CEO is currently putting the finishing touches on our 2023 VITA schedule. We will be offering both in-person and online (virtual) tax preparation in 2023 for the filing of 2022 taxes. Virtual VITA means that taxpayers who meet the eligibility criteria will upload his/her/their tax documents to a secure IRS sponsored website called “Get Your Refund” and a certified volunteer tax preparer will complete the taxes and file them upon approval from the taxpayer. In-person services will be available in a limited capacity on Wednesdays during tax season.
CEO is not hosting AARP tax preparation. Please call 888-227-7669 for more information and to find an AARP site near you.
To be eligible for CEO VITA services, in 2022 you must:
Have a household income of less than $60,000 in 2022
Have worked in New York State
Have not receive income from rental property
Have not receive military pay
Have not sold a house, stocks, bonds or other financial assets in 2022
Have not declared bankruptcy in 2022
Have not sold, exchanged, or otherwise disposed of virtual currency in 2022
And, if you are self-employed, you don’t have any employees or inventor/depreciation/ business expenses worth more than $5,000
Documents to be uploaded in Get Your Refund:
A Social Security Card (or ITIN letter) for each taxpayer who will sign the return and all dependents
A photo identification (both front and back) for each taxpayer who will sign the return
W-2 forms for all jobs worked in 2022
All 1099 and 1098 forms you received for 2022
SSA-1099 if you received social security benefits in 2022
1099-G if you received unemployment benefits in 2022
If you received your health insurance through the NY State of Health (known as the Marketplace), your 1095 A
If you paid for childcare in 2022 and wish to deduct it: a copy of the provider’s name, complete address, and tax identification number
If you wish to have your refund automatically deposited: a voided check or savings account deposit slip showing your account numbers
Ready to get started? There are just a few simple steps to file!
VITA will be opened for 2022 tax returns shortly, see eligibility requirements to confirm your eligibility prior to reaching out. Call 518-272-6012 ext. 333 after January 24th and leave your contact information for one of our representatives to get back to you.
If you have questions on the VITA program or about your previous years filing with us, please contact our offices.