There are a number of programs that offer preparation and/or help, depending on your circumstances. If you earn less than $39,000, for example, you can use one of the more than 12,000 IRS Volunteer Income Tax Assistance (VITA) sites. To find the site nearest you, call 1.800.829.1040.
If you are over the age of 60, you can get free help through the IRS Tax Counseling for the Elderly (TCE) Program. To locate the site nearest you, call 1.800.829.1040. You can also utilize the AARP partnership with IRS for the AARP Tax-Aide program by calling 1.888.227.7669 or searching the AARP site.
Some of the sites require appointments in advance, so it’s always a good idea to call ahead. On the day of your appointment, you’ll need to bring the following items:
- Photo ID
- Valid Social Security numbers for yourself, spouse and any dependents
- Birth dates for yourself, spouse and any dependents
- Tax forms received including forms W-2, W-2G, 1099-R, 1099-MISC, 1098, 1099-INT and 1099-DIV
- Your Social Security statement, if you received Social Security
- A copy of last year’s federal and state returns
- Banking information for direct deposit or electronic payment
- Detailed information for any expenses claimed, including mortgage, real estate taxes, child care, and medical expenses
i made under 25,000 & i’m 54 yrs old. Living at an S.R.O. Program through S.O.M.E. THANK YOU for any asistences