United Way SWLA VITA

Address

715 Ryan Street, Suite 202
Lake Charles, LA 70601

(337) 433-1088 x34

www.unitedwayswla.org

Date of Official Change:

January 14, 2015

AKA:

UWSWLA Community Impact

Description:

FREE INCOME TAX PREPARATION
VOLUNTEER INCOME TAX ASSISTANCE (VITA) SITE INFORMATION

Efile January 31, 2015

By Appointment Only
Monday-Friday 8:30am !€“ 4:00pm

Forms VITA Will Prepare:
_ Form 1040
o With Schedule A, B, CEZ, EIC & R
_ Form 1040A
o With Schedule 1, 2, 3 & EIC
_ Form 1040EZ
_ Form 1040 !€“ V
_ Form 1040 !€“ ES
_ Form 2441 (Child and Dependent Care Credit)
_ Form 8863 (Education Credits)
_ Form 8812 (Additional Child Tax Credit)

Will Not Prepare: (Please see a paid preparer)
_ Schedule C ( Loss from Business)
_ Complicated & Advanced Schedule D (Capital Gains and Losses)
_ Schedule E (Rents & Losses)
_ Form SS-5 (Request for Social Security Number)
_ Form 2106 (Employee Business Expenses)
_ Form 3903 (Moving)
_ Form 8606 (Non-deductible IRA)
_ Form 8615 (minor!€™s Investment Income)
_ Farm Income/Loss

Hours:

By Appointment Only
Monday-Friday 8:30am !€“ 4:00pm

Intake Process:

Please bring all available information, including:

*Photo ID (Required)
*Social Security card or Individual Taxpayer Identification Number (ITIN)
card or letter for your self and each person to be claimed on your tax return (Required)
*Birth dates for every person to be claimed on your tax return (Required)
*W2 or 1099 forms for all jobs held (Required)
*End of the year statements for other income you received (including bank interest, social security income, unemployment, gambling, etc.) (Required)
*End of the year retirement plan statements (401 (k), IRA, etc.) (Required)
*Child care provider name, address and tax ID number
*Record of expenses (child care, education, medical, dental, etc.)
*Homeowners Insurance Citizens Declaration
*For a faster refund, a blank check or deposit slip, with your account number and bank routing number

Program Fees:

None
(If families or individuals earn more than $60,000, there is a fee)

Languages:

English

Eligibility:

U. S. Citizen or Legal Permanent resident
Program targets low-moderate income families whose AGI is less than $52,427, but will not turn away based on income

Handicap Accessible?

Yes

Is Shelter?

No

Related Resource

Date of Official Change:

January 14, 2015

Wishlist:

N/A

Volunteer Opportunities:

N/A

Address Listings

Physical (Primary)

715 Ryan Street, Suite 202
Lake Charles, LA 70601

Mailing

715 Ryan Street, Suite 102
Lake Charles, LA 70601

Contacts

Monette Kilburn

Primary Contact

VITA Coordinator

(337) 433-1088 x32

Phone Numbers

VITA

(337) 433-1088 x34

Fax

(337) 433-3679

Legal Status:

United Way

Geography Served

    If a location is grayed out it means that only certain areas within it are covered. The areas with complete covereage are listed in black.

  • Louisiana
    • Calcasieu County
    Edit Service DetailsClick here to see this service (DT-8800.9300-930) and related services within the Service Tree.

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