daycare and daycare provider’s identifying number
• If not taking the standard deduction, the total amount of itemized deductions
• A copy of last year’s federal and state returns, if possible
• Bank routing numbers and account numbers for direct deposit
• Other relevant information about income and expenses
• We CANNOT prepare returns for rental properties including AirBnB, etc. or for any depreciable property.

To file taxes electronically on a Married Filing Joint tax return, both spouses must be present to sign the required forms.