United Way of Wapello County offers free tax preparation and filing services through the Volunteer Income Tax Assistance (VITA) Program to households making $62,000 or less annually.
Appointments will be available at multiple locations across Wapello, Jefferson, and Monroe counties through the end of March. A new site in Albia will also offer limited appointments starting February 25, 2025.
To ensure efficient service, individuals must bring the following printed documents:
Driver’s License or Government ID (for both spouses if married)
- Social Security Cards for everyone, including dependents
- Last year’s tax return
- W2s for all jobs
- Forms for Self-Employment/Cash Income (1099-NEC or 1099-MISC)
- Retirement Income documentation (1099-R)
- All other tax-related forms, such as Interest and Dividends (1099-INT or 1099-DIV), Social Security Retirement or SSDI (SSA-1099), Health Insurance Marketplace Statements (1095-A), Investment Statements, and Tuition Statements (1098-T)
- Bank account and routing numbers if requesting direct deposit
Please arrive 5-10 minutes early to complete a yellow intake form.
Appointment Locations and Times:
•Jefferson County: Fairfield Community Center, 209 S. Court, Fairfield, IA 52556
Wednesdays & Thursdays, February 12 – March 27, 2025
Appointments begin at 10:00 a.m.
•Wapello County: United Way of Wapello County, 224 E. 2nd St., Ste. 1, Ottumwa, IA 52501
Mondays – Wednesdays, January 27 – March 31, 2025
Appointments begin at 10:00 a.m.
•Monroe County (NEW SITE): 17 N Clinton St, Albia, IA 52531
Tuesdays starting February 25, 2025*
Appointments begin at 9:30 a.m.*
*Appointment days and times are dependent on demand.
For more information or to schedule your free tax appointment, call 641-682-1264.
The VITA Program, coordinated by United Way of Wapello County, is dedicated to providing free, high-quality tax assistance to community members to ensure accurate and timely filing.
