Last Day to Sign-up For Free Tax Service at the United Way is Wednesday April 13

Barbara Nickles, VITA site coordinator will prepare taxes for low-income families at the United Way of Ponca City.

With the help of community volunteers, families who make a household income of less than $58,000 can access the VITA site and have their taxes prepared for FREE.

Current CDC guidelines will be in place. Wear a FRESH mask each time you visit this office, we ask that you NOT wear bandanas, scarves, etc; your temperature will be taken.

Arrive on time and bring:

• Drivers License/State ID of Taxpayer & Spouse – must be available each time you have contact with the VITA tax preparer.

• Social Security Cards and date of birth – of taxpayer/spouse & dependents that will be claimed on tax return. Taxes will not be prepared if ALL social security cards are not present. No exceptions.

• Bring last year’s tax return – even if this site has prepared your return in the past. This will be important for your EIP status as well as EITC entry.

Any relevant income documents such as:

W-2 – from your employer or 1099NEC when you do not work AS an employee

If self-employed, have all receipts available and added up. If you had a loss, we are not allowed to prepare your tax return.

1099 R – A retirement document

Social Security Statement – 1099 SSA

1099 – INT – Bank interest and/or Broker Statements

1099 – DIV – Investment dividend

1098 – T – Tuition & Scholarship Statement

1099G – Unemployment Statement or State Tax Refund

Letters from IRS as recipient of Advance Child Tax Credit Payments & 3rd EIP payment

Mortgage Interest Statement/Real Estate Taxes Paid / Any charitable contributions

For direct deposit of refund bring banking information (account/routing numbers) not deposit slip!!!

**For married filing joint, both spouses must be present for signatures! Unless other arrangements have been made. **

**No more than 5 W2G’s

**No Farm Returns

To set up an appointment or if you should have any questions before your appointment call 580-765-2476. The VITA site will remain open until April 14, 2022 unless otherwise announced  at the United Way office located at 205 N 2nd Street in Ponca City. For questions regarding your return, email at [email protected]

Another way United Way is giving back to the community.