Tax Preparation

Free tax preparation accessible from January 31 | group

Voluntary Income Tax Assistance (VITA) will again be available free of charge to low- to middle-income individuals of all ages in the Winona area. VITA, a national program of the IRS and Minnesota Department of Treasury, is sponsored locally by Catholic charities in southern Minnesota and a large group of dedicated volunteers who serve as greeters, appointment keepers, and tax preparers. The space was kindly provided by Winona Volunteer Services, the City of St. Charles and La Crescent Public Library.

VITA is available to individuals who meet the established income limits for adjusted gross income plus untaxed capital gains:

– Dependents (student working but dependent on parents) – $28,000

– Single (no dependents) – $38,000

– Family of two (married couple or single with one dependent) – $48,000

– Family of three or more people – $58,000

Preparers are unable to assist farmers, rental property owners, business owners who maintain inventory or have expenses greater than $5,000, members of the clergy, or taxpayers with more than six stock transactions.

Preparations and procedures are in place to provide maximum security for clients and volunteers due to COVID-19. Masks must be worn on the premises. Customer interaction takes place at a station equipped with a clear barrier to separate customers and volunteers and an air purification system. Further instructions will be given when making the appointment.

In Winona, VITA will be located at the corner of Second Street and Laird Street adjacent to Winona Volunteer Services. From January 31st to April 13th, appointments are available on the following days and times:

• Mondays — 4-7pm

• Tuesdays and Wednesdays — 8:30am-11:30am and 12:30pm-3:30pm

• Saturdays, 9:00 a.m. to 12:00 p.m.

In St. Charles, the location is at the Senior Center, 830 Whitewater Avenue. Dates are February 3rd to April 14th. The first and third Thursday is from 4:00 p.m. to 7:00 p.m., the second and fourth Thursday from 1:00 p.m. to 4:00 p.m

New opening times will be available at the public library in La Crescent this year. Four Friday sessions on February 11, 18, 25 and March 4 from 9am to 12pm can be arranged.

Walk-in appointments are not available this year; You need to plan a time slot.

Appointments are made on a first come, first serve basis. Beginning January 24, you can call 507-474-7202 to make an appointment. The phone is manned Monday through Friday from 9:00 a.m. to 3:00 p.m Please only call during this time.

For more information, including a list of what to bring to an appointment, visit the Catholic Charities website at www.ccsomn.org or call 507-474-7202 beginning January 24th.

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