2010 Volunteer Income Tax Assistance Clinic

Location:  Western Community Action 1400 South Saratoga Marshall, MN 56258

What is VITA? Volunteer Income Tax Assistance

The VITA Program offers free tax preparation assistance services to low to moderate income people (individuals generally with an annual income of $30,000 or less & an annual income of $45,000-$50,000 for married couples or families with children).  Some exceptions may be made for large families or those who have recently lost their income due to job loss, illness, etc.

Tax preparation is completed by certified tax preparation volunteers.

Items to bring to the tax clinic are listed below...

VITA Clinic appointments encouraged - please call 507-537-1416 or 1-800-658-2448

2010 Volunteer Income Tax Assistance Clinic

Location:  Western Community Action 1400 South Saratoga Street Marshall,  

What should I plan to bring?

 Use this list as a reference when gathering your information prior to visiting the tax site.

• Social Security cards and birth dates for you, your spouse and all your dependents
• Last year's tax returns
• W-2s received by you and your spouse for each job
• Any 1099s you or your spouse received
• 2008 economic stimulus amount (if received)
• First time homebuyers – bring date of purchase and purchase price
• Alimony received
• Unemployment income statements
• Social Security income statements
• Any other statements showing income (e.g. for MFIP, MSA, GA, veterans’ benefits, workers’ comp, etc.)
• IRA contributions
• Tuition expenses for university, college or technical college (Form 1098-T)
• Interest statements for student loans (Form 1098-E)
• Any itemized expenses you may wish to deduct, such as:
• Out-of-pocket medical expenses
• Non-cash donations
• Cash donations
• Vehicle license tabs
• Property taxes paid
• Job-related moving expenses
• Mortgage interest paid (Form 1098)
• Tax preparation fees
• Uniform costs
• Daycare expenses - you will need to provide the name, address, amount paid and Social Security number or EIN for each provider you paid.
• Minnesota K-12 education credit and/or subtraction expenses:
• Educational software
• Private school tuition or tutoring
• Academic books/materials
• Music lessons and music equipment rental
• Tuition for academic summer camp
• Instructor fees for drivers education
• School supplies (must have itemized receipts)
• Property Tax Refund documents
• CRPs (Certificate of Rent Paid received from landlord)
• Property tax statements