FREE TAX PREPARATION


UPDATE:
United Way of Greater Nashville has been monitoring conditions and staying current on all information related to the COVID-19 virus. At this time, to exercise an abundance of caution, we will close the VITA sites in Middle Tennessee effective March 16 and reevaluate potentially opening at a later date. Although we want to provide this valuable service to the community, the health and well-being of our strong VITA staff, partners and volunteers is our top priority. We believe closing the sites will be in the best interest for everyone, including our tax filers. We apologize for the inconvenience.

Visit www.unitedwayfilefree.com to self-file online if your household earned $66,000 or less in 2019.

SITES AND HOURS

Williamson County Public Library
1314 Columbia Ave.
Franklin, TN 37064

HOURS: Mon. 1pm-6pm; Wed. 1pm-6pm; Sat. 9am-12pm (Appointments preferred; walk-ins if time permits)
EXCEPTIONS: Free Tax Prep will be held at the Williamson County Enrichment Center on 2/22/20, 3/7/20 and 4/11/20.
INCLEMENT WEATHER POLICY: Site follows delayed openings/closings of Williamson County Library and/or Williamson County Parks and Recreation.

GraceWorks Ministries
104 Southeast Parkway
Franklin, TN  37064

HOURS: Tue. 9am-4pm; Thu 9am-4pm (Appointments preferred; walk-ins if time permits)
INCLEMENT WEATHER POLICY: GraceWorks follows the Williamson County School delays/closings.

Historic Triangle School (Fairview)
7120 Westview Drive
Fairview, TN 37062

HOURS: Tue. 3pm-7pm; Sat. 9am-1pm (Only on these Saturdays: 2/1/20, 2/29/20, 3/7/20, 3/21/20 and 4/4/20)
INCLEMENT WEATHER POLICY: Site may delay opening or close due to severe weather conditions.

FiftyForward – College Grove
8607 Horton Hwy
College Grove, TN 37046

HOURS: Thu. 8:30am-12:30pm (by appointment only)
INCLEMENT WEATHER POLICY: Site follows the Williamson County School delays/closings.

Spring Hill Public Library
144 Kedron Parkway
Spring Hill, TN 37174

HOURS: Tue. 9am-1pm (by appointment only)
INCLEMENT WEATHER POLICY: Please check the Spring Hill Public Library website or Facebook page for delays/closings.

Maury County Senior Center
1020 Maury County Park Drive
Columbia, TN 38401

HOURS: Wed. 8:30am-12:30pm (by appointment only)
INCLEMENT WEATHER POLICY: Site follows the Maury County School delays/closings.

Hickman County Public Library
120 West Swan Street
Centerville, TN 37033

HOURS: 9am-1pm (by appointment only)
DATES: Feb 8, Feb 22, Mar 14, Mar 28, Apr 11
INCLEMENT WEATHER POLICY: Please check the Hickman County Public Library Facebook page for delays/closings.

Marshall County Senior Citizens Center
230 College Street, Suite 140
Lewisburg, TN 37091

HOURS: Wed. 9am-4pm (by appointment only)
INCLEMENT WEATHER POLICY: Site follows delayed openings/closings of Marshall County Schools.

Robertson County Board of Education
800 M S Couts Blvd
Springfield, TN 37172

HOURS: Sat. 9am-1pm (by appointment only)
INCLEMENT WEATHER POLICY: Site may delay opening or close due to severe weather conditions.

Belmont University (For non-resident student and work visas only)
1900 Belmont Blvd
Nashville, TN 37212

HOURS: Wed. 5-7pm (MUST make appointment by calling (615) 830-7940)
INCLEMENT WEATHER POLICY: Site may close due to severe weather conditions.

For more locations in middle Tennessee, go to unitedwayfilefree.com or dial 211.


OUT OF SCOPE FOR VITA FREE TAX PREP PROGRAM
The following are out of scope for the VITA Free Tax Prep Program:

  • Business with loss
  • Expenses greater than $25,000
  • Depreciation
  • Actual auto expenses
  • Underpayment of estimated tax
  • Use of home for business
  • Rental income
  • Farm income
  • Inventory
  • Business with employees
  • Business required to issue 1099-Misc


In order to file your taxes at a VITA Free Tax Prep Program site, please make sure you have the following with you.

1. Original Social Security cards or ITINs for everyone on the return – NO exceptions.
The only other acceptable documents is the 1099-SSA. You may obtain a replacement Social Security card or 1099-SSA at ssa.gov.

2. Photo Identification for each spouse on the return.
Both spouses must be present if filing jointly. Married Filing Jointly is the most advantageous filing status with a few exceptions. If choosing Married Filing Separately, please bring your spouse’s Social Security number. You will not be able to file electronically without it which will significantly delay any refund. You will mail a paper copy of your return.

3. All W-2s. 1099s, and income documents.
These can include: Business Income, Social Security income, Retirement Income, Unemployment Interest, 1099-A, Dividends, Cash Income and Gambling Income. To obtain a Wage Transcript from the IRS because of missing W-2’s, go to irs.gov/transcript or call (800) 908-9946. Please make sure to request a non-redacted transcript.

4. Self-Employed and Contract Labor
If you are an on demand driver (Lyft, Uber, etc.), you will need documentation from your service, as well as income expense records. RideShareTaxHelp.com has free comprehensive tax resources including a downloadable tax guide, step-by-step instructions and calculators. Or you can use this worksheet.

5. Proof of Expenses
These can include: charitable donation receipts, 1098-T education expenses, child care and dependent care expenses. For taxpayers wishing to itemize, please use this worksheet.

6. Form 1095 – A
If you have health insurance through the Marketplace. To obtain your 1095-A, go to healthcare.gov or call (844) 644-5543.

7. Direct Deposit Information
For the refund to be deposited directly to your bank (the safest and fastest way), you will need the routing number and account number. This can be found on a check.

8. Previous Year’s Return
Last year’s returns are not required, but is helpful to have with you.