Volunteer Income Tax Assistance (VITA) provides free tax filing services to qualifying families that make less than $55,000 a year. The St. Mary’s University VITA site is open to the entire community, but specifically targets residents on the West Side within the University’s Neighborhood Revitalization area.
Taxpayers whose annual household income is $55,000 or less are eligible for tax assistance through the St. Mary’s VITA program.
Taxpayers will bring their documents and go through an intake process. Tax prep will be done remotely with our certified volunteers. Once the return is ready, we will schedule an exit interview with the taxpayer to review the return with them before filing.
The St. Mary’s VITA site is located at the Center for Legal & Social Justice at 2507 NW 36th Street, 78228. We will open on Saturdays, 9 a.m. to 4 p.m., from January 29 to April 9, 2022, with the exception of April 2 when the University will be closed for Oyster Bake.
Eligible taxpayers are asked to bring with them:
- Driver’s license or photo I.D. for the taxpayer and spouse (if applicable)
- Social Security Card or Individual Tax Identification Number (ITIN) for all household family members (copies are accepted)
- All W-2 Forms and 1099 tax forms
- Letter 6419 from the IRS showing the amount of advance child tax credits, if applicable.
- IRS Notice 1444-C and/or Letter 6475 showing the amount of the third Economic Impact (stimulus) payment and any catchup stimulus payments received
- Other tax forms received (if applicable)
- Copy of 2020 and 2019 tax returns (if available)
- If filing jointly, both spouses must consent that St. Mary’s has their authorization to file the return.
- Documentation for any deductible expenses
- A valid email address and/or telephone number.
Participation in the VITA program requires training and completion of an IRS certification exam on using tax software and applying basic tax laws to real-life client scenarios. St. Mary’s VITA program will host a training on Saturday, January 15 and 22, 2022, via Zoom. Students will need a computer with consistent access to the internet.
We will also host an in-person training on Saturday, January 29. Please register for a training date in GivePulse. Everyone attending the training will be required to wear a mask. Students are asked to bring their own laptop or notebook computer, but if you do not have one, one can be provided for you. A light breakfast and lunch will be provided. Please register for a training date in GivePulse so that we can properly schedule Zoom rooms and classrooms.
For Spring 2022, we will conduct intake in a drive-thru model, tax prep virtually, and exit interviews virtually (with a handful in-person).
The drive-thru intake will occur on Saturdays from 9 a.m. to 4 p.m. at the Center for Legal & Social Justice. Volunteers will be needed to assist with intake interviews, scanning of documents, and traffic flow.
Tax prep will be conducted via Zoom on Tuesday evenings, Saturday mornings and Sunday afternoons. Both experienced and new volunteers will be present. Volunteers will be needed to prepare and review returns. Exit interviews will mostly be conducted via Zoom or phone call on Tuesday evenings, Saturday mornings and Sunday afternoons. In-Person exit interviews will be conducted at the CLSJ on Saturdays. Volunteers will be needed to review returns with clients before filing with the IRS.