Volunteer Income Tax Assistance

 

 

Happy Refund DudeThe credit union is offering FREE Federal & State Income Tax preparation and electronic filing for taxpayers that made less than $53,000.00 in 2014 (certain restrictions apply).  This service is offered by three credit union volunteers that have trained and certified through the VITA (Volunteer Income Tax Assistance) program and the IRS.

Call the credit union to schedule an appointment (412-922-4800).

Print and complete the enclosed Intake/Interview & Quality Review Sheet (Form 13614-C link below) as required through the program to save time.  Please take note of the items that you need to bring with you when you come for your scheduled appointment (Picture ID for Taxpayer and Spouse), Social Security Cards for ALL persons being claimed on your tax return, All tax forms such as W-2, 1099 and 1098 Forms.

If you want to have direct deposit of your refund, you will need to bring your checkbook so that we can properly obtain your account information.

We are certified for Basic and Advance Levels of tax preparation.  We cannot do every return.  We do not do returns that involve ministry pay, military pay, rental income, self employment that experienced a loss for the year or that carries inventory, & Health Savings Accounts.  There may be other returns that are outside of our experience and ability.

Form 13614-C  Click to complete the Intake/Interview & Quality Review Sheet required for preparation of your tax return.  Print and bring with you to your scheduled appointment.