CAPIC VITA Tax Preparation Program
Attention:
PROGRAM HOURS:
Fridays – 6:30pm – 9:00pm
Saturdays – 9:00am – 2:00pm
WHERE:
100 Everett Avenue, Unit 14, Chelsea, MA
No appointments are needed. This is a drop-off service only.
CONTACT:
Maria Uribe, VITA Coordinator
617-884-6130, ext. 1055 or
617-884-6130, & choose 5 for tax prep program
Federal tax deadline: April 17, 2024
Massachusetts tax deadline: April 17, 2024
REQUIRED DOCUMENTS:
REQUIRED DOCUMENTS:
- Valid Photo ID
- Social Security card or Individual Taxpayer ID Letter (ITIN) for you, your dependents and/or your spouse
- All 1099 forms – 1099G (unemployment), 1099R (pension payments), 1099INT (bank interest), 1099SSA (Social Security), 1099 NEU
- All W2 forms from all jobs for 2023
- Proof of health insurance (health insurance cards, 1099-HC, 1095-A, etc.) for taxpayer, spouse, and all dependents**
- Total child care expenses in 2023, and child care provider’s name, address, and Employer Identification Number (EIN) or SSN
- All 1098T forms (tuition payments), receipts for materials and books and bursar statement
- Total student loan interest paid (1098E)
- A copy of last year’s tax return
- Bank issued printed account and routing numbers for direct deposit of your tax refund (for both checking and savings account)
- Proof of ANY deductible out of pocket expenses (annual BWSC, 1098E, charitable receipts, etc.)
- Any mail from the Massachusetts Department of Revenue (DOR)
- Any mail from the IRS
**Taxpayers who have received or expect to receive health insurance credits need to bring proof of ALL household income.
Without all documents, we cannot complete your tax returns.
Free Tax Return Preparation for You by our Volunteer Income Tax Assistance Program
The IRS Volunteer Income Tax Assistance Program (VITA) Program offers 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, we 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.
*Qualifications: Certified volunteers sponsored by CAPIC receive training to help prepare basic tax returns and free tax help to low- to moderate-income (generally, $66,000 and below) people who cannot prepare their own tax returns. Rental Real Estate and Certain Self-Employed Small Business Transactions as well as ESOP transactions are not part of the training and cannot be prepared by volunteers.
For Income over $66,000 but less than $75,000 and/or Self-employed small business and any other transaction not covered in the VITA program, we have a Facilitated Self Assistance Program (FSA) available for taxpayers to come in and prepare their own returns with limited help to answer questions and guide taxpayers through the preparation process.
Due to the COVID-19 pandemic, CAPIC will not be hosting FSA this season and will refer taxpayers who want to prepare their own to the do it yourself services at GetYourRefund.org
Volunteer Income Tax Assistance Program
The VITA Program offers free tax help to low- to moderate-income (generally, $66,000 and below) people who cannot prepare their own tax returns. Certified volunteers sponsored by CAPIC receive training to help prepare basic tax returns in communities across the country. We also offer free electronic filing.
To participate in our program to file your 2020 or 2019 tax returns you have two options:
- (The Safest) – is to go to www.getyourrefund.org. Answer all question and follow the instructions to upload your tax documents.
- The Old Paper Form Drop Off. Paper intake and permission forms will be handed out through the door at CAPIC’s main office on Modays from 3 p.m. – 7 p.m. excluding Federal Holidays.
We apoligize as our Main office continues to be closed to the general public until forther notice.
Items to bring to the VITA/TCE site to have your tax return prepared
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
- 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
- Sef Emplyment or Independent Contractor income (Form 1099-NEC)
- Interest and dividend statements from banks (Forms 1099)
- A copy of last year’s federal and state returns if available (New clients only)
- 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)
- For MA returns: Annual rent paid (12 months), and proof of health insurance (Form 1099-HC).
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. Each year hundreds of thousands of returns are delayed in processing, or credit/deductions are disallowed because names and Social Security Numbers do not match Social Security Administration records. To prevent processing delays in paper returns and rejected electronically filed returns, volunteers check the accuracy of each Social Security Number, as well as the spelling of the name associated with the number. If you do not have an SSN for you or a dependent, you should complete Form SS-5, Social Security Number Application. This form should be submitted to the nearest Social Security Administration Office.
If you or your dependent is not eligible to get a Social Security Number, you may need an Individual Taxpayer Identification Number (ITIN). Unfortunately, CAPIC is not setup to assist taxpayers apply for or obtain an ITIN.
Payment options when using the e-file system
If you owe, you can make a payment (by April 15) by authorizing an electronic funds withdrawal (direct debit) from a checking or savings account, paying by credit (Discover Card®, American Express®, MasterCard® or VISA® Card), or by check or money order (payable to the United States Treasury) using Form 1040-V, Payment Voucher.