Free Tax Service

What Is Free Tax Service?

The Earned Income Tax Credit (EITC) is a refundable federal income tax credit that provides millions of dollars in assistance to working individuals and families in West Virginia. MountainHeart Community Services, Inc. oversees two of the seven regional coalitions. The EITC is for working families and individuals with low and moderate incomes. It can help reduce tax burdens, boost income and help people move to financial independence.

We coordinate and offer VITA (Volunteer Income Tax Assistance) services, as well as provide financial education and information on EITC (Earned Income Tax Credit). Outreach activities include the dissemination of educational and promotional materials, a media campaign and tax assistance.

Who Is Eligible?

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people with low to moderate incomes, persons with disabilities and limited English-speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

How Can I Get My Taxes Completed For Free?

For more information about our services or if you are interested in becoming a Coalition member or VITA volunteer, please contact the the appropriate Coalition Manager for your county.

 

Kathrine Hagedorn, Case Manager-EITC Coalition Services Manager

kathrina hagedorn

Coalition SErvices Manager

Eastern Panhandle EITC Coalition

For Berkeley, Grant, Hampshire, Hardy, Jefferson, Mineral, Morgan and Pendleton counties, contact us at 304-262-1584.

 

 

 

 

 

PJ Estep, Program Support Coordinator

PJ Estep

Coalition SErvices Manager

Southern WV EITC COALITION

For Fayette, Greenbrier, McDowell, Mercer, Monroe, Nicholas, Pocahontas, Raleigh, Summers, and Wyoming counties, contact 304-682-8271 Ext 129.

The Southern WV EITC Coalition completed the 2023 tax season on April 15th 2024.  

Number of tax returns filed for eligible taxpayers. – 1,698

Number of EITC dollars resulting from returns filed. – $649,253

FIND YOUR SITE

Click on the map below for information on a Free Tax Preparation Site Near You

VITA Site Map

WHAT TO BRING

VITA TAX PREPARATION

Please read this checklist and bring any/all paperwork, documents, etc. that are listed when you come for your tax drop off appointment.

  • Proof of identification (photo ID) for taxpayer and taxpayer spouse if married filing jointly.
  • Social Security cards for you, your spouse and dependents (An (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number; a 1099 SSA can be substituted for the card)
  • Any legal papers regarding custody or tax arrangements for dependents
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage/earning & other income statements (Form W-2, W-2G, 1099-R,1099-Misc, Social Security Income Statements, Unemployment compensation)
  • Any letters from IRS including Identity Protection PIN letter.
  • Interest and dividend statements from banks (Forms 1099-INT and 1099-DIV)
  • All Forms 1095-A for advance premium tax credit for Marketplace health insurance.
  • Bank account routing and account numbers for direct deposit such as a blank check
  • IF you pay for daycare bring a statement showing amount paid and providers information.
  • IF you have charitable deductions bring a list of cash/check amount and charity; bring mortgage interest payments and personal property tax if you itemize deductions.
  • NOTE:  Not all sites are able to complete tax returns for Self-Employee clients.  Check with your site when scheduling an appointment to make sure.  If self employed bring a one page summary that lists all your income and all your expenses broken down by category. We can only claim business mileage, bring make and model of car and show total miles for year and personal, business and commuting miles.
  • For Education Credits: bring 1098-T and list of college supply/book expenses for yourself or dependents.
  • If you are new to VITA please bring a copy of last year’s taxes.
  • This program is for individuals who are generally making $60,000 or less, with some exceptions, (families and otherwise), as indicated by the IRS.

Bring all needed items to your appointment.

Please arrive 15 minutes ahead of your appointment and pick up your paperwork at the door. Bring your own pen and reading glasses, if needed.

FILL OUT YOUR INTAKE FORM HERE
https://www.irs.gov/pub/irs-pdf/f13614c.pdf
13614-C Intake/Interview & Quality Review Sheet

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