VITA Volunteer Income Tax Assistance
(Agency)
Offers preparation by IRS-certified volunteers for qualifying families by appointment.
Eligibility: Residents with a total household income of $64,000 or less who: - have income from wages, self-employment, and / or government benefits - investment income is less than $3,500 - do not own rental property - did not declare bankruptcy in 2023 - if self-employed, did not have employees or inventory, did not deduct home as an expense, and did not have a business loss
Application Process: Appointment required; call for information
Required Documentation: - picture ID for client (and spouse if filing jointly) - social Security Cards and birth dates for everyone being claimed - all income statements (W-2, 1099, 1099-R, Social Security benefits statement and other income sources) - affordable Care Act statements (Forms 1095-A, B, or C) - 2023 Federal and State returns, if available - statement from Child Care Provider that includes total paid and provider's tax ID number - tuition Statement (1098-T) and related expenses from college, vocational, or technical school - bank account routing numbers or blank check for direct deposit
Fees: None
Herkimer, Madison, and Oneida counties
Contact
Website: irs.treasury.gov/freetaxprep
1500 Pennsylvania Avenue
NW
Washington DC 20220
Hours
Dates and times varies by location
see agency description for details
