What is the Tax Preparation process?
A Volunteer Tax Preparer will input your information and prepare your tax return.
Your tax return will then be reviewed by a Quality Reviewer. (This requirement is strictly enforced to ensure that tax returns have been prepared accurately.)
The Quality Reviewer will review the return with you.
You will sign your return at the CCAV VITA Site. Then your tax return will be e-filed.
Tax returns cannot be e-filed:
- Unless all taxpayers sign their return at CCAV’s tax prep site
- If a taxpayer tries to claim a dependent who has already been claimed by another taxpayer
- if a taxpayer needs, but doesn’t have, an ITIN
What do I need to bring to the CCAV VITA Site?
Original Social Security or ITIN cards and birthdates for each taxpayer and all dependents
Government-issued photo ID for each taxpayer
ALL W-2 Forms (from every placed worked during the previous year)
1099 Forms (if applicable): 1099-NEC, 1099-Misc, 1099-G Unemployment Benefits, 1099-INT Interest (from your bank), 1099-R Pensions, Annuities, and Retirement
1095-A Form if you had insurance with the Marketplace
Voided check for checking account and/or deposit slip for savings account (if taxpayers want their refund to be deposited directly into their account): Refunds must be mailed to taxpayers who don’t have satisfactory verification of their bank account and routing numbers.
Other documents (if applicable): Childcare expenses (including provider’s address and federal ID), mortgage statements, real estate tax statement, adoption expenses, alimony paid/ received, IRS notices or state tax office. If itemizing – bring receipts or statements (medical expenses, charitable contributions, etc.)
Form 1098-T College tuition or student loan information (including educational expenses).
Will I have my tax return prepared if I show up at the CCAV VITA Site?
Taxes are prepared on a first-come, first-serve basis. If there is a crowd, and you don’t have time to wait, feel free to come back and have your return prepared at another time. Waiting lines are much shorter during the month of March.
When can I file?
January 29-April 15
When can I file prior, corrected, or amended returns?
March