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FREE Tax Preparation
February 1-April 18, 2016
 
Federal and State
Specializing in E-Filing 
Get Your Refund in 7 - 9 days!

The Lowcountry Area Volunteer Income Tax Assistance (VITA) Program offers FREE income tax preparation.  In collaboration with the IRS and many local partners, the Lowcountry Area VITA Coalition assists working individuals and families who generally make $54,000 or less, the elderly, and limited English speaking taxpayers file their federal and state tax returns.  
 
Last year 46 IRS-certified volunteers spent 3,008 hours preparing 2,197 tax returns.  In total, $3,035,871 were returned to local taxpayers' pockets, not to mention the money saved in tax preparation services!  
 
Services Offered
  • Online tax preparation  
    • Would you like to file your federal and state taxes for FREE from the comfort of your home at a time that is convenient for you?
    • Do you make under $62,000?  
    • My Free Taxes is Easy, Safe, Secure, and 100% FREE!
    • Visit: http://www.unitedway.org/myfreetaxes/
  • Appointments
    • Call 843.321.9071 to schedule an appointment.
    • Appointment-only tax preparation will occur at the Bluffton Library (120 Palmetto Way, Bluffton, SC 29910) on select Saturdays.
  • Drop-off/virtual tax preparation
    • No time to wait in line?
    • Bring copies of your tax documents, and we will prepare your return within 7 days.
    • Visit the Lobeco Library (1862 Trask Pkwy, Seabrook, SC 29940) on Saturdays from 11:30AM-3:30PM to take advantage of this service.
 
All VITA sites will open the week of February 1, 2016!

Beaufort County Library
311 Scott Street
Beaufort, SC
   

Mondays (beginning February 1, 2016):
10:30 am - 4:30 pm
OPEN Monday, April 18 (last day of tax season) 
   
 
Thursdays (beginning February 4, 2016:
11:00 am - 5:00 pm
 

Bluffton Library
120 Palmetto Way
Bluffton, SC
    

Mondays (beginning February 1, 2016):
10:00 am - 5:00 pm 
OPEN Monday, April 18 (last day of tax season) 
 
By appointment only 
Select Saturdays 1:00 pm - 4:00 pm
Call 843.321.9071 

St. Helena Library
6355 Jonathan Francis Sr. Road
St. Helena Island, SC

Tuesdays (beginning February 9, 2016)
5:30 pm - 8:00pm
 

University of South Carolina Beaufort
1 University Blvd
Bluffton, SC
 
 

By appointment only 
Call 843-321-9071
Tuesdays 9:00 am - 3:00 pm
Fridays 9:00am - 12pm

The Deep Well Project
80 Capital Drive
Hilton Head Island, SC  
Thursdays (beginning February 4, 2016):
5:30 pm - 8:00 pm 
Goodwill Industries
509 Island West Park
Bluffton, SC
Serving the Bluffton/Hardeeville Area
Thursdays (beginning February 4, 2016):
4:00 pm - 8:00 pm

Lowcountry Community Action Agency (CAA)
319 E. Washington Street
Walterboro, SC  

By appointment only
Call 843-321-9071

Colleton County Memorial Library
600 Hampton Street 
Walterboro, SC 
 
   
By appointment only
Call 843-321-9071
 
 YMCA of Beaufort County
1801 Richmond Avenue
Port Royal, SC 


Fridays (beginning February 5, 2016):
9:00 am - 12:00 pm
 
Lobeco Library
1862 Trask Parkway
Lobeco, SC
Saturdays (beginning February 6, 2016):
11:30 am - 3:30 pm
 

What to Bring to Your Local VITA Site*
 
  • A copy of last year’s federal and state returns, if available
  • Social Security cards for you, your spouse and dependents (everyone on the return)
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Proof of identification (photo ID)
  • Birth dates for you, your spouse and dependents on the tax return
  • All 2015 informational statements, including but not limited to:
    • Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers
    • Interest and dividend statements from banks (Form 1099)
    • Mortgage and interest statements - Form(s) 1098
    • Pension and social security statments - Forms(s) 1099R and SSA-1099
    • Tuition payments statements - Form(s) 1098T
    • Property tax receipt(s) for any property taxes paid in 2015
    • Copies of income transcripts from IRS and state, if applicable
  • Information on deductions
  • Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
  •  All forms 1095, Health Insurance Statements
    • Health Insurance Exemption Certification, if received
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
https://www.irs.gov/Individuals/Checklist-for-Free-Tax-Return-Preparation

Comments, Questions or Concerns About VITA

If you would like to become a VITA volunteer tax preparer or site greeter or have comments, questions, or concerns about the program please send us an email at lowcountryvitacoalition@gmail.com or call (843) 321-9071.

VITA of the Lowcountry would like to recognize the following program partners:

     

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