Mountain CAP VITA Program

Free Income Tax Preparation

for returns with income up to $67,000.00/year

Neighbors,

Thank you for the opportunity to serve you. Below are the steps for Free Electronic Income Tax Preparation:

• Step 1 – Intake Packet – Please pick up an intake packet at one of the 3 locations (intake packets are located in a receptacle outside of facility for easy 24/7 access):
•   Wytheville Mountain CAP office          Wytheville Community College                              Marion Mountain CAP office680 West Main Street                                      1000 East Main Street, Carroll Hall Rm 225                  602 South Iron Street

  Wytheville, VA  24382                                      Wytheville, VA  24382                                                        Marion, VA  24354

  276-228-5231                                                      276-706-2523                                                                      276-783-7337

• Complete the intake packet and gather the following documents:
  • All income documents such as W2’s, 1099’s, 1098’s, 1095’s etc.
  • Photo ID (for you and your spouse)
  • Social Security Cards (for you, your spouse & dependents)
  • Bank information for direct deposit such as voided check or direct deposit form from your bank.

Step 2 – Book a Drop off Appointment – Book a Drop off Appointment at one of these locations by clicking on the link:

• • Wytheville Mountain CAP office    
  • Wytheville Community College                             
  •  Marion Mountain CAP office

**Taxpayer and Spouse both must attend Drop off appointment. Drop off appointment will take approximately 20-25 minutes.**

• Step 3 – Review Return – In a few days, we will contact you to review your return with you (and your spouse, if applicable) over the phone.
• Step 4 – Signing Your Return – you are responsible for what is on your tax return!
  • Electronic Signature – Easy and quicker!
    • • Need an email address or cell phone number.
      • You (and your spouse, if applicable) can sign your return with your touch screen device such as smartphone or tablet.
      • Receive an electronic copy of your return.
      • Receive notification when return is accepted.
      • No need for a second appointment to sign and pick up.
  •  In-Person Signature
    • • Requires a second appointment to sign and pick up your return.
      • If married, both you and your spouse must be present at pick up appointment.
• Step 5 – Electronically file your return

• • Your return will be transmitted once we have obtained your signature(s).

**VITA Staff and Volunteers cannot prepare returns outside of VITA Program scope of training.**

Self-Preparation

The following are links to free or low cost income tax preparation products. These products prepare your return based on your information and answers to the questions:

H & R Block

(Visit link above for more information about H & R Block free and low-cost options)

Taxslayer Basic Edition File

(Visit link above for more information about Taxslayer Basic Edition File)

MyFreeTaxes.com

(Visit link above for more information about MyFreeTaxes)

*** IF YOU ARE NOT ELIGIBLE FOR THE ABOVE FREE OR LOW COST TAX PREPARATION PRODUCTS,

YOU MAY WANT TO GO TO Internal Revenue Service Website for free-file options.***