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Please bring the following documents when you come for your appointment:
Proof of Identification (photo ID)
□ Social Security Cards or ITIN cards for you and everyone you will be claiming
□ Birth dates for you and everyone that you will Proof of Identification (photo ID)
□ Social Security Cards or ITIN cards for you and everyone you will be
claiming
□ Birth dates for you and everyone that you will be claiming on your taxes
□ Wage and earning statements (Form W-2, 1099-R, 1099 MISC)
□ Interest and dividend statements from the banks (Form 1099)
□ Total paid for daycare expenses, including providers tax ID# or SS#
□ Tuition Statements, if in college (Form 1098T)
□ Rent Certificate completed by your landlord if you will be claiming
Homestead Credit
□ Property Tax Bill, if you will be claiming Homestead Credit
□ Proof of disability if you have no earned income and will be claiming
Homestead Credit
□ Copy of last year’s federal and state returns, if available
□ Proof of bank account routing and account numbers (Blank Check)
□ Any other tax documents
Proof of Identification (photo ID)
□ Social Security Cards or ITIN cards for you and everyone you will be claiming
□ Birth dates for you and everyone that you will Proof of Identification (photo ID)
□ Social Security Cards or ITIN cards for you and everyone you will be
claiming
□ Birth dates for you and everyone that you will be claiming on your taxes
□ Wage and earning statements (Form W-2, 1099-R, 1099 MISC)
□ Interest and dividend statements from the banks (Form 1099)
□ Total paid for daycare expenses, including providers tax ID# or SS#
□ Tuition Statements, if in college (Form 1098T)
□ Rent Certificate completed by your landlord if you will be claiming
Homestead Credit
□ Property Tax Bill, if you will be claiming Homestead Credit
□ Proof of disability if you have no earned income and will be claiming
Homestead Credit
□ Copy of last year’s federal and state returns, if available
□ Proof of bank account routing and account numbers (Blank Check)
□ Any other tax documents
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Click Below to complete 4 documents - please email to Ritchie - rmartin@journeyhouse.org
We are currently seeking volunteer tax preparers to become IRS certified and provide free tax return preparation to eligible taxpayers. To establish the greatest degree of public trust, volunteers have a responsibility to provide quality service and uphold the highest of ethical standards. The primary tasks include attending IRS tax law training and certification, including the use of electronic filing software; and directly preparing each return based on information provided by the taxpayer.
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VITA volunteers do more than just prepare people’s taxes. They play a critical role in ensuring that low-income workers access valuable tax credits without paying any fees.
Imagine helping someone put food on their table or saving a family from a mortgage foreclosure. As a VITA volunteer, you will help individuals and families keep their hard-earned money! What is Vita: Volunteer Income Tax Assistance (VITA) Sites are locations around your community where hard working families will receive help in filling out their tax forms for FREE! |
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What do VITA volunteers do? VITA volunteers help hard working families prepare their simple tax forms. Volunteers do need to be comfortable working on a computer. For those not interested in serving as a tax preparer, there are also non-tax-oriented volunteer positions. Spanish speaking volunteers greatly needed. |
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Do I have to be an accountant or have experience? No! You should be comfortable working on a computer, but no accounting or financial experience is required. The tax software guides you every step of the way and the IRS provides free training.
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Benefits of becoming a VITA volunteer include:
- Free IRS training and materials to help you enhance your volunteer skills and resume;
- Dates and times convenient to your schedule;
- Ongoing support;
- Continuing Education Credits for eligible volunteers;
- Certificate of Recognition and Letter of Appreciation from the IRS at the end of the tax season;
- Personal satisfaction you’ll gain from providing an important service to your community.
- Volunteers of all backgrounds are welcome and prior experience is not necessary.
- Retirees, students and individuals with experience in finance are encouraged to participate.
- The tax software guides you every step of the way and volunteers are protected under the Volunteer Protection Act.
- Self-paced online training beginning November 2018 and/or classroom training in January 2019 to attain IRS certification.
- Volunteer a minimum of 4 hours per week for the Volunteer Tax Program from mid-January through April 2019.
- Basic computer skills for inputting tax return information
- Pride in performing tasks completely and accurately in a team setting.
- Deal with the public in a helpful and supportive manner. Interviewing skills training will be provided as needed
- Friendly, dependable and flexible
Additional Details
- 18 and older
- Is Family Friendly
- Is Not Outdoors
- Is Wheelchair Accessible
- Snacks/beverages will be provided
- Rewarding experience
For more information please contact Ritchie T. Martin, Jr., Journey House VITA Site Coordinator Rmartin@journeyhouse.org