VITA at UNC Charlotte | Niner Finances

Have your Taxes Prepared

Members of the UNC Charlotte community who make $68,000 or less are invited to have their taxes prepared for free through the Volunteer Income Tax Assistance (VITA) program (refer to the link for in-scope services VITA provides) at UNC Charlotte. Appointments are first come, first served.

Are you a UNC Charlotte community member who is considered an international student on an F, J, M, or Q Visa or a Teacher or trainee on a J Visa?

International Students and Scholars, ONLY*

We have an exciting opportunity to host an International Student Tax Party on the main campus, where you will receive guided support for your free tax preparation. Deadline to signup: 5pm March 25th

Two opportunities exist:

March 30th, starting at 9 am
March 30th, starting at 1 pm

*Click the hyperlinked header to sign up for the March 30th event exclusive to International students and scholars. A confirmation email will be sent detailing the specific location on the main campus after sign-up.

Are you a UNC Charlotte Community: U.S. Citizens & residents?

US Citizens and Residents, ONLY** :

Friday, February 20, 2026 10am - 3pm
Friday, February 27, 2026 10am - 3pm
Wednesday, March 4, 2026 10am - 2pm
Friday, March 6, 2026 10am - 3pm
Wednesday, March 18, 2026 10am -2pm
Friday, March 27, 2025, 10am - 3pm
Wednesday, April 1, 2026 10am - 2pm
Friday, April 3, 2026 10am - 3pm **final date
**Signup using the hyperlinked "US Citizens and Residents, Only" header

New this year...Tax Party : Monday, March 30, 2025 5pm - 8pm *this is a special opportunity for you to learn to prepare your own taxes. Everyone must arrive by 5pm and it will end when you have finished your return. Volunteers will be available until 730pm. Sign up for this opportunity here.

To participate, you need to bring the following ***:

***(International Students & Scholars see sign-up linked above for additional required documents)

Proof of identification (see link for valid photo ID examples) (Physical item required)
Social Security cards for you, your spouse, and dependents *if you are married, both taxpayers must be present. (Physical item required)
Birth dates for you, your spouse, and dependents on the tax return
Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
- Students should ensure they have their 1098-T as well
- Students should also discuss with their parents whether they will claim them on their tax return. Students can still have their taxes prepared if they will be claimed on their parents return, however, this is very important.
Interest and dividend statements from banks (Forms 1099)
Forms 1095-A, B, and C, Health Coverage Statements (or Health Insurance Exemption Certificate)
A copy of last year’s federal and state returns, if available
Proof of bank account routing and account numbers for direct deposit, such as a blank check
To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number

Have Questions? volunteer-taxhelp@charlotte.edu

Volunteer Opportunity

VITA only works with the support of student and community volunteers. Please sign up to volunteer here: here.

n order to volunteer, you need to pass the certification exams at: Link & Learn page. If you did not attend our training in January, please contact Nicole Benford for guidance on self study options.

The minimum requirements to volunteer are that you pass the:

2025 Volunteer Standards of Conduct Exam
2025 Intake/Interview and Quality Review Exam
2025 Advanced Exam (volunteers with only the Basic exam last year did not have an opportunity to prepare taxes as most requests required Advanced Certification)

If interested, please consider completing the Foreign Student Exam as well to support our International Students on March 30th. .