Volunteer Income Tax Assistance (VITA) at The Neighborhood Place
San Antonio Community Resource Directory
COVID-19 Notice

This year, all sites will operate using the drop-off method.

Once a return is prepared the taxpayer will be contacted to review and sign the return.

VITA (Volunteer Income Tax Assistance) is an IRS sponsored program to offer free tax help to people with $55,000 or less taxable income on their tax return.

Click here for a list of individuals or agencies who are available to answer specific questions.

Note: The IRS will not process tax returns until February 12. This means that refunds (if any) will not be available until after February 15.

Please bring to the drop-off site all of the following documentation that applies:

Completed intake form (if possible): Click here for the intake form.

Identification

  • Proof of Identification: Drivers License or government-issued photo I.D.
  • Social Security Card or Individual Tax Identification Number (ITIN) for you, your spouse, and any dependents you will claim
  • Birth dates for you, your spouse, and any dependents you will claim
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • To file taxes electronically on a married filing joint tax return, BOTH spouses must be present to sign the required forms
  • Last years tax return, if you have it, can really help

Income

  • The dates and amounts of any stimulus checks received.
  • Wage and earning statement(s) Form W-2 from all employers
  • Annuity or retirement: 1099-R
  • Social Security Statement: 1099-SSA
  • Gambling winnings: W2-G
  • Interest and dividend statements from banks (Forms 1099-INT and 1099-DIV)

Expenses

  • Mortgage interest: 1098
  • Real estate taxes paid (statement or receipt)
  • Child care expenses: provider receipt showing provider Identification Number
  • Medical Expenses: detailed receipts
  • Charitable contributions
  • Education: Form 1098-T Tuition Statement; must have the school EIN
  • Student

Free

Mon-Thu: 12:00 - 6:00 PM Sat: 9:00 AM - 1:00 PM