WHAT IS VITA?
United Way in Montgomery County’s VITA Program provides free income tax assistance to eligible community members with the support of IRS-certified volunteers. Appointments will take place at United Way in Montgomery County's office located at 221 E. Main Street on the 2nd floor of First Financial Bank.
WHO IS ELIGIBLE FOR VITA?
Individuals (and/or couples, if filing jointly) earning $84,000 or less are generally eligible for VITA services.
Individuals are NOT eligible (out of scope) for the VITA program if any of the following apply:
- You bought, sold, exchanged, or received virtual assets (such as Bitcoin or another cryptocurrency)
- You own or manage a rental property
- You are selling a home under contract
- You have farm income
- You operate a business with employees and/or physical inventory
- You were self-employed and had a loss in the applicable tax year
- You purchased an electric vehicle and want to claim the tax credit
- You are a nonresident alien for tax purposes
SCHEDULE AN APPOINTMENT WITH A CERTIFIED VOLUNTEER
If you would prefer a full-service appointment, you can schedule an appointment online, or call us at 765-362-5484. This line can get very busy, so we might not always be able to answer, but if you leave us a message, we will get back to you as soon as we can!
Important items to note:
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Plan to arrive about 10 minutes before your scheduled appointment time to complete intake paperwork. You can save time by picking up the forms in advance or downloading them here. Please bring the completed forms (4) to your appointment. Intake forms include IRS Form 13614-C, IRS Form 15080, Cover Sheet, Indiana Intake Form.
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A team member will review your intake paperwork to help clear up any questions before seating you with a volunteer tax preparer.
SCHEDULE APPOINTMENT IN MONTGOMERY COUNTy
FILE YOUR OWN TAXES, FOR FREE!
Prepare your taxes for free with MyFreeTaxes!
This program, offered by United Way in partnership with the IRS VITA program, lets you file your return on your own or with help from trained volunteers. Over 1.3 million filers have saved $260 million in tax preparation costs — and you can too!
FILE YOUR TAXES FOR FREE
VOLUNTEER WITH VITA
VITA is more than tax preparation — it’s about access, dignity and opportunity for our community members in need. Every return you help prepare makes a real financial impact for individuals and families in our community. Service is the true reward!
Training Requirements
Training/studying for the required IRS certifications can take 8-14 hours depending on experience level. This will vary from person to person. MEMORIZING THE MATERIAL IS NOT REQUIRED! The certifications and tax season are both open book. You just need to know how to use your resources to find answers. There are three required certifications for our VITA site:
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Volunteer Standards of Conduct
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Intake/Interview & Quality Review
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Advanced - Basic is NOT required
Level of Committment
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This filing season will run from January 27th to April 10th
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February is the busiest month and will require the highest volume of volunteers
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Uphold the IRS Volunteer Standards of Conduct
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We ask that each volunteer commit to a minimum of 12 volunteer hours. Please note this is NOT a requirement, just extremely helpful with planning.
