Volunteer Income Tax Assistance program

Volunteer Income Tax Assistance

Free Tax Preparation

IRS-certified volunteers prepare eligible basic federal income-tax returns at no charge, helping Central Texas households avoid preparation fees and receive the credits and refunds for which they qualify.

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UWCT's regular 2026 VITA season has ended

UWCT currently lists First Heroes National Bank as continuing tax services through October 15, 2026. Call before traveling to confirm availability, eligibility, appointment requirements, and the location serving you.

First Heroes National Bank

Appointment line: 254-532-1026

Fort Hood location: T.J. Mills Boulevard. Visitors without installation access may need a day pass and should allow additional time.

What Is VITA?

Free basic tax-return preparation from trained volunteers

The IRS Volunteer Income Tax Assistance program generally serves people earning $70,244 or less, people with disabilities, and taxpayers who need language assistance. Tax Counseling for the Elderly services place special emphasis on taxpayers age 60 and older and retirement-related questions.

UWCT's local sites use IRS-certified volunteers and a quality-review process. VITA prepares basic returns within the program's training and scope; individual eligibility is confirmed during screening.

Choose Your Next Step

What kind of tax help do you need?

I WANT SOMEONE TO PREPARE IT

VITA Preparation

Review the current seasonal status, income guidance, return limitations, and required documents before requesting an appointment.

CHECK GENERAL ELIGIBILITY →

I WANT TO FILE ONLINE

Free Self-Filing Options

MyFreeTaxes and IRS Free File offer free online options for eligible taxpayers who are comfortable preparing their own returns.

EXPLORE ONLINE FILING →

I WANT TO VOLUNTEER

Join the VITA Team

Prepare returns, welcome clients, review completed returns, support site operations, or assist taxpayers who need interpretation.

VIEW VOLUNTEER ROLES →

General Screening Guidance

Could VITA prepare your return?

The following information helps with initial screening, but a VITA site must confirm whether your complete tax situation is within its authorized scope.

VITA MAY BE A FIT

Common qualifying situations

• Household income generally $70,244 or less

• Basic wage, retirement, unemployment, interest, education, and dependent information

• Single, married filing jointly, head of household, or qualifying surviving spouse status

• Limited self-employment situations that remain within local VITA scope

A PAID PROFESSIONAL MAY BE NEEDED

Examples outside local scope

• Rental-property or farm income

• Complicated or frequent capital-gain activity

• Cryptocurrency transactions

• A business loss, employees, depreciation, or business use of the home

• Self-employment expenses exceeding the local program limit

Important: Do not assume that income alone guarantees service. Bring or describe every income source and tax situation when completing the screening process.

Appointment Checklist

What to bring for tax preparation

Identification: Valid photo identification for each adult and Social Security cards, ITIN documents, or verification letters for you, your spouse, and every dependent.
Household information: Dates of birth for everyone listed on the return. When filing a joint return, both spouses generally must participate and sign.
Income documents: All W-2s and applicable 1099 forms, including retirement, unemployment, interest, dividends, contract work, gambling winnings, and other reportable income.
Health-insurance information: Form 1095-A is required when anyone on the return had Marketplace health coverage.
Education and dependent-care documents: Forms such as 1098-T and 1098-E, required-book or supply totals, and child-care provider name, address, tax-identification number, and amount paid.
Prior return and IRS information: The most recent federal return, IRS notices, and Identity Protection PINs when applicable.
Direct-deposit information: Accurate bank routing and account numbers, such as a voided check or official bank document, when requesting electronic deposit.

Prepare Before Your Appointment

Complete your records before arriving

Self-employed taxpayers should total all business income—including cash—and prepare an itemized expense list and mileage log before the appointment. Missing documents or incomplete records may prevent the return from being completed. Never send sensitive tax documents through ordinary, unsecured email unless specifically instructed through an approved secure process.

Free Online Filing

Prefer to prepare your own return?

UNITED WAY

MyFreeTaxes

MyFreeTaxes currently offers self-filing for households earning under $89,000 and online or in-person VITA preparation for eligible filers earning under $70,244. Supported tax situations differ by filing option.

VISIT MYFREETAXES

INTERNAL REVENUE SERVICE

IRS Free File

IRS Free File currently provides guided partner software for taxpayers with adjusted gross income of $89,000 or less. Free File Fillable Forms are available for any income level but provide limited guidance and calculations.

VISIT IRS FREE FILE

Already Filed?

Track your refund directly through the IRS

You will need your Social Security number or ITIN, filing status, tax year, and exact refund amount. The IRS says most electronically filed refunds are issued within about three weeks, although some returns take longer.

WHERE'S MY REFUND?

Volunteer With VITA

Help Central Texas families keep more of what they earn

How to become a United Way of Central Texas tax-preparation volunteer

Previous tax experience is not required for every role. UWCT provides training, resources, and support, while IRS certification is required for volunteers performing designated tax-preparation and quality-review duties.

CERTIFIED TAX PREPARER GREETER / INTAKE ADMINISTRATIVE SUPPORT QUALITY REVIEWER INTERPRETER
REGISTER TO VOLUNTEER EMAIL VITA@UWCT.ORG
1. Complete the volunteer registration form
2. Complete the required background-check process
3. Complete applicable IRS standards and certification modules
4. Attend UWCT VITA training
5. Select a site and begin serving taxpayers
United Way of Central Texas VITA video

VITA IN CENTRAL TEXAS

See how free tax preparation supports working families

WATCH THE VIDEO

2026 regular-season locations archive

The February 2-April 15 locations are no longer presented as open sites. The archived flyer remains available for program records and partner reference.

DOWNLOAD 2026 LOCATIONS ARCHIVE

Frequently Asked Questions

Before using VITA

Is UWCT currently accepting regular VITA appointments?

No. UWCT's regular 2026 season ended April 15. UWCT currently lists First Heroes National Bank as continuing tax services through October 15, 2026. Call 254-532-1026 before traveling.

Does earning $70,244 or less guarantee that VITA can prepare my return?

No. Income is one screening factor. Filing status, income sources, self-employment details, rental property, investments, cryptocurrency, farm income, and other complexities can affect eligibility.

Can VITA prepare a prior-year or amended return?

The current UWCT program information says it may prepare certain prior-year and amended returns within a three-year period, subject to appointment availability, documentation, and program scope. Confirm this when scheduling.

Can I file jointly without my spouse present?

Both spouses generally must participate and sign a joint return. Ask the site about approved alternatives when a spouse cannot be present.

How quickly will I receive a refund?

The IRS says electronically filed refunds are typically issued within about three weeks, but errors, identity-verification needs, credit reviews, or other issues can cause delays. Do not spend or commit a refund before it is received.

Are VITA volunteers trained and certified?

Yes. Volunteers performing tax-preparation and designated review duties complete applicable IRS training and certification. Returns receive a quality review before filing.

Who should I contact with UWCT VITA questions?

Call United Way of Central Texas at 254-778-8616 or email VITA@uwct.org.

Free tax help can strengthen an entire household

Review current tax-help availability, prepare your documents, explore free online filing, or volunteer your time to help Central Texas families keep more of what they earn.

CURRENT TAX HELP VOLUNTEER WITH VITA