Volunteer Income Tax Assistance (VITA) Program

The Volunteer Income Tax Assistance (VITA) Program is ready to help.

The Volunteer Income Tax Assistance program (VITA) in San Antonio is a coalition between United Way of San Antonio and Bexar County, the City of San Antonio, Catholic Charities and the IRS.  VITA provides free income preparation for individuals and families with income up to $55,000.

During the 2019 VITA season, which ran last year from January through Tax Day, volunteers prepared about 28,000returns resulting in $46 million in refunds and $16 million in Earned Income Tax Credits (EITC) that went back to the local economy, and saved community taxpayers an estimated $10 million in tax preparation fees.

VITA is a vital part of helping low- to moderate-income individuals and families in San Antonio and Bexar County. VITA volunteers, who are all trained and IRS-certified, provide free income tax assistance to taxpayers, and help them claim important tax credits such as the Earned Income Tax Credit and the Child Tax Credit.

The certified volunteers receive 20 hours of training that enables them to help prepare basic to moderately complex tax returns. VITA sites are generally located at community and neighborhood centers, libraries, schools and other convenient locations. Most locations also offer free electronic filing.

Twenty VITA sites are open across the city January 21 through April 15, 2020 for free income tax preparation and electronic filing for qualifying individuals and families.

Individuals and families who earned up to $55,000 in total income last year are eligible for this free service!

All Sites Open January 21 through April 15, 2020.

Click HERE for a list of locations, hours and to learn more about the program.

Do I qualify?

Any individual or family who earn up to $55,000 per year.

What do I bring?

Please bring the following items with you.

  • Valid photo I.D.
  • Social Security Card or Individual Tax Identification Number (ITIN) for all members in your family
  • All W-2 Forms
  • If filing jointly, your spouse must be present to review/sign forms
  • Copy of prior year tax return (if applicable)
  • 1099 Forms (if applicable)

What if I'm missing something?

Below are resources in the event you do not have the needed items:

Photo ID. Any government-issued ID. A driver’s license can be obtained from your local Department of Motor Vehicles (DMV).

Social Security Card or Individual Taxpayer Identification Number (ITIN). Don’t have a Social Security card? Order one here. You can find additional information about your ITIN here.

Copy of last year’s tax return. If you do not have your previous tax return, you can get your free transcripts immediately online. You also can get them by phone, by mail or by fax within five to 10 days from the time IRS receives your request. Find out more information here.

W-2. A W-2 shows your wage-earning information and is usually mailed or emailed to you. If you haven’t received your W-2 by January 31, please contact the Human Resources person at your company.

SSA-1099, 1099-R and 1099-G. Visit the Social Security Administration or Texas Workforce Commission.

Cash Income Amount and Work Expenses. Visit Internal Revenue Services (IRS) for more information.

1095 Health Coverage Form. If you are enrolled through www.HealthCare.gov, this is the form that shows your household Marketplace plan. Learn how to access it here.

Direct Deposit Information. Please bring your bank account and routing number information. These can be found at the bottom of your check or deposit slip that is linked to the account you want to use. You also can find this through your banking app or online account, or you can call your bank for the information.

For more information or to find a nearby VITA site and its business hours, tax filers can go online to www.vitasa.org or call the United Way Helpline at 2-1-1.

Social Media Toolkit: Help spread the word on the importance of VITA to our community.

Key Messages

  • VITA San Antonio is a coalition between United Way of San Antonio and Bexar County, the City of San Antonio, Catholic Charities and the IRS which provides free income preparation for individuals and families with income up to $55,000.
  • VITA is a vital part of helping individuals and families in our community claim important tax credits.
  • VITA volunteers are trained and IRS-certified to provide free income tax assistance to taxpayers.
  • VITA sites are conveniently located at community and neighborhood centers, libraries, schools and other locations for maximum accessibility.

Hashtags and Tagging

To join your voice with the entire community, always tag your posts #VITASA.

Follow the official VITA sponsors’ social media profiles:
United Way of San Antonio and Bexar County
Facebook: @UnitedWaySATX
Instagram: @unitedwaysa
Twitter: @UnitedWaySA

City of San Antonio
Facebook: @cosagov
Instagram: @cosagov
Twitter: @COSAGOV

Catholic Charities of San Antonio
Facebook: @catholiccharitiessa
Instagram: @catholiccharitiessanantonio
Twitter: @cathcharitiessa

Sample Messages

Facebook, Instagram and LinkedIn:

Free tax preparation is right around the corner. On January 21, all Volunteer Income Tax Assistance (VITA) sites will open. For more information, including location and hours, call 2-1-1 or visit www.vitasa.org. #VITASA #LiveUnitedSA #IRSFreeTaxPrep

Individuals and families earning up to $55,000 annually qualify for free tax assistance, year round. Call 2-1-1 to find the year-round location near you or visit www.vitasa.org. #VITASA #LiveUnitedSA #IRSFreeTaxPrep

Get your taxes prepared for FREE. Our Volunteer Income Tax Assistance (VITA) sites are NOW open. Find a location nearest you at www.vitasa.org. #VITASA #LiveUnitedSA #FreeTaxPrep

April 15 is tax day! Have you filed your taxes? If you need help, IRS-certified volunteers are available to provide free tax preparation across our community.  Call 2-1-1 to find the location nearest to you or visit www.vitasa.org! #VITASA #LiveUnitedSA #IRSFreeTaxPrep

Twitter:

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