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Saturday, November 23, 2024

Town of Westport: VITA/IRS Volunteer Tax Assistance Program Offered in Westport

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Town of Westport issued the following announcement on March 23.

The Town of Westport Department of Human  Services is currently offering the no cost, full-service VITA/IRS  Volunteer Tax Assistance Program, with special attention to seniors and  low to moderate income households, via on-site personal counseling by  appointment at Town Hall or Westport’s Center for Senior Activities or  virtually through a secure internet site.

On-site counseling at Town Hall will be available on Mondays from 1-6pm and at Westport’s Center for Senior Activities on Wednesdays from 9am- 4pm and Thursdays 12:30 pm – 4:30 pm ending April 15, 2022.  Appointments are required and can be made by  calling 860-590-8910.  The virtual option can be accessed via https://simplifyct.org .

The free Tax Assistance Program is the nation’s largest, free  volunteer-run tax assistance and preparation service and is available to  all individual filers regardless of income or age.  During the last  full tax season across the nation some 65,000 IRS-certified volunteers  provided this service at more than 9,000 sites.  Some three and a half  million taxpayer returns were prepared and filed via this service  throughout the country.  In Connecticut about 52,000 federal returns  were processed, in addition to an equal number of State returns and many  amended filings from prior years.  

More than 5,000 of these returns were prepared and filed – almost all  electronically - by the counselor group that services the Town of  Westport. Federal refunds totaling $4,500,000 were received by these  clients, more than 80% of which were from tax credits such as for  education and earned income.

Before starting either the on-site or virtual filings taxpayers must have the following types of information available:

Identity Documentation

 

- Government Issued Photo ID.

- Social Security or ITIN numbers for all taxpayers and dependents.

- Bank account/routing numbers (blank check preferable), if expecting a refund.

 

All 2021 income report forms received

 

- SSA1099 if you were paid Social Security benefits. 

- W-2(s) from your employer(s).

- W-2G from gambling winnings.

- 1099G from unemployment compensation payments. 

- 1099s: Bank interest, stock dividends, retirement distributions, broker statements.

Other Important Documents    

  • If itemizing deductions, receipts for expenses such as taxes  paid (real estate, vehicle) and charitable contributions; and  verification of the original purchase price of sold assets (home,  stocks).
  •     
  • Form 1095-A if health insurance was from the Access Health Connecticut Marketplace.
  •     
  • Verification if applicable, including notices from the IRS, of stimulus payments and/or advanced Child Tax Credits received. 
And preferably, for Reference, A Copy of last year’s (TY 2020) Return

Many of the same IRS-Certified volunteers who have been serving the  Town of Westport’s sties for years will be available to prepare taxpayer  returns; Westport Human Services and the Center for Senior Activities  are pleased to again partner with these IRS-certified preparers to offer  this valuable service to the community. 

Original source can be found here.

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