Volunteer Income Tax Assistance (VITA)
Free tax preparation services for low-income individuals and families.
Who Qualifies
Most taxpayers qualify if any of the following apply:
- People who generally make $67,000 or less
- Persons with disabilities, and
- Limited English-speaking taxpayers
- Most participants must file by April 15, 2025.
- Some restrictions apply. Taxpayers will be asked a few qualifying questions at the time they schedule their appointments.
English & Spanish
We offer free tax preparation services from counselors fluent in both English and Spanish.
Location & Hours
WOU Welcome Center, Room 135
701 Monmouth Ave N, Monmouth, OR 97361
WOU VITA free tax preparation services are offered beginning Saturday, February 8th and will continue until Tuesday, April 15th.
HOURS OF OPERATION
Tuesdays: 1:00pm – 7:00pm
Thursdays: 1:00pm – 7:00pm
Saturdays: 12:00pm – 5:00pm
Checklist of Required Documents
Please review this Welcome Packet and then bring all of these:
- Form 13614-C
- Photo ID
- for both spouses must be valid
- Social Security card AND Dates of Birth
- For you
- For spouse
- For all dependents
- W-2 Forms
- These are forms showing your wage and tax information.
- Bring one from each employer in 2024 (if you had two jobs & employers, bring 2 W-2 forms)
- These should be received by Feb. 15
- 1099 Forms
- These show your sources of income (interest, dividends, other sources)
- From banks, brokerages, contract work, or any other source of income
- Proof of Deductible Costs (if applicable)
- Receipts showing education expenses, including books.
- Proof of daycare costs
- Charitable contribution receipts
- Evidence of any other deductible costs
- 1095-A, -B, or -C Form
- Shows health coverage.
- 1099-SA Forms
- If you have a health savings account
- 2023 Tax Returns
- If you didn’t file in 2023, bring your 2022 tax returns.
OPTIONAL
- Checking Account & Routing Number
- Bring only if you want your tax return deposited directly into your account.
- Bring a blank check to show this information.
