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 About Us

The Volunteer Income Tax Assistance (VITA) program offers FREE tax services to individuals that make $67,000 or less, to individuals with disabilities, to the elderly and to limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified Career and Technical Education (CTE) student and teacher volunteers from the United ISD VITA programs provide FREE basic income tax preparation services at United High School and J.B. Alexander High School for low to moderate income individuals and families starting late January.

The United ISD VITA program is under the management of the United Independent School District Coalition. This program is under the direction of the Career and Technical Education Department: Ms. Angelica Sanchez, CTE Director, Michele Lopez, Business and Community Partnership Coordinator and Ms. Adrianna Bautista and Elizabeth Rodriguez, VITA Project Coordinators.

 What To Bring

• Proof of identification
• Original Social Security Cards for you, your spouse and dependents, and/or a Social Security Number verification letter issued by the Social Security; Bring these even if you have done your taxes with VITA in the past.

Gross Income Forms

• Employer: W2
• Retirement Income: 1099-R / SSA-1099 / RRB-1099
• Investment Income: 1099-INT / 1099-DIV / 1099-B
• Self Employed: 1099-NEC / 1099-K / Personal Statements for Business Income / Expenses
• Other: 1099-G Unemployment Income / W-2G Gambling / 1099-C Cancellation of Debt
• Deduction (Adjustment / Credit Forms)
• IRA Contributions
• Penalty on Early Withdrawal (if not included in 1099-INT)
• Student Loan Interest Paid (1098-E)
• Mortgage Statement (1098)

Credit Forms

• Child Care Credit Tax Form
• Education Tuition Forms (1098-T)
• List of Required Expenses not included in the 1098T Box 1

Healthcare Forms

• 1095-A Marketplace Statement
• 1095-B Health Coverage
• 1095-C Employer Health Coverage

Direct Deposit Information

• Bank Name / Type of Account / Checking OR Savings
• Routing Number
• Account Number

Español

• Identification Valida Federal o de el Estado (Licensia de Manejar- Pasaporte Vigente) (Identification para Contribuyentes) Tarjeta de Seguro Social Original para todos en la declaracion de impuestos.
• ITIN Numero de Identificacion Personal del Contribuyente o contribuyentes

Ingresos

• Empleador: W2
• Ingresos de Retiro: 1099-R / SSA-1099 / RRB-1099
• Ingresos de Inversion: 1099-INT/ 1099-DIV / 1099-B
• Ingresos de Negocios Propios -Emprendedor: 1099-NEC / 1099-K / Estados de Cuenta de Ingresos / Gastos
• Ingresos Adicionales: 1099-G Unemployment Income / W-2G Gambling / 1099-C Cancellation of Debt
• Deducciones: (Ajustes a Ingresos/ Formas de Creditos)
• Contribuciones a Plan de Retiro Individual IRA
• Penalidad en Distribuciones antes de Tiempo (No incluido en forma 1099-INT)
• Interes Pagado en Prestamos Estudiantiles (1098-E)
• Estado de Cuenta de Interes Pagado de Hipoteca (1098)

Formas de Creditos

• Estado de Cuenta indicando gastos de Guarderia - Y el numero de indificacion tributaria del proveedor
• Estado de Cuenta indicando gastos de Educacion - Forma 1098T

Formas de Covertura Medica

• 1095-A Marketplace Statement
• 1095-B Health Coverage
• 1095-C Employer Health Coverage

Direct Deposit Information

• Bank Name / Type of Account / Checking OR Savings
• Routing Number
• Account Number

 Locations And Times

Alexander High School (Main Campus)

Tuesdays & Thursdays 4:30 PM to 8:00 PM

Adrianna Bautista, VITA Site Coordinator

(956) 473-5800

 

United High School (Main Campus)

Tuesdays & Thursdays 4:30 PM to 8:00 PM

Elizabeth Rodriguez, VITA Site Coordinator

(956) 473-5600

 

 FREE File Option: UISD Partnering with United Way and HR Block

 For General Questions & Information

VITA Program Coordinators Elizabeth Rodriguez & Adrianna Bautista

 956-473-5600 & 956-473-5800

 uisdvita@uisd.net

 www.uisd.net/vita

 @UISDCTE

 VITA Student Volunteer Opportunities

• IRS Tax Preparer Certification Earned
• Accounting & Finance Pathway & Skills
• For more information and VITA volunteer opportunities, contact your local high school

 Public Service Announcements

 Program Funding Made Possible By

UNDER THE MANAGEMENT OF UNITED INDEPENDENT SCHOOL DISTRICT COALITION