Free Tax Preparation is Available for Qualifying Lebanon County Households

 

Volunteer Income Tax Assistance (VITA)

Schedule your appointment now; spots are limited and filling up quickly! 

Lebanon County residents with a household income of $54,000 or less are eligible for free tax preparation services offered through the VITA program in Lebanon County at three different sites. IRS-certified trained volunteers will prepare taxes at no cost. Tax preparation sites this year are located at Lebanon Valley College, HACC Lebanon Campus, and Grace United Church of Christ. Appointments are required, so please call Lebanon Valley College at 717-867-6054 for appointments at LVC. All other appointments, call Community Action at 717-273-9328.

Taxpayers should bring the following items to their tax preparation appointments:

  • Valid driver’s license or photo ID

  • All W-2 forms

  • Social Security Card or Individual Tax Identification Number (ITIN) for all members in your family

  • Address and tax identification of any child care provider

  • Copy of last year’s tax return

  • All 1099 forms (if applicable)

  • Account numbers for electronic deposit of refund

  • Health insurance documentation

  • If filing jointly, your spouse must be present.

If you anticipate a refund and want direct deposit, bring your bank account number and bank routing number. If you want VITA to e-file your PA tax return, please bring any information you received for your PA tax return. While VITA can’t e-file a local return, they can prepare it and make a copy. Bring your local tax form with you.

For individuals who live outside of Lebanon County, visit https://irs.treasury.gov/freetaxprep/ to search for a VITA program near you.


Filing a Simple Return? Do it Yourself Only for Free with MyFreeTaxes. 

United Way has partnered with H&R Block on MyFreeTaxes.com. Any United Sates household filing a simple return can do so only for free! All you need to start filing is your W-2 form. If you have questions along the way, you can speak with IRS-Certified specialists (in English or Spanish) via chat or on the phone. Simple tax situations covered in MyFreeTaxes include:

  • W-2 income

  • Limited interest and dividend income reported on a 1099-INT or 1099-DIV

  • Student education expenses

  • Unemployment income

  • Student education credits

  • Student loan interest

  • Claiming the standard deduction

  • Earned Income Tax Credit (EITC)

  • Child tax credits

  • Child and dependent care expenses

 
While MyFreeTaxes includes most forms needed for simple returns, there are a few forms and/or tax situations that are not supported by the software. Please note this list is not exhaustive. If you need these forms, you may pay to upgrade to a different product; in most cases for a discounted fee. You can also visit the IRS' free file site to find a product that may meet your needs.
  • Form 1040NR U.S. Nonresident Alien Income Tax Return

  • Form 1040PR Self-Employment Tax Return, Puerto Rico

  • Form 1041 Income Tax Return for Estates and Trusts

  • Form 1065 U.S. Return of Partnership Income

  • Form 1098 Mortgage Interest Statement

  • Form 1098-C Vehicle Donation

  • Form 1098-MA Mortgage Assistance Payment

  • Form 1099-B Proceeds from Broker Transactions

  • Form 1099-C Cancellation of Debt

  • Form 1099-K Third-Party Payments

  • Form 1099-MISC Miscellaneous Income

  • Form 1099-Q Payments from Qualified Education Programs

  • Form 1099-QA Payments from Qualifie ABLE Accounts

  • Form 1099-S Proceeds from Real Estate Transactions

  • Form 1099-SA Distributions from HSA, Archer MSA, or Medicare Advantage MSA

  • Form 1116 Foreign Tax Credit

  • Form 1120 U.S. Corporation Income Tax Return

  • Form 1120S Income Tax Return for an S Corp

  • Form 2106 Employee Business Expenses

  • Form 2210-F Underpayment of Estimated Tax by Farmers and Fishermen

  • Form 2439 Undistributed Long-Term Capital Gains

  • Form 2555 Foreign Earned Income

  • Form 3903 Moving Expenses

  • Form 4137 Social Security Tax on Unreported Tips

  • Form 4562 Depreciation and Amortization

  • Form 4684 Casualties and Thefts

  • Form 4797 Sales of Business Property

  • Form 4835 Farm Rental Income and Expenses

  • Form 4952 Investment Interest Expense

  • Form 4972 Tax on Lump-Sum Distributions

  • Form 5329 Return for IRA and Retirement Plan Tax

  • Form 5405 Repayment of First-Time Homebuyer Credit

  • Form 5498-SA Health Savings Account

  • Form 5695 Residential Energy Credits

  • Form 6198 At-Risk Limitations

  • Form 6251 Alternative Minimum Tax

  • Form 8283 Noncash Charitable Contributions

  • Form 8396 Mortgage Interest Credit

  • Form 8582 Passive Activity Loss Limitations

  • Form 8801 Credit for Prior Year Minimum Tax-Individuals, Estates, and Trusts

  • Form 8814 Election for Child's Income

  • Form 8829 Expenses for Business Use of Your Home

  • Form 8839 Qualified Adoption Expenses

  • Form 8853 Archer MSAs and Long-Term Care Insurance Contracts

  • Form 8885 Health Coverage Tax Credit

  • Form 8889 Health Savings Accounts (HSAs)

  • Form 8936 Qualified Plug-In Electric Drive Motor Vehicle Credit

  • Form 8938, Statement of Foreign Financial Assets

  • Form 8949 Sales and Other Dispositions of Capital Assets

  • Form 8960 Net Investment Income Tax

  • Form 8962 Part IV Shared Allocation of Policy Amounts

  • Form 8995 Qualified Business Income Deduction, Simplified

  • Form 8995-A Qualified Business Income Deduction

  • Form 982 Reduction of Tax Attributes Due to Discharge of Indebtedness

  • Form W-2G Gambling Winnings

  • Schedule A Itemized Deductions

  • Schedule C Profit or Loss from Business

  • Schedule D Capital Gains and Losses

  • Schedule E Rents, Royalties, Partnerships, Etc.

  • Schedule F Profit or Loss from Farming

  • Schedule H Household Employment Taxes

  • Schedule K-1 Estate and Trust Income

  • Schedule K-1 Partnership and S Corporation Income

  • Schedule SE Self-Employment Tax

  • Worksheet: Sale of Home

  • Net operating loss carried forward from a year prior

  • IRAs inherited from someone other than a spouse

  • Box 15 with Schedule K-1 (Schedule K-1 is included, but if you have something in Box 15 that is not included)

Visit myfreetaxes.com for questions about the services and fees.