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2021 VITA Tax Preparation for Tax Year 2020

FREE Tax Preparation for Monroe County Residents with a Household Income Under $57,000 in 2020

Due to COVID-19 and social distancing guidelines, Volunteer Income Tax Preparation (VITA) tax preparation is very different from prior years.  Availability may be limited and there may be a waiting period, but we will do our best to help as many taxpayers as quickly as we can.  Our IRS certified VITA volunteers are ready to help!

Below are the options for getting your taxes filed with the assistance of our VITA volunteers, for those with a household income less than $57,000.  VITA volunteers are prepared to complete simple federal tax returns, including identifying available credits.


Get Your Refund is PC and Mobile Friendly

United Way of Collier and the Keys has teamed up with Get Your Refund to help you file your taxes online from the safety and security of your own home.  VITA volunteers will help you prepare and file your taxes with communication throughout the process.  The process can be completed from your smart phone or computer.

Go to the UWCK personalized 'Get Started Now' link, below, and follow these 4 easy steps.  You will:
  • be asked a series of questions
  • upload your tax documents
  • schedule a call with a certified IRS preparer to finalize you taxes
  • submit your return

Get started now.

Questions?  Contact Loretta by email or at 305-563-1470.  

Secure Document Drop off in Marathon

UPS Logo and the History Behind the Business | LogoMyWayThe UPS Store in Marathon, 5409 Overseas Hwy, will make copies of tax documents (at 20 cents/page) and place the copies into an individual, sealed envelope in our private mailbox. There is also a document that will need the signatures of all taxpayers.  Our VITA Coordinator will pick the envelopes up weekly and contact you by phone or email to complete your taxes and file them electronically.

Items to bring to the UPS store:

  • Each person who will be filing taxes (husband, wife, partner, etc) 
  • ID for everyone
  • Social Security Card or ITIN for everyone
  • All tax documents,
    • unemployment information
    • W-2s
    • 1099s
    • interest statments
    • anything else you have received for your taxes

 Questions?  Contact Loretta by email or at 305-563-1470.  

Prepare your own taxes safely, conveniently and FREE online at MyFreeTaxes.com

Available in multiple languages, MyFreeTaxes is a free program for qualified taxpayers who want to complete their own taxes.  United Way partners with industry leader H&R Block to help people easily and accurately file both their federal and state taxes through MyFreeTaxes. Every household with a total income of less than $57,000 and a simple return can file their state and federal returns through MyFreeTaxes.com, which links to a secure H&R Block website, making it easy to complete their taxes for free from home, at work or on mobile devices, in less than an hour.  More complex returns can be filed through the site as well, for a fee. 
 

 

 

 

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