Tax Time Assistance
In early February Congress passed, and the President signed into
law, legislation to provide a boost to the sluggish economy. Beginning
in May, the Treasury began sending economic stimulus checks to
millions of Americans. In order to receive a stimulus check, however,
you must file a federal income tax return for 2007, even if you
are not otherwise required to file a return. You have until October
15, 2008 to file such a return in order to receive a stimulus
check.
Individuals can qualify for checks for as much as $600. Couples
can qualify for checks for as much as $1,200. Checks will be increased
by $300 for each qualifying child. You can get more information
on these checks at the Economic
Stimulus Payments Information Center on the IRS
website.
Please note if your annual income is less than $40,000, or if
you are over the age of 60, you may qualify for free tax assistance.
Volunteer Income Tax Assistance Program (VITA)
During tax season The IRS Volunteer Income Tax Assistance (VITA)
Program or the Tax Counseling for the Elderly (TCE) Program offer
free tax help if you qualify. If your annual income is less than
$40,000, you may qualify for assistance through the New York Volunteer
Income Tax Assistance Program (VITA). 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.
You should contact the site closest to you to determine if you
are eligible for their service. Because VITA sites in New York
can often change hours and locations, call 1-800-829-1040 for
current information on the site nearest you.
Tax Counseling for the Elderly (TCE)
– AARP Tax-Aide Program
If you are over age 60, you may also qualify for
assistance filing your income taxes through the AARP Tax-Aide
sites throughout New York (during tax season). The volunteers
there are trained to do more complex tax returns. You should contact
the AARP Tax-Aide site closest to you to determine if you are
eligible for their service.
Click
here to find a list of AARP sites in New York near you.
Items taxpayers need to bring
to the VITA/TCE Sites to have their 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.
If you need further assistance, please don’t hesitate to
send a detailed, signed and dated letter to my New
York City office. My staff and I stand ready to
assist you. Please make sure to include a completed, signed privacy
release.