Our VITA services will be resuming for 2021 and the filing of 2020 taxes. Due to the continued threat of Covid-19 and out of an abundance of caution, CEO’s VITA services will be fully virtual. Virtual VITA means that the taxpayer will upload his/her/their tax documents to a secure VITA site and a certified volunteer tax preparer will complete the taxes and file them upon approval from the taxpayer. No in-person services will be available for the duration of the 2021 tax season.
More About VITA:
Tax season can be very stressful for those who are struggling. Finding someone to complete and file taxes reliably, at a fair cost, can be hard. And the idea of sorting through personal finances when money is tight can add a high level of stress. Of course, avoiding filing could lead to some negative consequences:
Missing out on much-needed (and deserved) tax refunds
Penalties or fines
CEO wants to make it as easy as possible for you to file your tax returns. That is why CEO offers the Volunteer Income Tax Assistance (VITA) program, which provides free tax help to working families who cannot prepare their own tax returns.
VITA’s volunteers are trained to complete your tax return accurately, accessing credits like the Earned Income Tax Credit. The VITA program can complete both Federal and State tax returns and is able to e-file for a faster refund. VITA workers can also link you with banking resources and financial education. The program collaborated with United Way and the CASH Coalition.
To be eligible for CEO VITA services, in 2021 you must:
Have previously used CEO VITA services in either 2019 or 2020
Have a household income of less than $57,000 in 2020
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 2020
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:
A Social Security Card (or ITIN letter) for each taxpayer who will sign the return
A photo identification for each taxpayer who will sign the return
W-2 forms for all jobs worked in 2020
All 1099 and 1098 forms you received for 2020
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 2020 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
VITA is opened for 2020 tax returns, see eligibility requirements to confirm your eligibility prior to calling.
If you have questions on the VITA program or about your previous years filing with us, please contact our offices.