Vita Program for Adams County
Staff Involved: Joyce Lash and Chris Nelson

Problem:
It is important for low income families to maximize their income tax returns and take advantage of EITC credit and child tax credits. The cost of having a tax return prepared can create additional stress on family budgets.

Response:
Joyce Lash and Chris Nelson utilized resources available in the Adam’s County Extension office to organize and staff a VITA (Volunteer Income Tax Assistance) site. Two local volunteers completed the testing necessary to be certified by the IRS to prepare basic tax returns. Tax preparation appointments were scheduled by appointment from February through April of 2006.

Impact:
Volunteers completed 14 tax preparation appointments and filed 11 returns. $5,581 of Federal income taxes, child tax credits, and earned income tax credits were returned to area residents. $612 of state income tax funds were returned. The volunteers were pleased with their initial work for this project, developing a feel for the software and procedures followed to send electronic returns. Clients received information about making financial decisions that would decrease their tax liabilities. Adjustments to exemption claims at the workplace, the minimum time a child must live with a parent to qualify for the Child Tax Credit, and Iowa’s allowance for contributions to retirement accounts for low income individuals were education topics covered during the tax preparation sessions. Clients indicated appreciation for the volunteer service and the savings it provided them in preparation fees.

Future plans include offering the service again to residents of Adams County. Target groups will receive advance notification of the service. The Extension office will facilitate education opportunities to increase participation during the next filing season.

Contact:
Joyce Lash
Field Specialist, Family Resource Management
101 North Polk, Mount Ayr, Iowa  50854
Phone 641-464-3333;  Fax 641-464-3333
Email lash@iastate.edu