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  • County teams with United Way to offer free tax assistance

    Jan 28, 2020 | Read More News
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    FIie: tax prepSouthern Arizonans with an annual family income under $66,000 may take advantage of free tax-preparation assistance through the Voluntary Income Tax Assistance (VITA) program, a partnership between Pima County Community Services, Employment and Training (CSET) and the United Way of Tucson and Southern Arizona.

    Between Feb. 4 and Mar. 26 VITA clients may drop off their tax documents at designated County facilities around metro Tucson, following the schedule below. Returns arrive in about two weeks, sometimes faster, via secure email, or may be picked up at the United Way offices, 330 N. Commerce Park Loop, Suite 200.

    At each weekly VITA location a County staffers will coordinate a “valet” service, designed to allow busy people to have their tax documents and scanned and uploaded to a tax preparer via a secure server. The process runs about 30 minutes door-to-door for drop-in clients. People who make appointments in advance get through faster.

    Bonnie Bazata, who coordinates the VITA program for Pima County, praised the convenience of effort that allows some employees to get tax assistance right in their own building. VITA is available for County residents as well who can access through these eight County locations.

    “Taxes can be a headache and time-consuming and the Valet VITA program simplifies the process while providing the highest quality service – for free,” Bazata said. “It’s a collaboration across several departments, and we are pleased to bring this program to more County employees and County residents for a fourth year.”

    Clients must bring the following documents:
    1. Picture I.D. for  taxpayer and spouse.
    2. Social Security card for EACH family member

    3. Proof of income, (W2s, 1099s etc.)
    4. Account and routing numbers (for refund direct deposit)
    5. Documentation for deductible (e.g. home mortgage interest, real estate taxes)
    6. Forms 5498-SA and 1099-SA for Health Savings Accounts
    7. Form 1095A for Affordable Care Act.
    Both spouses must be present to sign the paperwork on joint filings.

    Eight County sites will host VITA sessions on a rotating schedule:
    • Feb. 4-6 - Pima County Housing Center • 801 W. Congress • Contact: Rachel Ramirez, 520-724-2480
    • Feb. 11-13 - Kino Veterans’ Workforce Center • 2801 E. Ajo Way • Contact: Olivia Durazo, 520-724-2646
    • Feb. 18-20 - Joel D. Valdez Main Library • 101 N. Stone Ave. • Contact: Ken Zambos, 520-594-5573
    • Feb. 25-27 - Kino Service Center • 2797 E. Ajo Way • Contact: Sara Lopez Mojarro, 520-724-4727
    • March 3-5 - Rio Nuevo Service Center • 340 N. Commerce Park Loop, Tortolita Building • Contact: Diana Garcia, 520-724-7608
    • Mar. 10-12 - Abrams Public Health Center • 3950 S. Country Club Rd., Room TBA • Contact: Monica Robinson, 520-724-2854
    • Mar. 17-19 - Nanini Library, 7300 N. Shannon Rd. • Contact: Sharon Yang-McNeil, 520-594-5365
    • Mar. 24-26 - Pima County Youth Employment Center • 340 N. Commerce Park Loop, Tortolita Bldg. Pantano Room • Contact: Sara Lopez Mojarro, 520-724-4727
    Program hours at each site will run 9 a.m. to 2 p.m. Tuesdays and Thursdays and Wednesdays, noon to 5 p.m. except for the Nanini Branch Library which plans a 10 a.m. to 3 p.m. schedule on Tuesdays and Thursdays.

    For general program questions, contact Bonnie Bazata, by email, or phone, 520-724-3704; for questions regarding the VITA site schedule phone 520-724-4727; and tax and eligibility questions should be directed to the United Way by phone, 520-903-9000 or online.