Free Income Tax Assistance

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The following is summarized from the websites of the American Association of Retired Persons: www.aarp.org/ , the Connecticut Department of Revenue Services (DRS): www.ct.gov/drs/cwp/view.asp?a=1462&q=289046 and the Internal Revenue Service (IRS): www.irs.gov/taxtopics/tc101.html

People needing free help to complete their federal tax forms have a number of options available to them. They can seek assistance at an IRS office, call IRS toll free numbers for forms or questions, or bring forms to a volunteer at a site offering AARP Tax-Aide program or Volunteer Income Tax Assistance (VITA) services. All options are free to the taxpayer.

TAX ASSISTANCE BY TELEPHONE AND ONLINE

Tax Season Refund Frequently Asked Questions (FAQ’s), can be found at: https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

TAX ASSISTANCE AT DRS OFFICE

AARP TAX-AIDE PROGRAM

VOLUNTEER INCOME TAX ASSISTANCE (VITA)

FORMS TO BRING TO A TAX ASSISTANCE SITE

When visiting an IRS, DRS, Tax-Aide or VITA site, bring the following:

* Photo ID for Caller (and/or spouse, if filing jointly)
* If married filing jointly, both spouses must attend appointment
* Social security cards for every member of the family (if a card is lost, the taxpayer must contact the social security administration to replace card prior to having taxes prepared)
* W-2s and/or 1099’s from ALL jobs worked in 2016
* A check from the taxpayer’s checking account or a savings account number for direct deposit (NOTE: The taxpayer can open a bank account or cash card at the tax site for direct deposit if they do not have an existing account.)
* Interest statements from financial institutions (if applicable)
* Tuition and student loan information (if applicable)
* Documentation from daycare provider, if taxpayer paid for child care in 2015
* Any other income information or IRS notices received
* All 1095 forms
* Health Insurance Statements (including Health Insurance Exception Certificate, if received)
* Copy of last years tax return


 

SOURCES: 2-1-1 database; AARP website; Connecticut Department. of Revenue Services website; Internal Revenue Service website
INTERNET PAGE PREPARED BY: 211/pt
CONTENT LAST REVIEWED: December2016