Tax Preparation

Free earnings tax preparation with the AARP/VITA/IRS Volunteer program is as soon as once more, now out there on the New Canaan Library, and nearly via a safe web web site.

Free income tax preparation with the AARP/VITA/IRS Volunteer Tax Assistance Program is once again, now available through the New Canaan Library.

The library has announced that the free, full service AARP/VITA/IRS Volunteer Tax Assistance Program is once again, now available to the community via both on site counsel personaling at the library, and virtually through a secure internet website.

A virtual option is also available, and can be accessed via simplifyct.org/.

The service is open to all individuals, with special attention to senior citizens, and low to moderate income households.

The library is pleased to partner in this important service by hosting the tax preparation volunteers, and facilitating their work.

The on site preparation in the library’s Lamb Room is available on Mondays from 2 to 7 pm through Friday, April 15.

The preparation began on Monday, Jan. 24.

Appointments are required, and can only be made by calling the phone line for appointments at 860-590-8910.

The library cannot book appointments.

The phone line will began taking appointments on Monday, Jan. 10.

Before starting either the onsite, or virtual filings, taxpayers must have the following types of information available:

Identity Documentation

– Government Issued Photo ID, identification,

– Social Security, or ITIN, for all taxpayers, and dependents,

– Bank account/routing numbers, blank check preferable, if the taxpayers are expecting a refund,

All 2021 income report forms received,

– SSA1099 if the taxpayers were paid Social Security benefits,

– W-2(s) from the taxpayers’ employer(s),

– W-2G from gambling winnings,

– 1099G from unemployment compensation payments,

– 1099s: Bank interest, stock dividends, retirement distributions, and 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, like a home, or stocks,

– Form 1095-A if health insurance was from the Access Health Connecticut Marketplace of health care insurance plans,

– Verification if applicable, including notices from the IRS, of stimulus payment,s and, or advanced Child Tax Credits that were received,

And preferably, for reference, a copy of tax year’s 2020, last year’s tax return.

The program is the largest, free volunteer-run tax assistance, and preparation service in the US

The program is also available to all individual tax filers regardless of their income, or age.

During the last full tax season across the nation some 65,000 IRS-certified volunteers provided the service at more than 9,000 sites.

AARP stands for the American Association of Retired Persons.

VITA stands for the Volunteer Income Tax Assistance Program.

IRS stands for the Internal Revenue Service.

ITIN stands for Individual Taxpayer Identification Number.

SSA stands for the Social Security Administration.

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