VITA
DID YOU EARN LESS THAN $85K IN 2024?
United Way of South Sarasota County's Volunteer Income Tax Assistance (VITA) Program Provides FREE Federal Income Tax Preparation to Individuals and Families with a Yearly Household Income of up to $85,000. Tax Preparation is Completed by IRS-Certified Tax Preparers and is by Appointment Only.
- DOCUMENTS NEEDED
Your appointment will need to be rescheduled if you do not bring the required documentation. - INTERVIEW/INTAKE SHEET
Please fill out ahead of time to speed up your visit. - DIRECT DEPOSIT INFORMATION: Using direct deposit is the safest and fastest way to receive your tax refund and economic impact payments. You will need an account number and a routing number from a bank or a credit union to set up a direct deposit. BankOn provides a list of options for low to no cost checking accounts with minimal to no monthly fees. Click here to visit the BankOn page for more information on the options for an affordable bank account in your area. You may also go to the IRS Website for more information about your refund and direct deposit.
VENICE LOCATION
United Way of South Sarasota County
4242 S. Tamiami Trail, Venice, FL 34293
Tuesday's 10:00am to 2:00pm
Wednesday's 10:00am to 7:00pm
Saturday's 10:00am to 2:00pm
NORTH PORT LOCATION
North Port Social Services Center
6919 Outreach Way, North Port, FL 34287
Thursday's 2:00pm to 7:00pm
Saturday's 10:00am to 2:00pm
ENGLEWOOD LOCATION
Englewood Chamber of Commerce
601 S. Indiana Ave, Englewood, FL 34223
Wednesday's 10:00am to 3:00pm
Friday's 1:00pm to 5:00pm
SARASOTA LOCATION
Colonial Oaks Park Building - Room A
5300 Colonial Oaks Blvd, Sarasota 34232
Tuesday's 2:00pm to 6:00pm
Thursday's 10:00am to 2:00pm
YOU MUST BRING THE FOLLOWING ITEMS TO AVOID HAVING YOUR APPOINTMENT BEING RESCHEDULED!
- A Copy of Last Year's Federal Tax Return
- Taxpayer's Valid Gov't Issued Photo ID
- All Forms, W-2, 1095, 1098, 1099 (PRINTED-No Images)
- Information for other income
- Identification number for Child Care Provider
- Information for deductions/credits
- Proof of Account for Direct Deposit or Refund (e.g. voided check)
- Social Security Cards and/or ITIN Notices / Cards for You, Your Spouse and Dependents
- Intake Form Filled out Completely, EVERY Box Checked and ALL Questions Answered
If Married and Filing Jointly, BOTH Spouses must be present.
ALL VITA SITES WILL OPERATE FEBRUARY 1 - APRIL 15, 2025
Visit our VITA locations for a review of your information to determine if your tax return can be prepared taking any casualty loss into consideration. Our volunteers will review your situation and provide reference information as needed.