Income Tax Preparation

What is VITA?
The Volunteer Income Tax Assistance Program helps income-eligible people file their federal and New York State tax returns for free, and claim the Earned Income Tax Credit.

If you worked in 2019 you may be eligible for the Earned Income Tax Credit - even if you are not required o file an income tax return!

Our IRS-certified volunteers can help you file your tax returns for free, and help you claim the refund that you are entitled to. That’s money you can use for a car, to save for a home, to get caught up on bills, or save for the future!

Locations

Where Can I Go?

Appointments are available from January 30 through April 14, 2020.  To schedule an appointment or get more information call 2-1-1 (or 1-888-696-9211).

United Way of Northern Chautauqua County, 626 Central Avenue, Dunkirk, NY
A handicap ramp is available in the back of the building, all others asked to park on Central Avenue

Saturdays
February 1, 8, 15, 22 & 29
March 21 and 28
April 4

Thursdays
January 30
February 6, 13, 20, & 27
March 5, 12, 19 & 26
April 2 & 9

Tuesday
April 14

SUNY Fredonia Technology Incubator, 214 Central Avenue, Dunkirk, Second Floor (there is an elevator)

Saturdays
February1, 8, 15, 22 7 29
March 7, 14, 21 & 28
April 4

Mondays
February 3, 10, 17 & 24
March 2, 9, 23 & 30
April 6

Thursdays
February6, 13, 20 & 27
March 5, 12, 19 & 26
April 2 & 9

Forestville Central School, High School Library, 4 Academy Street, Forestville
Saturday, March 14

Silver Creek Central School, High School Library, 1 Dickinson Street, Silver Creek
Saturday, March 7

Westfield YWCA, 58 S. Portage Street, Westfield
Monday & Thursday by appointment - Call 2-1-1.

VITA Scope of Service

What we can provide:

Will Prepare

  • Wages, salaries, etc. (Form W-2)
  • Interest Income (1099-INT)
  • Dividends Received (1099-DIV)
  • Unemployment Benefits (1099-G)
  • IRA Distributions (1099-R)
  • Pension Income ( 1099-R, RRB-1099, CSA-1099)
  • Social Security Benefits ( SSA-1099)
  • Simple Capital Gain/Loss ( 1099-B)
  • Self-employed Income (1099-MISC) limited
  • Gambling Winnings (W-2G)
  • Cancellation of Debt 1099-C)
  • Health Savings Accounts limited
  • Itemized Deductions limited
  • Education Credits (1098-T)
  • Child Tax Credit
  • Earned Income Credit
  • ACA Statements (1095-A, B or C)
  • 2016, 2015, 2014 prior year and amended limited

Will Not Prepare

  • Schedule C with loss, depreciation or inventory
  • Complicated Schedule D (capital gains/loss)
  • Form SS-5
  • Form 8606 (non-deductible IRA)
  • Form 8615 (minor’s investment income)
  • Form SS-8 (determination of worker status for purposes of federal employment)
  • Parts 4 & 5 of Form 8962 (Premium Tax Credits)
  • Form W-7 (application for ITIN)
What Should I Bring?
Residents who qualify should bring the following items with them to the site for tax preparation:

  • You must have Social Security cards and birth dates for you, your spouse, and dependent children
  • Valid photo identification
  • A copy of last year’s federal and state returns, if available
  • All wage and earning statements (Forms W-2, W2-G, 1099-R)
  • Interest and dividend statements from banks (Forms 1099-INT and 1099-DIV)
  • Unemployment benefits statements (Form 1099-G)
  • Health Insurance Statement (1095-A)
  • To claim the Child/Dependent Care credit, bring total paid for daycare provider and the daycare provider’s tax identifying number (Social Security number or the provider’s business Employer Identification Number) and provider’s address
  • If you wish to have your refund or a portion of it deposited directly into your savings or checking account, bring bank routing transit and account numbers
  • Form 8332 or similar document for non-custodial parent claiming child, if applicable
  • To file electronically on a ‘married filing jointly’ tax return, both spouses must be present to sign required forms
  • New Identity Theft Pin Number

What Is VITA?

The Volunteer Income Tax Assistance Program helps income-eligible people file their federal and New York State tax returns for free, and claim the Earned Income Tax Credit.

If you worked in 2019, but earned less than the income guidelines listed in this brochure, you may be eligible for the Earned Income Tax Credit — even if you are not required to file an income tax return!

Our IRS-certified volunteers can help you file your tax returns for free, and help you claim the refund that you are entitled to. That’s money you can use for a car, to save for a home, to get caught up on bills, or save for the future!

 

What is the Earned Income Tax Credit?

The Earned Income Tax Credit is a tax credit for people who work and earned $55,952 or less in the 2019 tax year (depending on filing status and number of dependents; see the income guidelines listed in this brochure). A tax credit generally puts more money back in your pocket because it reduces the amount of tax you owe.

 

Don’t Get a Refund Anticipation Loan (RAL)!

  • Stop borrowing money that already belongs to you!
  • Stop borrowing against your own tax refund!

RALs are extremely expensive: Loan fees typically range from $30-$90, completing tax forms costs from $100-300, and electronic filing generally costs $50.00.

A RAL could hurt your credit rating because the loan fee must be paid even if the IRS denies your refund or your refund is smaller than expected.

A RAL means you will have less money to help pay bills, take care of yourself and your children, and improve your financial situation.

At VITA sites tax returns can be prepared and filed for free. Your entire refund will go directly to you!

Do It Yourself
MyFreeTaxes.com is currently available for no cost to most tax filers. There will be an up-charge to file schedules C, D & E.
Why Should I Volunteer?
  1. No previous experience is required. Volunteers receive specialized training from certified VITA/TCE volunteers and can serve as greeters, reviewers or tax preparers.
  2. IRS provides free tax law training, e-file training and all the materials needed to prepare basic individual income tax returns.
  3. The hours are flexible. Volunteers are asked to serve an average of three to five hours per week from mid-January through the tax deadline, which is April 15 in 2019.
  4. Volunteer sites are generally located at community and neighborhood centers, libraries, schools and other convenient locations.
  5. Most VITA/TCE sites also offer free electronic filing of tax returns.

Last year more than 88,000 volunteers answered the call and made a difference by preparing more than 3 million tax returns for free at thousands of sites nationwide. Anyone can volunteer. It can be an exciting, educational and enjoyable experience. Think about becoming a volunteer and see what a difference it makes in your life as well as others.

Additional information about becoming a volunteer can be found at www.IRS.gov – or by sending an email to TaxVolunteer@irs.gov.

You can get additional information about the Chautauqua County VITA program by visitng volunteerwny.org