Taxpayers whose annual household income is $55,000 or less are eligible for tax assistance through the St. Mary’s VITA program.
Eligible taxpayers should be able to furnish the following:
- 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
- Amount of advance child tax credits or stimulus payments received
- Other tax forms received (if applicable)
- Copy of prior year tax return (if applicable)
- 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.
The StMU VITA site normally operates on Saturdays at the Center for Legal and Social Justice, 2507 NW 36th Street, from late January until mid-April during the tax season. We expect to offer both in-person and virtual services during the Spring 2022 season and details will be posted here in late fall, 2021.
For new volunteers, participation in the VITA program requires completion of an IRS certification examination on using the tax software and applying basic tax laws to real-life client scenarios. St. Mary’s students who will be NEW volunteers should log into GivePulse via Gateway, add themselves to the VITA Group, and provide the information requested.
New volunteers who are not St. Mary’s students should register at the VITA website in GivePulse, create an account and provide the information requested.
Volunteers with previous VITA experience who have NOT already established GivePulse accounts in a prior year should register at the VITA website, create an account and provide the information requested.
St. Mary’s VITA training for the Spring 2022 tax season will be offered in-person on-campus on Saturdays in January and February. Training is conducted by St. Mary’s faculty and students. We expect to have both in-person and virtual training available, although for new volunteers, in-person training is best. Dates will be posted here and on GivePulse in late Fall 2021.
Experienced volunteers may elect to complete the training provided by the IRS on Link & Learn, which is generally available beginning in late November. Please register through the VITA website in GivePulse to receive additional instructions and updates on trainings.
Tax Return Preparation – Spring 2022
For Spring 2022, we will prepare tax returns on Saturdays at the Center for Legal & Social Justice as well as through synchronous Zoom sessions in which both experienced and new volunteers are present.
The schedule for preparation sessions will be posted in GivePulse.
If you are interested in volunteering in the VITA program, please contact firstname.lastname@example.org or add yourself to the StMU Volunteer Income Tax Assistance (VITA) group in GivePulse.