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Tax Advocacy & Free Tax Preparation Day
April 2 @ 10:00 am - 4:00 pm
Join us for:
Taxpayer Advocate Service – Your voice at the IRS will be there to assist you with any tax issues that you can’t seem to resolve with the IRS.
No appointment needed to speak with the taxpayer advocate.
The Volunteer Income Tax Assistance (VITA) – FREE Tax preparation by IRS trained and certified volunteers is available. This program provides Greater Atlanta’s working individuals and families free tax prep to low-to-moderate income ($58,000 and under).
IMPORTANT! Registration is REQUIRED to get your taxes prepared at this event.
Go to bit.ly/nbtaxday0402 to register.
Can’t attend this event? You can also do your taxes yourself Virtually for FREE through My Free Taxes. If needed, tax help is available from an IRS-certified Volunteer. This service is available to those with an income of $73,000 a year or less. Visit www.MyFreeTaxes.com to get started!
Please gather the following documents for your tax preparation. These documents are required to file your taxes. If you do not have them, use the links to get copies of the documents.
Original Social Security cards or ITINs for everyone on the return – NO exceptions.
The only other acceptable document is the 1099-SSA. You may obtain a replacement Social Security card or 1099-SSA at ssa.gov.
Photo Identification for each spouse on the return
Both spouses must be present and sign if filing jointly. Married Filing Jointly is the most advantageous filing status with a few exceptions. If choosing Married Filing Separately, you will need your spouse’s Social Security number in order to electronically file. Without your spouse’s social security number and birthdate,you will mail a paper copy of your return. This will significantly delay any refund.
All W-2s, 1099s, and Income Documents
These can include: Business Income, Social Security income, Retirement Income, Unemployment Income, Interest from a savings account, 1099-A, Dividends, Cash Income and Gambling Income. To obtain a Wage Transcript from the IRS because of missing documents, go to irs.gov/transcript or call (800) 908-9946. Please make sure to request anon-redacted transcript.
Advance Child Tax Credit letter
For those that received advance Child Tax Credits in 2021, letter 6419 was sent to homes.To complete your 2021 tax return, and accurately reconcile, please bring Letter 6419 or provide the information from your online account.
Self-Employed and Contract Labor
If you are an on-demand driver (Lyft, Uber, etc.), you will need documentation from your service, as well as income expense records. RideShareTaxHelp.com has free comprehensive tax resources includinga downloadable tax guide, step-by-step instructions, and calculators or you can use this worksheet.
Proof of Expenses
Form 1095 – A
Only if you have health insurance through the Marketplace. To obtain your 1095-A, go to healthcare.gov or call (844) 644-5543.
Direct Deposit Information
For the refund to be depositeddirectly to your bank (the safest and fastest way), you will need the routing number and account number.This can be found on a check.
Previous Year’s Return
Last year’s returns are not required but is helpful to have with you. If you are filing yourself orthe first time using a new software, federal law requires you to submit your AGI (Adjusted Gross Income). This can be found on your previous year’s return. If you do not have a copy, you can obtain a transcript at https://www.irs.gov/individuals/get-transcript .
Home Interest and Taxes
Interest and taxes are important deductions! Please bring Form 1098 for mortgage interest, property tax statements, and/or closing statements.
Sponsored by VITA, United Way, New Birth, Hank Johnson & the State of Georgia ncnw