United Way - Thomas Jefferson Area

Live United. United Way-Thomas Jefferson Area

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Free tax preparation assistance for the 2011 tax season will be available January 13 – April 17, 2012. There will be twelve tax sites operated by the coalition in Charlottesville and Albemarle, Greene, Fluvanna, Louisa and Nelson counties.

To receive free tax preparation assistance at one of the12 coalition sites, you must have household income of less than $50,000 in 2011.

Click here for a downloadable version of the information below.

What Should I Bring?

• Government issued Photo ID
• Valid Social Security cards or ITIN numbers for taxpayer, spouse, and all dependents
• Birth dates of all primary, secondary and dependents on the tax return. If married and filing jointly, both spouses must be present.
• All wage and income statements for 2011 (e.g., W-2, W-2G, 1099-R forms)
• Interest and dividend statements from financial institutions (Form 1099 Int. or 1099 Div.) if applicable
• Proof of day-care expenses paid in 2011 including: provider’s name, address and SSN or federal ID number
• A copy of last year’s federal and state returns, if available
• For direct deposit refunds to your checking or savings account, bring a check with you to verify the account and bank routing numbers