RSVP VITA - Volunteer Income Tax Assistance

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					                                                      FREE TAX HELP

                                RSVP VITA ‐ Volunteer Income Tax Assistance
               FREE Electronic Filing & Computerized Returns Prepared for Eligible Clients
                                 www.orangecountync.gov KEYWORD: VITA
WHEN CAN I MAKE AN APPOINTMENT? Starting January 20th call the numbers in the chart below
WHO IS ELIGIBLE?
      VITA is a free tax service for clients of any age with household income under $60,000
           h Clients with complex/lengthy returns may be referred to paid tax preparers
           h Non‐English‐speaking clients need to bring an interpreter
           h Spanish‐speaking clients may call the following numbers for additional information:
                   Orange County ‐ 245‐2010 (Spanish) Chatham County ‐ 742‐1448 (Spanish)
           h Appointments for the homebound or disabled may be made by special arrangement
SERVICES        h   Federal and NC tax returns (no schedule C or E)
                h   Returns are electronically e‐filed at no charge
                h   Volunteers are trained and certified by the IRS
                h   Your information will be kept confidential
WALK‐INS         Clients without appointments will be fit in if time permits, if there is an open
                 appointment, or if there is a cancellation.
REGISTRATION Come 20 minutes prior to your appointment to fill out required forms. Allow 2 hours.


       VITA TAX SITES                   MON             TUES             WED            THURS             FRI        SAT 
The Seymour Center                                                                    Feb4­Apr 15  Feb5­Apr 9  Feb6­Apr 10 
2551 Homestead Road                                                                    1 pm­8 pm  9 am–4 pm  9am­Noon 
Chapel Hill  968­2086                                                                   Apptments    Apptments     Apptments 
                                                                                        & Walk­in    & Walk­in     & Walk­in 
Chapel Hill Community Ctr                                            Feb3­Apr 14 
120 South Estes Dr                                                   11am–2pm 
Chapel Hill   968­2086                                                 Apptments 
                                                                       & Walk­in 
Carrboro Town Hall                   Feb1­Apr 12  Feb2­Apr 13 
301 W. Main Street                    4pm–6pm     10am–1pm 
Carrboro      968­2086               Appointments    Appointments 
                                         Only         & Walk­in 
Women’s Center 
210 Henderson St                     Call for days, times and 
Chapel Hill  968­4610                      appointments 

Central Orange Sr Center­                                            Feb3­Apr 14                                  Feb6­Apr 10 
Hillsborough                                                          Noon­3pm                                     9am­Noon 
Attached to the SportsPlex                                             Apptments                                  Appointments 
                                                                         Only                                        Only 
968­2086 
Chatham­Council on Aging 
Pittsboro­E. Chatham Sr Ctr                                            Apptments                                   Apptments 
Siler City­W Chatham Sr Ctr                                              Only                                        Only 
542­4512 Evelyn White 
Carolina Meadows                                       Apptments                                                   Apptments 
942­4010 ext 596; leave                                   only                                                        only 
                                                      4 pm – 7 pm                                                 10 am – 1 pm
message & phone number 


                                                                                     Please See the Back of this Sheet 

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How and When Do I Make an Appointment? Starting January 20th
·   Appointments must be made in advance. As soon as you know you want to use the VITA service,
    call to make an appointment. No appointment reminder will be sent.
·   Call if you must cancel your appointment. Each return may take up to 2 hours.
·   Starting early will allow time to find any documents that might be missing. If you arrive for your
    appointment without information needed to prepare your taxes, you may have to reschedule.
·   Clients with complex/lengthy returns may be referred to paid tax preparers.
·   Clients without appointments will only be served if time permits and there is an open appointment.
·   Hospital and home visits may be arranged for the homebound or disabled.
    Orange County Appointments
       · Carrboro Town Hall – 968‐2086
       · The Seymour Center – 968‐2086
       · Chapel Hill Community Center – 968‐2086
       · Women’s Center ‐ 968­4610
       · Hillsborough – Central Orange Senior Center – 968‐2086
       · For Spanish – 245‐2010

    Chatham County Appointments
       · Chatham County Council on Aging, Pittsboro and Siler City sites – 542‐4512 Evelyn White
       · Carolina Meadows, 942­4010 ext 596; leave message & contact information
       · For Spanish – El Vinculo Hispano – 742‐1448

WHAT DO I NEED TO BRING?
h Before your appointment
     m ORGANIZE your documents and TOTAL up receipts by category.
     m If your information is not complete, you may have to schedule another appointment.
     m Filing Jointly? Both spouses must be on site to electronically file.
h Bring all the documents listed below if applicable.
     m Last year’s return (this is very important)
     m W‐2 forms
     m All 1099 forms for interest, dividends, social security income, retirement income
     m Medical receipts already totaled up
     m Phone number where you can be reached day and night
     m Receipts or evidence of taxes paid, contribution amounts and recipients, mortgage interest
         paid
     m Taxpayer Identification Cards for self and all dependents
         · Social security numbers are required for ALL dependents being claimed
             on your tax return.
         · If you/your dependents do not have SSNs, you/they must have Individual Tax ID Numbers
             (ITIN).
     m Any and all information you receive from the IRS for 2009 or from other reporting agencies.

                                                       VITA SPONSORS 
        IRS · Orange County RSVP 55+ Volunteer Program – a division of the Orange County Department on Aging
        · RSVP Local Sponsor: Orange County Government · RSVP Federal Sponsor: Corporation for National & 
        Community Service – National Senior Service Corps · Towns of Chapel Hill &Carrboro 




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