2026 VITA Appointments Open January 15
FREE TAX RETURN PREPARATION FOR YOU BY VOLUNTEERS
What is VITA?
The Volunteer Income Tax Assistance (VITA) Program provides free income tax return preparation to hard-working taxpayers earning up to $69,000 annually per household. VITA helps working families take advantage of all of the tax credits they are eligible for including the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), and education credits. IRS Certified volunteers from the community help prepare basic, current-year tax returns for eligible taxpayers free of charge.
ELIGIBLE CLIENTS
We CAN serve you if:
- You are a Martin County resident
- Your household income is under the $69,000 threshold
- You do NOT wish to claim any hurricane damage
To make an appointment:
Please call the United Way office at 772-283-4800 starting January 15 to schedule your appointment. All appointments will take place Monday, Tuesday, and Wednesday evenings from 5:30 pm to 7 pm by appointment ONLY at the United Way office (10 SE Central Parkway, Suite 101, Stuart).
The following items are needed to prepare your tax return:
- Proof of identification (photo ID or driver’s license)
- Proof of residency (utility bill, lease agreement, etc.)
- Social Security cards for individuals included on the return
- Form W-2, 1099-R,1099-Misc and all forms received
- Forms 1099 - Interest and dividend statements from banks
- Forms 1095-A, Affordable Health Care Statement
- Form 1098T if claiming tuition paid plus tuition payment information from the college or university
- A copy of last year’s federal return
- Self-employed? List of expenses cannot exceed $10,000.00
- Bank information for direct deposit or payment
- If filing jointly, both party signers must be present
- Child care costs - bring form with EIN/SSN, name, address and cost paid
INELIGIBLE CLIENTS
We CANNOT serve you if:
- You are NOT a Martin County resident
- Your household income is over the $69,000 threshold
- You wish to claim hurricane damage
- You are trying to file another state’s taxes
- You're filing a company/business return
Other Free Tax Services:
If you are NOT eligible for the United Way of Martin County’s VITA program, you may be eligible for one of the following free programs:
- AARP: Appointments must be made in person from 10:30 am – 12:30 pm at the following locations and dates.
- Robert Morgade Library in Stuart: 772-419-6930
- Thursday, January 22
- Saturday, January 24
- Monday, January 26
- Hoke Library in Jensen Beach: 772-419-6931
- Tuesday, January 27
- Wednesday, January 28
- Robert Morgade Library in Stuart: 772-419-6930
- Out of County: If you reside outside Martin County, please contact one of the following:
- St. Lucie/Okeechobee UW: 772-464-5300
- Indian River UW: 772-567-8900
- Palm Beach UW: 561-375-6600
- My Free Taxes: Visit MyFreeTaxes.com to file taxes for free on your own (online ONLY)
- Self-File: Available for individuals earning up to $89,000 annually
- Assisted Tax Prep: Available for individuals earning up to $69,000 annually
For more information about or to make an appointment for the VITA program, please call 772-283-4800 or email kstacey@unitedwaymartin.org.
