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Financial Stability

Without the ability to pay their mortgage or rent, families may find it impossible to achieve a sense of security, let alone take the steps necessary to create a better life for themselves.  That’s why our work in income is focused on helping people become empowered with the goal of reaching financial stability through the following programs: 
  • Free In Person Tax Preparation Services through United Way of Brevard's Volunteer Income Tax Assistance Program (VITA) 
  • Free Online Tax Preparation Services though myfreetaxes.com
  • United Way of Brevard's Free Financial Education Workshops

Interested in volunteering with United Way of Brevard as a VITA Volunteer? - Click Here
Interested in teaching Financial Education Workshops for the Community? - Click Here

Free Tax Prep

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.


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:                                                     

  • Original Social Security cards or ITIN# for YOU, your SPOUSE and ALL DEPENDENTS 
  • Valid picure identification such as driver's license, state photo ID,or other government issue iD that includes a photo                                                               
  • Wage and earning statements: W-2 Forms and/or 1099 Forms from all jobs worked in 2023                      
  • Copy of your 2022 tax return ( if you filed one)

    If any of the following apply to you, please bring the following documents/materials with you:   
  • Retirement income or payments from pensions, annuities, or IRAs ( Forms SSA-11099, RRB-1099)
  • Social Security benefit statements (Form SSA-1099)                                   
  • Self-Employment income (Forms 1099-MISC, 1099-NEC, 1099-K)
  • Interest and dividend statements from banks (Forms 1099-INT, 1099-DIV)                           
  • Alimony paid or recieved
  • Disability Income (Form 1099-R)                       
  • Unemployment income (Form 1099-G)
  • Lottery/gambling winnings
  • College tuition and student loan INTEREST statements (Form 1098-E)
  • College or post-secondary education EXPENSES (Form 1098-T)
  • Mortgage interest statements (Form 1098)
  • Child or dependent care expenses such as daycare including the total paid to the provider. The provider's Federal ID# and the provider's address
  • Educator expenses - ALREADY ITEMIZED
  • Self-employment expenses- ALREADY ITEMIZED
  • Health Saving Account (Forms 5498-SA, 1099-SA)
  • Debt cancellation/forgiveness (Forms 1099-C, 1099-A)
  • Marketplace health insurance (Forms 1095-A, B or C
  • Health Insurance exemption certificate if received
  • Any notices received from the IRS or state tax office
  • Proof of bank account routing number and account number for direct deposit of your refund (such as a blank check)

    If possible, complete and bring the IRS Intake Form 13614-C to expedite the intake process.  Otherwise, you will need to complete the forms at the site which may delay your appointment.  You can visit any VITA site during operational hours to pick up the forms ahead of time or click below to download the forms now.

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.


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/.


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.


Financial Classes

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.

Keeping Track of Your Money Workshops are held in 60 to 90 minute sessions and can be tailored for all age groups. Topics covered:
•    Learn how credit cards, credit scores and credit reports can have an impact on your financial goals
•    How to create a Three Step Spending Plan
•    Identify ways to manage and/or decrease spending
•    Managing Debt and Credit
•    Strategies to get out of debt
•    Strategies to reduce stress by using simple money management practices
•    Identity theft Prevention/ Identity theft recovery plan
•    How to plan for retirement


Thanks to your generosity

United Way Tax Program has Big Impact on Brevard

United Way helps local families keep more of their hard-earned cash
United Way Tax SiteDid 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.
Tax refunds help working Americans put money in their pockets for everyday items and save for the future. According to a study from United Way Worldwide, about 23 percent of those asked say they spend their refunds for food, while 22 percent spend the money on housing costs; 31 percent use their refunds for utilities. One quarter of those who receive refunds put the money into savings or invest the funds for the future.
Here in Brevard, 30 IRS certified volunteers spent over 2,193 hours preparing taxes which collectively saved Brevard low-income residents $404,250 in fees for tax preparation services.

Interested in volunteering with United Way of Brevard as a VITA Volunteer? - Click Here