VOLUNTEER INCOME TAX ASSISTANCE (VITA) PROGRAM | FOURLEAF FEDERAL CREDIT UNION

Free basic tax return preparation to qualified individuals. VITA/TCE sites offer free tax help to people who need assistance in preparing their own tax returns, including people who generally make $70,000 or less per year, persons with disabilities, and limited English-speaking taxpayers.

Please remember to have the following information: Photo identification for you and your spouse (if filing joint return) Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and all dependents Birth dates for you, spouse and all dependents A copy of last year’s tax return (for reference) Proof of income (Forms W-2, 1098, and 1099) Information for other income Proof of Health Insurance (Form 1095-B or 1095-C) Information for all deductions/credits Total paid to day care provider, their name, address and tax ID number For direct deposit of refund, proof of account number and routing number For married filing joint returns, both spouses must be present for Virtual Intake and Quality Review appointments

Spanish

Spanish

Taxpayers must complete the VITA/TCE Appointment application to be scheduled for an appointment. This application is available online. VITA/TCE sites will prepare: Acceptable forms: W2, 1099-Int, 1099-Div, 1099-G, SSA-1099, W2-G, 1098-T, 1095-B or 1095-C, 1099-R (only if taxable amount determined on Box 2a) Types of Income: Wages, salaries, etc. (Form W-2), Interest Income (Form 1099-INT), Dividends Received (Form 1099-DIV), State Tax Refunds (Form 1099-G), Unemployment Benefits (Form 1099-G), Gambling Winnings (Form W-2G), Limited Types of Income: IRA Distributions (Form 1099-R), limited Pension Income (Form 1099-R) limited Social Security Benefits (Form SSA-1099). Certain Tax Credits: Child Tax Credit, Earned Income Credit, Education Credits (Form 1098-T), Health Insurance Statements (Forms 1095-B or 1095-C), Recovery Rebate Credit (Economic Impact Payment) Basic tax returns only Standard deductions only Only Federal and New York State Tax Returns VITA/TCE sites will not prepare: No outside of NY income Certain Pension & Retirement Income without taxable amounts determined on Box 2a (1099-R, RRB-1099, CSA-1099) Certain Social Security Benefits (Form RRB-1099) Self-Employment Income or Cash Based Income (1099-Misc, 1099-NEC) Sale of Home (Form 1099-S) Schedule A “Itemized Deductions”: 1098 Mortgage Interest, Real Estate Taxes, Personal Property Taxes, Medical & Dental expenses Cancellation of Debt (Form 1099-C) Schedule C “Profit or Loss From Business”: Self-Employment income, Uber/Lyft, Ride Share, Food delivery services, etc. (1099-K) Credits for Sick Leave and Family Leave for Certain Self-Employed Individuals (Form 7202) Form SS-5 (request for Social Security Number) Form 8814 (child taxed at parent's tax rate) Form 8606 (non-deductible IRA) Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding) Marketplace Health Insurance (Form 1095-A) Parts 4&5 of Form 8962 (Premium Tax Credits) Form W-7 application for Individual Taxpayer Identification Number (ITIN) Returns with casualty/disaster losses

Free

Suffolk, NY Nassau, NY