For Income $55,000 or less, get your taxes done for free.

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Hours of Operation

DropOff Pickup
Sunday
Monday
Tuesday
Wednesday
Thursday
Friday
Saturday
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Please Note: The IRS will not call a taxpayer to demand they return money supposedly sent in error.

IRS STATEMENT – AMERICAN RESCUE PLAN ACT OF 2021

March 12, 2021

The IRS is reviewing implementation plans for the newly enacted American Rescue Plan Act of 2021. Additional information about a new round of Economic Impact Payments, the expanded Child Tax Credit, including advance payments of the Child Tax Credit, and other tax provisions will be made available as soon as possible on IRS.govThe IRS strongly urges taxpayers to not file amended returns related to the new legislative provisions or take other unnecessary steps at this time.

The IRS will provide taxpayers with additional guidance on those provisions that could affect their 2020 tax return, including the retroactive provision that makes the first $10,200 of 2020 unemployment benefits nontaxable. For those who haven’t filed yet, the IRS will provide a worksheet for paper filers and work with software industry to update current tax software so that taxpayers can determine how to report their unemployment income on their 2020 tax return. For those who received unemployment benefits last year and have already filed their 2020 tax return, the IRS emphasizes they should not file an amended return at this time, until the IRS issues additional guidance.

From your VITA team: For most folks this means that we will not be filing amendments at this time just to get the stimulus.

For Tax Year 2020

Sites will operate a bit differently this year. All sites will operate using the “drop-off” method. This means that the tax payer will need to bring copies of their documents (see below). Most sites will not be able to make the copies due to staffing limitations so please bring copies of your documents to the site. Once a return is prepared you will be contacted to review and sign the return.

Sites will be operating as follows. Starting January 25th, the following sites will open: Guadalupe Community Center, Willie Velasquez Center, and St. Philips College. All remaining sites will open on February 8th. Click on the site in the map above to get the location and operating hours. Current version of the brochure is here.

Note that the IRS will not process tax returns until February 12. This means that refunds (if any) will not be available until after February 15.

For questions, please refer to the Contact Us tab.

Before you go to the site, please bring the following:

Completed intake form (if possible): here.

Identification

  • Proof of Identification—Drivers License, Government issued Photo I.D.
  • Social Security Card or Individual Tax Identification Number (ITIN) for you, your spouse and dependents you will claim
  • Birth dates for you, your spouse and and dependents you will claim
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • To file taxes electronically on a married filing joint tax return, BOTH spouses must be present to sign the required forms
  • Last years tax return, if you have it, can really help

Income

  • The dates and amounts of any stimulus checks received.
  • Wage and earning statement(s) Form W-2 from all employers
  • Annuity or retirement: 1099-R
  • Social Security Statement: 1099-SSA
  • Gambling winnings: W2-G
  • Interest and dividend statements from banks (Forms 1099-INT and 1099-DIV)

Expenses

  • Mortgage interest: 1098
  • Real estate taxes paid (statement or receipt)
  • Child care expenses: provider receipt showing provider Identification Number
  • Medical Expenses: detailed receipts
  • Charitable contributions
  • Education: Form 1098-T Tuition Statement; must have the school EIN
  • Student Loan Interest: 1098-E

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