Free Tax Preparation Available for Eligible Residents Through VITA Program

United Way Offers Free Tax Preparation
To help ensure that Kay County’s working families are filing for the tax credits they have earned and to help families save in filing fees, the United Way of Ponca City Financial Stability Initiative is again operating a Volunteer Income Tax Assistance (VITA) site. Families who make a household income of less than $58,000 can access the VITA site and have their taxes prepared for free. Vita site team members are Barbara Nickles, site coordinator, Patty Bailey, tax preparer, Rick Hermann and quality reviewer and Jack Rawlins, quality reviewer. United Way will start taking appointments on January 26th and the VITA site will open on February 1st.  
Items to prepare to bring:
  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents 
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B and C, Health Coverage Statements
Copies of income transcripts from IRS and state, if applicable
To schedule an appointment, call 765-2476.  The VITA site will remain open until April 15, 2022.  Another way United Way is giving back to the community!