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 2018 VITA season, which ran last year from January through Tax Day, volunteers prepared about 32,302 returns resulting in $47.8 million in refunds and $17.8 million in Earned Income Tax Credits (EITC) that went back to the local economy, and saved 9,500 taxpayers an estimated $11.3 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 February 4 through April 15, 2019 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 February 4 through April 15, 2019.

Click HERE 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 identification
  • Social Security Card(s) or Individual Tax Identification Number(s) for all family members
  • All W-2 Forms
  • Copy of prior year tax return (if applicable)
  • 1099 Forms (if applicable)
  • If filing jointly, spouse must be present to review/sign completed return

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.