VITA stands for Volunteer Income Tax Assistance and is a nationwide program where IRS-certified volunteers prepare tax returns for free for individuals & families who qualify based on income (earning less than $66,000 as a household in 2019).

Last year, the VITA Free Tax Prep Program completed 14,750 returns, helped taxpayers save more than $2.8 million in tax preparation fees and brought more than $20 million in federal refunds back to the community. All of this was done with the help of VITA Volunteers.

St. Luke’s VITA Site opens on Tuesday, February 4th and will be open Tuesdays and Wednesdays from 9 am – 4 pm and Thursdays from 1 pm – 6 pm. By appointment only! Contact the front office at (615) 350-7893 to schedule your appointment.

Items to bring:

1. Photo ID (for both spouses, if filing jointly)

2. Original copies of Social Security cards or ITINs for everyone on the tax return

3. Proof of Income (W-2 for each employer, 1099s, Social Security Income, Retirement Income, Unemployment, Interest, Cash Income, etc.)

4. Proof of Expenses if claiming childcare, 1098-T for education expenses, financial aid statement, medical, property tax, self-employed income and expenses, charitable donation receipts, itemized deductions, etc.

5. Form 1095-A (if you have health insurance through Marketplace)

6. Identity Protection Pin Number (Victims of identity theft have this number issued from IRS.)

7. Direct deposit information (bank account and routing numbers)

   Please note: Both spouses must be present if filing a joint return.

We cannot prepare:

1. Returns with household income over $66,000

2. Schedule C with losses (no business loss)

3. Business expenses more than $25,000

4. Complicated and Advanced Schedule D (capital gains and losses)

5. Rental or Farm Income

6. Certain travel and auto deductions

7. Depreciation or business with inventory

8. Certain other restrictions as determined by IRS