VITA SCHEDULING

You may qualify for free tax preparation through one of the United Way of Bradford County’s Volunteer Income Tax Assistance (VITA) sites if you meet any one of the following qualifications:
  • Your household income is $72,000 or less, or
  • You are disabled, or
  • You are veteran, or
  • You are Native American, or
  • You are over 50 years old, or
  • You speak limited English

Note there are situations the IRS has decreed we can’t assist with, please see the Limitations section further down the page.

All sites are by appointment only. To schedule an appointment at one of our nine locations, please use our online scheduling software or call the number below.

Online: https://VITAUWBC.as.me/

Phone: 570-485-5485

Please see the locations page for sites in your area. Note, sites are only open certain days and times. If the time/day is grayed out in the scheduler, this means that the time/day is not available. There are limited nights and Saturdays available at the Enterprise Center in Sayre or at Lackawanna College in Towanda. Additionally, the YMCA in Towanda has some Saturdays available for drop-offs.

Appointments may be made for Tax Preparation (one hour), Rent/Property Rebate (30 minutes), or by drop-off/pick-up (15 minutes each). Drop-offs are only available at the YMCA or at the United Way Headquarters in Towanda during limited times/days. Drop-offs, like other appointment types, require an appointment and additionally need a pick-up appointment scheduled two weeks after the drop off. If you need more than one year of taxes prepared, you will need to schedule multiple appointments.

Note that if you do not have all your tax paperwork, social security card, or state ID at the time of your appointment, you will need to reschedule for a later date. Please see the Required Documents section at the bottom of the page.
Please arrive 15 minutes early for your appointment in order to fill out the required paperwork.

LIMITATIONS

To comply with IRS guidelines, our preparers are unable to assist taxpayers whose returns have the following characteristics. You are, however, welcome to use our Do-it-yourself (DIY) software MyFree Taxes by United Way.

  • Taxpayers who are married, but are filing separately
  • Taxpayers who wish to claim solar installation tax credits
  • Taxpayers with income/loss from rental property
  • Taxpayers with foreign pensions
  • This is not a full list. Additional exceptions may apply based on IRS regulations from year to year.

OTHER LESS COMMON EXCEPTIONS CAN ALSO APPLY

Note too, that our volunteers are not certified to prepare tax returns for Active duty members of the military or US citizens working overseas.

REQUIRED DOCUMENTS

1. IRS Required to prevent Identity theft:

  • Social Security Card for each person listed on the tax return. 
    A document issued by the Social Security Administration containing at least the last four digits of the social security number will also suffice.  This includes the SSA-1099 provided at year end to individuals receiving social security benefits.
  • Picture ID for taxpayer (& spouse, if filing jointly)
    This can be a non-expired driver’s license or state ID card. Or it could be a current passport.

2. Proof of income like W2s and 1099s:

3. Documentation of expenses (if applicable)

4. If anyone in the household is insured through the marketplace

FORM 1095-A

5. If filing for the Property/Renter Tax Rebate Credit, and a renter: PA 1000 RC
completed by your landlord. If you are a property owner, please bring copies of
your school and property taxes.

PA 1000 RC

RECOMMENDED DOCUMENTS

1. Accounts and routing numbers, for direct deposit of refunds

2. Prior year tax return