什么是Vita?

The VITA grant program is an IRS initiative designed to support free tax preparation services for underserved populations through various partner organizations. This service helps individuals with low to moderate income, persons with disabilities, 老年人, and limited English speakers file their taxes each year. The IRS awards matching funds to support organizations in the U.S. and the District of Columbia that offer free tax preparation services during the tax filing season.

的一个&M-Commerce College of 业务 has now become a VITA partner organization to assist Northeast Texas residents with their tax filing needs.

AboutVITA 服务

  • VITA services period: January 27, 2025, to May 9, 2024
  • Languages offered: English
  • 小时:
    • Walk-in at BA 225: Monday and Tuesday, 10 a.m. 到3点.m.
    • Virtual appointments: Wednesday and Thursday, 10 a.m. 到3点.m.

Steps to receive VITA services

To qualify, you must meet one of the following criteria:

  • $64,000 annual income or less
  • College/university student
  • 禁用
  • 有限的英文
  • Senior citizen (age 65 or older)

  • Request an appointment using our online scheduling platform. Please provide your name, email address and telephone number. Appointments must be booked at least 48 hours before the start time, up to 7 days in advance.
  • After booking, you will receive a confirmation email containing a 谷歌 Meet video conference link.
  • 一个一个&M-Commerce volunteer preparer will send a list of required documents to the taxpayer (and spouse if Married Filing Jointly), including Form 14446 and the Virtual VITA/TCE Taxpayer Consent form. The volunteer preparer will also provide the taxpayer(s) with the virtual return preparation process and the written procedures outlined on Form 14446.
  • Please reach out to the VITA Clinic at (电子邮件保护) or at our phone line at 903.886.5659 if you have any questions.

  • Sign and email Form 14446 to (电子邮件保护). Note: If the taxpayer(s) does not agree to the consent, the volunteer cannot use the virtual process to prepare the return. Taxpayer(s) must sign and send the form back prior to beginning any services.
  • Gather all relevant tax documents and complete Form 13614-C, the Intake/Interview Sheet.

  • During the 谷歌 Meet session, your A&M-Commerce volunteer preparer will explain the return preparation and quality review processes, review all documents with you to make sure no additional information is needed, and verify that the return is within the scope of VITA’s services.
  • If filing a Married Filing Jointly return, both spouses are required to attend an interview session to complete the virtual return preparation process.

  • After completion, the return must go through a quality review process. 你(和你的配偶), if applicable) will be contacted by a designated quality reviewer to perform the quality review.

我该带什么呢??

When attending a virtual session with your A&M-Commerce volunteer preparer, make sure you have the following items handy:

  • Photo identification (ID). For those Married Filing Jointly, bring ID for both primary and secondary taxpayers
  • Social Security Numbers (SSN) or Individual Taxpayer Identification Numbers (ITIN) for everyone listed on the tax return
  • A list of qualified deductions and expenses (if applicable). 例如:
    • Total paid for daycare and the provider's Employer Identification Number (EIN)
    • 指派信
    • 捐赠的文档
    • Form 1098 for property taxes paid
    • 医疗费用
    • 1095 health insurance statements
    • Health insurance exemption certificate
  • Form 1095-A Health Insurance Marketplace Statements
  • Income transcripts from the IRS, if applicable
  • Bank account information for direct deposit (can be received later), including routing and account number

Non-resident aliens must also provide:

  • 护照
  • Form 1-94, arrival and departure record
  • Photo ID for all taxpayers to be included on your tax return
  • Foreign status proof, if applying for an ITIN
  • Birth dates for all family members
  • W-2, W-2G, 1099-R, 1099-Misc
  • 1042-S
  • Form 13614-NR, Nonresident Alien Intake and Interview Sheet

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