VITA Free Tax Preparation Program (Bergen Volunteers)
(201) 489-9454 x206
Hackensack
The Volunteer Income Tax Assistance (VITA) program offers IRS-certified free tax preparation to qualified individuals.
Who qualifies for VITA?
- Income less than $62,000
- Bergen County Residents only
- Elderly/Seniors
- Individuals with disabilities
- College students
Volunteer Tax Service Instructions
- In Person Taxes are completed by appointment only. To schedule an appointment call 201.221.4705. Appointments are limited.
- An intake specialist will call you to go over your information. If you qualify an in person appointment will be made.
- In Person appointments take anywhere from 1 to 3 hours to complete. Please give yourself ample time.
- Need drop off/virtual services? Please call to schedule a virtual appointment.
IMPORTANT. The following information is required:
- MUST BRING - Photo identification for taxpayer and spouse
- MUST BRING - Social Security Cards or ITIN card/letter for ALL members of the household
- MUST BRING - Last year’s Tax Return
- Proof of Income, 1099R (pension/annuity), 1099 Misc. (for contractual jobs, self-employed; expenses totaled up by categories), 1099 SSA (Social security benefits statement), 1099 INT, 1099 DIV, 1099 K (ride-share service), cash tips, or any other kind of income, 1099 G (unemployment)
- If itemizing costs of all medical expenses (added up), mortgage interest statement, vehicle registration, and charitable contributions (Less than $500 for non-cash donations)
- Form 1098T (Tuition statement plus other education expenses e.g. books, supplies, computer, etc.) for claiming education credits
- Form 1095A, if health insurance was bought from the marketplace
- Child care expenses and provider's information including EIN/SSN, name, and address. Cash payments required a notarized letter.
- Bank Routing number and account number for direct deposit/debit
- If filing a joint return, the Taxpayer & Spouse MUST be present during the final review. Both must also be present, with ID, to pick up the return.
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Last Updated: 05/17/24