Puzzled by the tax law or which credits and deductions to
take? Need assistance with your tax return?
You may want to visit a volunteer site. The IRS Volunteer Income
Tax Assistance Program or the Tax Counseling for the
Elderly Program offer free tax help, if you qualify.
Trained community volunteers can help you with special credits,
such as Earned Income Tax Credit, Child Tax Credit, and Credit
for the Elderly for which you may qualify. 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 if you have
your refund deposited directly into your bank account.
Volunteer Income Tax Assistance Program
The VITA
Program offers free tax help to low- to moderate-income 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.
Federal Hill House is part of a coalition made possible through
a grant from the United Way .
Items you
need to bring to the VITA/TCE Sites to have your tax returns
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
·
Birth dates
for you,
your spouse and dependents on the tax return
·
Current year’s tax package if you received one
·
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 day care provider and the day care 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.
Federal Hill
House Tax site will open from mid January 2010 to April 12th
2010. You can walk in or make an appointment, 421-4722.
Tax Law
Training we Need YOU!
Only
Certified VITA Tax Preparer volunteers may assist taxpayers
prepare and e-file their taxes. Becoming certified as Vita Tax
Preparer requires satisfactory completion of an open book test
each year. Annual certification is required
even if you are a Tax Professional. The purpose of the
open book test is to make sure you are familiar with filling tax
forms and can follow instructions; the passing grade is 80%
(note that this is different from the 70% of prior years) of the
multiple choice questions; if you do not pass a section, you can
take a retest.
Tax returns
prepared by VITA volunteers are considered self-prepared by the
taxpayer. VITA volunteers do not sign the tax returns as
individuals; the return includes the Site ID for statistical and
tracking purposes.
The Tax Law
Training teaches the basic concepts of income tax law and is
sufficient for preparing tax returns on paper.
Additional training is required to prepare taxes electronically.
The IRS training for VITA volunteers does not qualify a
volunteer to give tax advice or complete tax returns for
pay; different requirements apply for preparing tax returns for
pay. In addition, VITA volunteers prepare simple return.
IRS Tax Law Training options for VITA Tax Preparers
Retired and Senior Volunteer Program (RSVP) offers trainings to
help you pass the required test. Federal Hill House RSVP
volunteers are offering a year round Tax Club for training.
Meeting times are held every other Monday at the Federal Hill
house. Meetings include guest speakers and tax law
development. This is a great way to learn and be confident
about being a tax preparer!