Volunteer Income Tax Assistance Program

Volunteer Income Tax Assistance (VITA) Program

Volunteer Income Tax Assistance (VITA) offers free tax help to low-moderate income individuals and families, including young adults, adults, senior citizens, persons with disabilities and those with limited English. The program provides a critical service for individuals and families with low to moderate income, many of whom are not aware that they qualify for programs that will provide a significant tax rebate (such as the Earned Income Tax Credit, Senior Tax Freeze), or don’t file at all and lose any refund that may be due to them.

This initiative is funded by the IRS and supports a unique partnership between Norwescap and the United Way of Northern New Jersey. Norwescap files over 3,000 tax returns annually, and together, we have helped put millions of dollars back into the hands of families.

To schedule an appointment with a VITA preparer in Sussex and Warren counties.

Click here to schedule online or 973-784-4900 ext. 2902 or Option 4

What you need to bring to your appointment:

• A photo ID and your social security card
• If you are filing jointly, you need to bring your spouse and their photo ID & social security card
• If you have dependents, you need to bring their social security card(s)
• Any W-2s or 1099s
• 1095-A or proof of health insurance
• A copy of last year’s taxes
• Any other income
• If applicable, total paid to day care provider and their tax ID number
• If applicable, PTR (Blue Book) and property tax information
• For direct deposit, proof of bank account number and routing number

What we cannot prepare:

• Active military income (but you can do this yourself at myfreetaxes.com!)
  Rental income (if you rent to someone else)
• Business income
• Farm income
• Form K1 with a loss
• Self-employed with a loss

You can also file your taxes for free online at: www.myfreetaxes.com

Become a VITA Volunteer

Norwescap partners with United Way of Northern New Jersey and the Internal Revenue Service for the Volunteer Income Tax Assistance (VITA) program, to provide free tax preparation to seniors, persons with disabilities and low-mid income community members. Norwescap VITA processes thousands of income tax returns each year, bringing millions of dollars back to residents of local communities. 

Volunteers are essential to achieving and expanding this vital service and meet the growing needs across the region. No experience is necessary! A free training program provides all the information needed to prepare both federal and state tax returns. 

Volunteers can also take online certification courses through the IRS. 

There are many opportunities available to get involved in the VITA tax season! 

• Greet clients and assist with necessary paperwork 
• Provide translation services 
• Schedule tax preparation appointments and other office tasks 
• Tax Preparer 
• Coordinate the VITA Site(s) 

To volunteer for RSVP or VITA, download our PDF Volunteer Application & Enrollment Form and email the completed form to Rochelle Ostenfeld, ostenfeldr@norwescap.org, or reach out to Rochelle today with any questions – Email or call: 973-784-4900.

Or, learn about more volunteering opportunities here:

Other Programs that can provide assistance