Free Tax Preparation

The Volunteer Income Tax Assistance (VITA) program offers free tax filing to people who generally make $65,000 or less, persons with disabilities, the elderly, and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers prepare free basic income tax returns with electronic filing to qualified individuals.

FAQs

Lake CoAction 5240 Fountain Drive, Crown Point, IN

Currently, there are no drop off sites for tax preparation.

Stay tuned for Super Saturday locations in the upcoming tax season!

Calumet College, 2400 New York Avenue, Whiting

Site will open and 9 am.  Volunteers will prepare taxes for the first 25 filers. First come, first served.

Please complete the two documents below and bring those with you to your tax appointment.

You will need to bring the following documents to your Tax Appointment. Please bring all of the following that apply to you with you to your appointment.

  1. A valid driver’s license or State ID for each tax filer.
  2. Birth dates for you, your spouse, and any dependents on the tax return
  3. Documentation of Social Security or Individual Taxpayer ID Numbers for you, your spouse, and any dependents
  4. If you are a Marketplace Health Insurance participant, bring your 1095-A.
  5. Please bring A copy of last year’s federal and state returns if available
  6. Please bring a blank voided check to set up Direct Deposit
  7. If you pay for childcare, please bring the Total paid for childcare and the childcare provider’s tax ID number
  8. If you wish to claim a homebuyer’s credit, please bring a copy of your settlement statement
  9. If you are a renter, please bring a record of your rent payments, your landlord’s name, and your landlord’s address
  10. Proof of any real estate tax paid in the previous year
  11. If you are a student who is eligible for the educational tax credit, please bring your for ten ninety-eight T and your student account statement from your school.

 

If you are married filing jointly, both spouses must be present to sign the required forms To file taxes electronically

  • Wages, salaries, etc. (Form W-2), 
  • Interest Income (Form 1099-INT), 
  • Dividends Received (Form 1099-DIV), 
  • State Tax Refunds (Form 1099-G), 
  • Unemployment Benefits (Form 1099-G), 
  • IRA Distributions (Form 1099- R), 
  • Pension Income (Form 1099-R, RRB-1099, CSA-1099), 
  • Social Security Benefits (SSA-1099-B), 
  • Simple Capital Gain/Loss (Form 1099-B), 
  • Sale of Home (1099- S) limited, 
  • Self-employed Income (Form 1099-NEC or 1099-MISC)limited, 
  • Gambling Winnings (Form W-2G), 
  • Cancellation of Debt (Form 1099-C) limited, 
  • Health Savings Accounts (Form 1099-SA) limited, 
  • Itemized Deductions limited, Education Credits (Form 1098-T), 
  • Child Tax Credit, 
  • Earned Income Credit, 
  • Affordable Health Care Statements (Forms 1095-A, B or C), Prior Year and Amended Returns limited, 
  • Health Insurance Alternative Calculation limited

To Schedule an Appointment

Call 219-545-7234