2023 Oswego County Volunteer Income Tax Assistance (VITA)

(Program)

Offers free in-person tax preparation by IRS-certified volunteers for qualifying families.

Oswego County Offices/Fulton - Open January 31, 2023 - April 11, 2023
Tuesday, 4:30 PM - 7:30 PM
200 North 2nd Street, Fulton, NY 13069
Appointment required: 315-596-2551 (leave message with name and phone number)

SUNY Oswego - Open January 28, 2023 - April 1, 2023
Saturday, 10 AM - 4 PM
221 Rich Hall, SUNY Oswego campus, Oswego, NY 13126
Appointment required: 315-596-2551 (leave message with name and phone number)

Eligibility: Oswego County residents with a total household income of $60,000 or less who:
- Have income from wages, self-employment, and/or government benefits
- Investment income is less than $3,500
- Do not own rental property
- Did not declare bankruptcy in 2022
- Did not receive Military Pay
- If self-employed, did not have employees or inventory, did not deduct home as an expense, and did not have a business loss

Application Process: Walk-in

Required Documentation: - Picture ID for client (and spouse if filing jointly) - Social Security cards and birth dates for everyone being claimed - Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers - Interest and dividends statements from banks (Forms 1099) - Health insurance statements (Forms 1095 A, B, or C) - Federal and state returns from 2021, if available - Total paid to daycare provider and daycare provider's Tax ID # (provider's social security number or their business employer ID number) - Education credit (1098-T) and student loan interest deduction (1098-E), if applicable

Fees: None

Oswego County

State University of New York at Oswego
(Agency)

7060 State Route 104
Oswego NY 13126

Website: www.oswego.edu

Hours: Monday - Friday, 8 AM - 4:30 PM

Disabled: Fully Accessible