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Interested in teaching Financial Education Workshops for the Community? - Click Here
Free Tax Preparation Services Open February 2024! 
What is VITA?
The Volunteer Income Tax Assistance (VITA) Program offers FREE tax services to individuals and families with low to moderate incomes. This service is provided annually from January - Tax Day.
Who is elibible for VITA?
US Citizens or resident alien status for the past year, with a valid social security number and a total household adjusted gross income of $64,000 or less. (Military $88,000)
How do I schedule an appointment?
New! Now there are 2 ways you can schedule your VITA Free Tax Appointment?
1. Use our new online appointment scheduling app. Scroll down to the next section, find your preferred location, click the link to schedule, follow the prompts. This can be done on any device including computers, tablets, or smartphones. You will recieve an email confirmation when you hit submit and again the day before your appointment. You will also get a text reminder they day before your appointment if you choose to allow SMS messaging. The day of your appointment, check in at your scheduled time to have your taxes prepared.
OR
2. During program operational hours, visit one of the VITA sites listed below to schedule an appointment. Return at your scheduled time to have your taxes prepared.
VIERA REGIONAL COMMUNITY CENTER - Check back in January 2024 for Scheduling Link
2300 Judge Fran Jamieson Way, Viera, FL 32940
Tuesdays and Fridays from 9am to 2pm
PALM BAY CITY HALL - Check back in January 2024 for Scheduling Link
120 Malabar Road, Palm Bay, FL 32909
Wednesdays and Thursdays from 9am to 1pm
SALVATION ARMY MELBOURNE - Check back in January 2024 for Scheduling Link
1080 S Hickory Street, Melbourne, FL 32901
Mondays 9am to 2pm
What do I need to bring to my appointment?
Please make sure to bring the following documents/materials with you:
Intake Form - English
Intake Form - Spanish
My FreeTaxes (MFT) Self Tax Preparation Services Open January 2024!
What is MFT?
The MyFree Taxes (MFT) Self Tax Preparaion Program is brought to you by United Way Worldwide and is completely free for Federal and State returns. MFT connects users to the appropriate self-prep software option based on income to help you prepare your tax return on your own. MyFreeTaxes is mobile optimized so anyone can access MyFreeTaxes from thier computer, tablet or smart phone. Most filers complete their taxes in less than an hour. This service is provided annually from January- Tax Day.
Who is eligible for MFT?
US Citizens or resident alien status for the past year, with a valid social security number and a total household adjusted gross income of $79,000 or less.
How do I file my return with MFT?
You can access MFT at https://myfreetaxes.com/ and simply follow the prompts. Services are available in English and Spanish and there are certified support specialists available to help you through the process if needed.
TAX PREP FAQ
What should I expect at my appointment?
Please make sure you have all your required identification and paperwork for your appointment prior to arriving. When you arrive for your appointment, please check in with the receptionist. A VITA Volunteer will meet with you to go through the intake process and review your documentation. Your tax return will then be prepared while you wait in a convenient waiting area. A VITA Volunteer will then reivew the completed return and all consent forms with you, answer any questions, obtain necessary signatures, and file your return.
How do I cancel or reschedule my appointment?
1. If you scheduled your appointment via the online scheduling app, click the link in your email confirmation to go back into your appointment to cancel or make any changes. If you need assistance with this self-service app, please visit a VITA site or call 321.615.3317.
2. If you scheduled your appointment in person at a VITA site, stop back into the site to cancel or make any changes.
Where is my refund?
You can check your refund status at https://www.irs.gov/refunds. You will need your Social Security or taxpayer ID number, your filing status and the exact amoung of your return.
How can I file an extension?
Learn all about filing an extension at https://www.irs.gov/forms-pubs/extension-of-time-to-file-your-tax-return. You wil need to complete IRS Form 4868 https://www.irs.gov/pub/irs-pdf/f4868.pdf which can be submitted electronically by visiting a VITA site, or you can mail a paper copy to the IRS. Extensions must be filed no later than April 15th 2024, and your extended return must be filed no later than October 15th, 2024.
How do I get an Identity Pin - Personal Identity Number (IP PIN), or retrieve my lost IP PIN?
Call the IRS at 800-908-4490 or visit https://www.irs.gov/identity-theft-fraud-cams/get-an-identity-protection-pin and follow the directions.
How can I get assistance with my Marketplace insurance, or get a duplicate copy of my 1095-A, B, or C?
Call the Marketplace Call Center at 800-318-2596, or visit their website at https://www.healthcare.gov/get-coverage/ for additional information.
How can I get assistnance with my Social Security statements, or get a duplicate Social Security card?
Call the Social Security Administration at 800-772-1213 or visit thier website at https://www.ssa/gov/. You can also call one of the local Brevard County Social Security Office or visit an office to speak to someone in person.
Melbourne Office : 1715 W. Nasa Blvd. Melbourne, FL 32901 (866-716-7667)
Cocoa Office: 310 Canaveral Groves, Cocoa, FL 32926 (866-964-0798)
Low Income Tax Clinics
Low Income Tax Clinics (LITC) assist low-income individuals who have a tax dispute with the IRS and provide education and outreach to individuals who speak English as a second language (ESL). To qualify for assistance from an LITC, generally a taxpayer's income must be below a certain threshold, and the amount in dispute with the IRS is usually less than $50,000. To see if you qualify for assistance with a dispute call 877-777-4778 or visit LITC webpage at: https://www.taxpayeradvocate.irs.gov/about-us/low-income-taxpayer-clinics-litc/.
Taxpayer Advocate Service
Generally, they Taxpayer Advocate Services (TAS) helps taxpayers whose tax issues fall into one of these main categories: financial hardship, IRS system issues, or fair and equitable treatment. To see if you qualify for this service call 877-777-4778 or visit the TAS webpage at https://www.taxpayeradvocate.irs.gov/can-tas-help-me-with-my-issue/.
More FAQS
https://www.irs.gov/faqs
IRS Forms, Instructions and Publications
Straight from the IRS website, here is a list of forms you may need https://www.irs.gov/forms-instructions.
Free Financial Education Workshops
United Way of Brevard offers FREE Financial workshops to the community in Brevard.
Interested in attending or setting up a workshop for your organization? Please call 321- 631-2740.
Did you know that United Way volunteers prepared 1,577 tax returns for low-to-moderate income workers saving them the cost of tax preparation and helping them claim all the tax credits for which they are eligible? These efforts have an estimated community-wide impact of $1.7M.