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FOR IMMEDIATE RELEASE

FOR MORE INFORMATION, CONTACT
Fred Hagerman, CMO Marketing/Public Relations
Firstmark Credit Union
(210) 341-9602, ext. 10110

Free Volunteer Income Tax Assistance Available at Firstmark Credit Union VITA Volunteers Scheduled at Culebra and Southwest Military Branches

SAN ANTONIO, TX --- (February 2, 2015) – Firstmark Credit Union will host VITA (Volunteer Income Tax Assistance) to provide help completing 2014 tax returns. The free tax preparation is available to anyone with an income not to exceed $60,000 for the 2014 tax year (individually or jointly).

“Firstmark Credit Union is pleased to host the VITA program; we are committed to helping families make the most of their money,” said Leon Ewing, President/CEO. “Access to a trained volunteer can make sure important tax credits such as the Earned Income Tax Credit and the Child Tax Credit are claimed. These benefits can make a difference in supporting a family’s financial needs.”

“We are so happy to be partnering with Firstmark Credit Union,” said Sheila Anderson-Ruth, City of San Antonio, VITA Program Manager. “It is support from our community partners that help ensure we are able to reach and serve the people who need this help.”

The program will be offered at two Firstmark Credit Union branch locations on five dates.

VITA volunteers will be at the Culebra and Southwest Military branch locations during business hours from 9:00 a.m. to 5:00 p.m. Appointments are required and can be made online at firstmarkcu.org/VITA, in person by visiting any of our 14 branches, or by calling our Member Contact Center at (210) 442-0100.

Southwest Military Branch at 3401 SW Military Drive
Wednesday, February 18
Thursday, February 19
Friday, February 27

Culebra Branch at 7200 Culebra Road
Monday, February 23 T
hursday, February 26

More information is available at http://vitasa.org/.
During year 2013/2014 tax season, VITA completed more than 32,000 tax returns. Over $58,000,000 in refunds were returned to the San Antonio community.

What to bring?
Here is a list of items you need to bring to have your tax return(s) prepared:

  • Proof of identification – Picture ID
  • Social Security Cards for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration or
  • Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year’s federal and state returns if available
  • Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check
  • Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number) if appropriate
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.
  • *** If applicable, bring new healthcare tax forms 1095 A, 1095 B or 1095 C

About Firstmark Credit Union
Firstmark Credit Union provides financial services to anyone who lives, works, worships or attends school in Bexar County as well as education-related employees in Bexar County and the 11 surrounding counties; and their relatives. Established in 1932, the Credit Union serves as the city’s oldest state charters credit union with 14 locations serving more than 94,000 members and manages over $900 million in assets. For more information, go to firstmarkcu.org.