The Volunteer Income Tax Assistance (VITA) program will again be available for Sun Lakes residents. It will be open on Fridays from 9:00 a.m. to noon starting February 1, 2019. The site has moved to a new location that provides more space, needed equipment and plenty of parking. The Chandler Gilbert Community College is allowing us to use their CGCC Sun Lakes Center located at 25105 S. Alma School Road (northeast corner of Alma School and Riggs Roads).
Appointments for tax preparation are available by visiting in person the Administration Services counter at the Sun Lakes Country Club or by calling 480-895-9270, Ext. 111. The appointment times will be 9:00 a.m., 10:00 a.m., 11:00 a.m. or noon. Walk-ins will be offered on a limited basis as available.
Both federal and state returns are filed electronically, and both spouses must be present to sign the completed return for married filing jointly.
Bring the following documents with you when you come to the tax site: picture ID, Form SSA-1099 Social Security Benefit Statement (or Social Security card), proof of all incomes such as 1099-R forms, W-2 forms, interest and dividend 1099 forms, self-employment records, etc. Also bring your prior year tax returns for both federal and state. If you would like any refund to be directly deposited to your bank account, bring a blank check so we may accurately get your bank routing number and your account number.
We DO NOT prepare tax forms that include house/home rentals, married filing separately, non-deductible IRAs, nor casualty and theft losses.
If you have any questions, please call Connie Alvarado at 480-926-7625.