Appointments are scheduled on a first-come, first-served basis. IRS trained volunteers will prepare and file your return. You will schedule your appointment with United Way by calling 304-366-4550.

WHAT TO BRING

• Social Security card for you, your spouse and any dependents
• Photo ID for yourself and your spouse, if filing jointly
• Income and expense documentation (W-2, 1099-R, 1099-MISC, 1099-INT, 1099-DIV, 1099-G, SSA-1099, 1099-NEC, etc.) for 2024
• Copies of the previous year’s federal and state tax returns, if available
• Bank routing and account numbers for direct deposit (a voided check or document from your bank is acceptable)
• Form WV/SCTC-1, if you are eligible for the WV Homestead Credit or Senior Citizen Tax Credit
• Form 1095-A Health Insurance Marketplace Statement, if you have Marketplace Coverage
• Child Tax Credit Letter
• Any legal papers regarding custody or tax arrangements for dependents
• Any letters from IRS including Identity Protection PIN letter
• If you pay for daycare, bring a statement showing amount paid and providers information
• If you think it is a tax document, bring it. It is better to have it and not need it, than need it and not have it.

• Your spouse must be present to sign required forms if filing jointly.

OUT OF SCOPE RETURNS

Our tax preparers are certified to prepare a variety of tax returns, including Schedule Cs, itemized returns, and Schedule Ds. However, due to IRS regulations for VITA sites, we are unable to prepare tax returns with the following characteristics:

• Rental property income or expenses
• Minister tax returns with parsonage/housing allowance
• Taxpayers with dual citizenship
• Mortgage Assistance Payments (Form 1098-MA)
• Schedule C with:
  • Business use of home
  • Net losses
  • Expenses for employees or contract labor
  • Cost of goods sold (inventory)

This is not a comprehensive list; depending on the documentation provided at the time of your appointment, we cannot guarantee that we will be able to prepare and file your tax return.