Sun Lakes VITA

The Volunteer Income Tax Assistance (VITA) program will again be available for Sun Lakes residents. It will be open on Fridays starting Feb. 4.

Appointments are available by visiting in person the Administrative Services counter at the Sun Lakes Country Club located at 25601 N. Sun Lakes Blvd., south of Riggs Road. Appointment times will be 9 a.m., 10 a.m., 11 a.m., and noon. Preparation will be at Chandler Gilbert Community College located at 25105 S. Alma School Road (northeast corner at Riggs Road).

Both federal and state returns are filed electronically, and both spouses must be present to sign their return if they are married filing jointly.

We do not prepare returns that include house/home rentals, married filing separately, non-deductible IRAs, or casualty and theft losses.

Bring the following when you come to the appointment: 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 federal and state. If you want a direct deposit to your bank of any refund, bring a blank check.

If you have any questions, call Russ Puckett at 480-883-7276.