The IRS-certified BetterFi and Sewanee Volunteer Income Tax Assistance (VITA) Program will be processing and filing qualifying residents’ income taxes for its sixth year in a row. This year the students and volunteers are working with the University of the South, financial nonprofit BetterFi, and the South Cumberland Community Fund-sponsored South Cumberland Plateau VISTA Program.
Regular morning hours will be maintained at BetterFi in Coalmont on Monday and Wednesday 8:30 a.m.–noon. BetterFi is located in the old red brick Tower or Citizens State Bank building right near the junction (9933 State Route 56). Walk-ins are permitted, but BetterFi requests that folks planning to come to regular hours register ahead of time for an appointment through their website <betterfi.co/vita>. The VITA program will also host weekend tax sessions at partner sites. These are all first-come-first-served except at Franklin County Library, where individuals looking to file should sign up in advance at the library.
Any resident of Franklin, Grundy, or Marion county who makes less than $55,000 a year, is disabled, or is elderly qualifies for a free tax return.
Each resident interested in filing must bring proof of identification (a photo ID), social security cards (if filing jointly with another person then bring both social security cards and both individuals must be present), wage and earning statements (W-2, 1099, etc.), dividend and interest statements (if this applies to the resident filing), birth dates of the resident(s) and dependent(s), and banking account and routing numbers for direct deposit (found on a blank check).
If a resident filing does not have a social security card, then he/she must bring an IRS Individual Taxpayer Identification Number (ITIN) assignment letter.
If a filer cannot make any of the tax sessions or regular hours at BetterFi, they should email Sam Shaw at <firstname.lastname@example.org> to schedule an appointment that works for them.
Saturday, March 14, 10 a.m.–4 p.m., Franklin County Library 1546, 105 S. Porter St., Winchester.
Wednesday, March 25, 11:30 a.m.–2:30 p.m., McClurg Dining Hall, 375 University Ave., Sewanee.
Saturday, March 28, 10 a.m.–1 p.m., Sewanee Senior Center, 5 Ball Park Rd., Sewanee.
Saturday, April 11, 10 a.m.–4 p.m., Franklin County Library 1546, 105 S. Porter St., Winchester.