Free Tax Preparation!

The Training Fund's 2023 Volunteer Income Tax Assistance (VITA) site for tax year 2022 begins offering free tax prep to students, union members, retirees and their families this month

The Campaign for Working Families, in partnership with District 1199C, offers e-file & paper returns (federal & state), direct deposit, FAFSA (Free Application for Federal Student Aid) and public benefits applications and access to fairly-priced financial products. This service allows families to maximize federal and state tax credits, including the Earned Income Tax Credit (EITC) during each tax season.

Where:
District 1199C Training & Upgrading Fund, Breslin Learning Center
100 South Broad Street, 10th Floor (between Sansom & Chestnut Streets)
Contact Number: (215) 568-2220 (Front Desk)

Schedule for On-site Tax Preparation: Walk-in & Drop off services (No Appointments)
Please check back in early January 2023 for the updated schedule.

Drop off Service (for those with no more than two W2s and up to three dependents):
Please bring the documentation listed below. If you drop off on a Wednesday, you can pick up the following Saturday. If you drop off on a Saturday, you can pick up the following Wednesday. The preparer will sit with you for review prior to final electronic filing.

What to Bring: (even if you were here last year) This is a MUST:
 ✓ Proof of Health Insurance (form 1095-A, 1095-B, or 1095-C)
 ✓ All forms, W2’s, 1099’s, 1098-T and lottery winnings
 ✓ Valid Photo Identification (MUST – NO COPIES)
 ✓ Original Social Security cards for yourself, spouse, and all dependents (MUST – NO COPIES)
 ✓ Information for all other income (i.e. unemployment, taxable miscellaneous income)
 ✓ Other documentation (i.e. union dues deductions, mortgage statements, real estate taxes, all interest & dividends, education loans)
 ✓ Child care information, including social security numbers or EIN number
 ✓ Checking and Savings accounts numbers (must have voided check or account card)
 ✓ A copy of last year’s tax return (if possible)

ITS FREE!
An IRS-certified trained volunteer will prepare and e-file to help you get all of your tax credits and refunds for free. You will receive one free copy of your 1040 and state tax backup forms upon completion. Call the Campaign for Working Families at (215) 454-6483 or visit www.cwfphilly.org if you have additional questions.

The Training Fund's VITA site is one of 20 operated throughout Philadelphia in partnership with the Campaign for Working Families (CWF). Local families earning $53,000 or less, or individuals earning $20,000 or less, were eligible to receive free tax assistance at CWF tax preparation sites in Philadelphia, or various other sites in the region, through the IRS-supported VITA program. Taxes were prepared by local, IRS-certified volunteers. To learn more about the Training Fund's financial services programming, including the Fund's VITA site, please click here.