United Group Insurance

Cass County to Host Free VITA Tax Prep sites in February & March (Free basic tax return preparation available for qualified individuals. Call to schedule or for more information)

News

February 1st, 2024 by Ric Hanson

(Atlantic, Iowa) – The Cass County ISU Extension Office in Atlantic is now taking appointments for FREE preparation of 2023 Taxes for qualifying taxpayers through the VITA Program in February and March of 2024. Appointments will be at the Extension Office on the Fairgrounds in Atlantic or at the Atlantic Public Library.

What is VITA? (From IRS.gov) The IRS’s Volunteer Income Tax Assistance (VITA) program offers free basic tax return preparation to qualified individuals.

The VITA program has operated for over 50 years. VITA sites offer free tax help to people who need assistance in preparing their own tax returns, including:

  • People who generally make $64,000 or less
  • Elderly
  • Persons with disabilities; and
  • Limited English-speaking taxpayers

Full information on what types of tax preparation the VITA Program can assist with is available by visiting the IRS website at https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers.

While the IRS manages the VITA program, VITA sites are operated by IRS partners and staffed by IRS-certified volunteers who want to make a difference in their communities. VITA services are not only free, they are also a reliable and trusted source for preparing tax returns. All VITA volunteers who prepare returns must take and pass tax law training that meets or exceeds IRS standards. This training includes maintaining the privacy and confidentiality of all taxpayer information. In addition to requiring volunteers to certify their knowledge of the tax laws, the IRS requires a quality review check for every return prepared at a VITA site prior to filing. Locally, volunteers are trained and supported by the Iowa Center for Economic Success. Find more information about documents needed for tax preparation at https://theiowacenter.org/taxservices/

In addition to benefiting eligible taxpayers, the VITA program also benefits local communities by helping low-income taxpayers access special tax credits such as the Earned Income Tax Credit (EITC), Child Tax Credit, and Credit for the Elderly or Disabled. In Iowa the average Earned Income Tax Credit (EITC) refund is $2,311, and almost 20% of eligible Iowans to not access this credit. When taxpayers claim this credit, local economies get double the benefit, as every EITC dollar claimed results in up to $2 in local economic activity!

Please call the Cass County Extension Office at 712-243-1132 to schedule your appointment. We have limited dates available in February and early March of 2024. For more information on the VITA program in Cass County or other local Extension programs, visit www.extension.iastate.edu/cass.