Newsletter
Tax Assistance Programs
The IRS Volunteer Income Tax Assistance Program (VITA) and the Tax
Counseling for the Elderly (TCE) Programs offer free tax help for
taxpayers who qualify.
Trained community volunteers may help with special credits, such as
Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly
or the Disabled. In addition to free tax return preparation assistance,
most sites also offer free electronic filing (e-filing). Individuals
taking advantage of the e-file program will receive their refunds
in half the time compared to returns filed on paper – even faster
when tax refunds are deposited directly into one's bank account.
Volunteer Income Tax Assistance Program
The VITA Program offers free tax help to low- to moderate-income (generally,
$49,000 and below) people who cannot prepare their own tax returns.
Certified volunteers sponsored by various organizations receive training
to help prepare basic tax returns in communities across the country.
VITA sites are generally located at community and neighborhood centers,
libraries, schools, shopping malls, and other convenient locations.
Most locations also offer free electronic filing. To locate the nearest
VITA site, call 1-800-906-9887.
Tax Counseling for the Elderly
The TCE Program provides free tax help to people aged 60 and older.
Trained volunteers from non-profit organizations provide free tax
counseling and basic income tax return preparation for senior citizens.
Volunteers who provide tax counseling are often retired individuals
associated with non-profit organizations that receive grants from
the IRS.
As part of the IRS-sponsored TCE Program, AARP offers the Tax-Aide
counseling program at more than 7,000 sites nationwide during the
filing season. Trained and certified AARP Tax-Aide volunteer counselors
help people of low-to-middle income with special attention to those
ages 60 and older. For more information on TCE, call 1-800-829-1040.
To locate the nearest AARP Tax-Aide site, call 1-888-227-7669 or visit
www.aarp.org.
Military personnel and their families get free tax help!
The military also has a strong Volunteer Income Tax Assistance (VITA)
Program. The Armed Forces Tax Council (AFTC) consists of the tax program
coordinators for the Army, Air Force, Navy, Marine Corps, and Coast
Guard. The AFTC oversees the operation of the military tax programs
worldwide, and serves as the main conduit for outreach by the IRS
to military personnel and their families.
Airmen, soldiers, sailors, marines, guardsmen, and their families
worldwide receive free tax preparation assistance at offices within
their installations. These VITA sites provide free tax advice, tax
preparation, and assistance to military members and their families.
They are trained and equipped to address military specific tax issues,
such as combat zone tax benefits and the effect of the new Earned
Income Tax Credit (EITC) guidelines.
Most service members file their tax returns electronically at their
tax centers and, by selecting direct deposit, receive their refunds
in as little as one week. This combined effort ensures that service
members receive free tax assistance from well-trained and equipped
military tax preparers.
Items to bring to the VITA/TCE site to have your tax return
prepared:
Proof of identification
Social Security Cards for you, your spouse and dependents and/or a
Social Security Number verification letter issued by the Social Security
Administration
Individual Taxpayer Identification Number (ITIN) assignment letter
for you, your spouse and dependents
Proof of foreign status, if applying for an ITIN
Birth dates for you, your spouse and dependents on the tax return
Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
Interest and dividend statements from banks (Forms 1099)
A copy of last year's federal and state returns if available
Bank routing numbers and account numbers for Direct Deposit
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)
To file taxes electronically on a married-filing-joint tax return,
both spouses must be present to sign the required forms.
It is extremely important that each person use the correct Social
Security Number. The most accurate information is usually located
on your original Social Security card.
Information courtesy of www.irs.gov
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