Beginning February 1, trained volunteers working with the Volunteer Income Tax Assistance (VITA) program will be providing free tax preparation assistance to those residents making $56,000 or less per year, persons with disabilities and persons with limited English. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. AARP tax help is targeted at low to moderate income taxpayers 60 or older, but no one will be turned away because of age.
There are no appointments; clients will be served on a first-come, first-served basis. Please call ahead as times may vary.
Assistance will be offered at the following locations:
Paperwork that residents will potentially need to bring to have their federal taxes prepared includes: Proof of identification, Social Security numbers, birth dates of family members, property tax bills, all income documents, including wage and earning statement(s) Form W-2, W-2G, 1099-R from all employers; interest and dividend statements from banks (Forms 1099-Div); a copy of last year’s Federal and State returns (if available) ; health care expenses; donation receipts and bank routing numbers and account numbers for direct deposit. See the IRS "What to Bring" page for more information.
Volunteers at all of the sites have been trained by the Internal Revenue Service. For more details about this program see the IRS website's topic, "Free Tax Return Preparation for You by Volunteers."Please be aware that residents will not be able to contact the tax volunteers by calling the individual locations. For additional assistance and information please contact the IRS Taxpayer Assistance Center, 7410 South US 1, Port St. Lucie or call 772-340-5606.