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 VITA Program 
Volunteer Income Tax Assistance Program

2023 tax preparation services
 

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In person appointments

Location:

Rehoboth Place II Apartments 

2650 W. Hazelwood Street

Phoenix, AZ 85017

Thrive Community Room 

(27th Avenue and Hazelwood)

February 3 - April 13, 2024

Thursday's 4 - 7 PM

Saturday's 9 AM - 12 Noon

Intake - Print, complete and bring to your appointment>

Information you need for the 2023 tax return:

  • Photo identification - taxpayer and spouse

  • Social Security Cards or ITIN documents for all members of the household

  • Proof of income - W-2 and 1099 Forms, self-employment records, and tips

  • Pensions Form 1099-R, Social Security Statement Form 1099-SSA, Sale of stocks & bonds Form 1099-B

  • Interest - Form 1099-INT and dividend statements from banks - 1099-DIV

  • Unemployment Statement (1099-G)

  • Other information - mortgage statement, medical expenses, receipts for property taxes, and charitable contributions

  • Affordable Care Act healthcare statement - Forms 1095-A

  • Total paid to daycare provider and their tax ID number

  • Other information - home interest, property taxes, medical expenses, and charitable contributions

  • Form 1098-T - tuition payment statement

  • Direct deposit information - account number and bank routing number

  • A copy of the 2022 tax return

  • For married filing joint, both spouses must be present

  • Form 1099-MISC, Arizona Families Tax Rebate

  • Any letter received from the IRS or the State of Arizona Department of Revenue

Did you earn between $64,000 and $79,000 in 2023?

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File for free with MyFree Taxes 

  • Self-file and get help when you need

  • Income limitation

Amended Returns and Prior Year Returns

Amended Returns (After May 2024) - You must have copies of the original return or transcript and all tax documents. To request a return transcript, visit https://www.irs.gov/individuals/get-transcript or call the IRS.

Prior Year Returns (2018 -2022) After May 2024 - You must have all tax documents for each year at your appointment. If you do not have all of your income documents you can request "Wage and Income Transcripts by calling the IRS or by going to https://www.irs.gov/individuals/get-transcript.

 

Rehoboth CDC partners with the IRS and volunteers to provide free tax preparation services for low and moderate-income, disabled, limited-English speakers, and senior individuals and families. Volunteers are IRS Tax Law certified and trained to provide the best quality tax preparation services.

Taxpayers interested in this service must earn less than $64,000 to be eligible. Other limitations apply. 

Rehoboth CDC is part of the Central Arizona VITA Network. 

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