Volunteer Income Tax Assistance
Published January 27, 2017
Updated: January 12, 2018
The Community Partnership of the Ozarks coordinates with several organizations to provide the VITA program. Community volunteers and MSU and Drury students prepare free, current year basic federal and state tax returns with electronic filing for qualified individuals. They will provide assistance with other states' tax returns if the federal return is also being prepared. Assistance is generally for taxpayers of low-to-moderate income ($54,000 or less).
Documents to bring:
- Photo ID for taxpayer and spouse
- Social Security numbers (or Form 1099-SSA) for the individual, spouse, and all dependents
- Birth dates for taxpayer, spouse, and dependents
- Documentation for all income, usually a Form W-2 or 1099, and child and dependent care expenses
- Bank account and routing numbers (if using direct deposit)
- Affordable Care Act information (Form 1095-A, 1095-B, or 1095-C).
- Copy of last year's federal and state tax returns and real estate tax receipt
- To file a joint tax return electronically, both spouses must be present to sign the required forms
VITA clinics will operate February 1-April 14 and most require appointments. Call 417-720-2000 after January 22, 2018, for further information and to make an appointment. Expect delays due to call volume, do not call the sites directly.
Return to the Free Tax Help page.
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