FREE INCOME TAX ASSISTANCE

 

The following is summarized from the websites of the American Association of Retired Persons: www.aarp.org/ , the Connecticut Department of Revenue Services (DRS): www.ct.gov/drs/cwp/view.asp?a=1462&q=289046 and the Internal Revenue Service (IRS): www.irs.gov/taxtopics/tc101.html

People needing free help to complete their federal tax forms have a number of options available to them. They can seek assistance at an IRS office, call IRS toll free numbers for forms or questions, or bring forms to a volunteer at a site offering AARP Tax-Aide program or Volunteer Income Tax Assistance (VITA) services. All options are free to the taxpayer.

TAX ASSISTANCE BY TELEPHONE

  • Anyone can call the IRS toll free phone line: (800-TAX-1040). The phone is answered by tax specialists and is open 24 hours, 7 days per week during the tax season. There is touch tone phone access for recorded tax information on over 100 topics.
  • Refund status information can be obtained three weeks after a claim has been filed. The following information must be given to obtain refund status: filing status (joint, single), social security number and amount of refund in whole dollars.
  • Tax assistance for people with hearing impairments and TTY equipment can be obtained by calling: 1-800-829-4059, 24 hours, 7 days per week. People without TTY equipment may be able to obtain access through federal or state relay services.

TAX ASSISTANCE AT IRS OFFICES

  • The IRS offers in-person income tax filing assistance all year round at local field offices throughout Connecticut. The field offices are located in Bridgeport, Danbury, Hartford, New Haven, New London, Norwalk and Waterbury. IRS staff help taxpayers prepare basic federal tax return forms. Taxpayers must go to the office and wait for their turn. There are no phone calls and no appointments taken for tax assistance at IRS offices.

TAX ASSISTANCE AT DRS OFFICES

  • The DRS offers in-person income tax filing assistance at the Hartford office until April 15. DRS staff help taxpayers prepare Connecticut tax return forms only. Taxpayers must go to the office by 4:00pm and bring their completed federal tax return. No appointments are taken for tax assistance at the DRS office. Taxpayers can call (860) 297-5962 or 1-800-382-9463, Monday-Friday, 8:30am-4pm for assistance over the phone.

AARP TAX-AIDE PROGRAM

  • AARP Tax-Aide volunteers offer free income tax assistance for low and middle income households at Tax-Aide sites during the tax season. Assistance to people ages 60+ is given priority. Local Tax-Aide sites can be found by calling the Tax-Aide Site Locator number: (888) 227-7669, using the Site Locator at the AARP website or going to the 2-1-1 database
    Note: Some sites are by appointment only; some are walk in only.

VOLUNTEER INCOME TAX ASSISTANCE (VITA)

  • Trained volunteers at Volunteer Income Tax Assistance (VITA) sites offer free tax filing assistance from January 14-April 15. (Dates and times vary by site) Anyone, regardless of age, can use a VITA site for assistance. VITA volunteers help taxpayers prepare basic tax return forms. The general guideline is a limit of $52,000 a year for household income. VITA sites are held at libraries, churches, senior centers and other community meeting places. For a list of VITA sites, contact the IRS or go to the 2-1-1 database.
    Note: Some sites are by appointment only; some are walk in only.

FOR A LIST OF ALL FREE TAX ASSISTANCE SITES:

Search by service name: Tax Preparation Assistance

FORMS TO BRING TO A TAX ASSISTANCE SITE

When visiting an IRS, DRS, Tax-Aide or VITA site, bring the following:

* Photo ID for Caller (and/or spouse, if filing jointly)
* If married filing jointly, both spouses must attend appointment.
* Social security cards for every member of the family (if a card is lost, the taxpayer must contact the social security administration to replace card prior to having taxes prepared)
* W-2s and/or 1099’s from ALL jobs worked in 2013
* A check from the taxpayer's checking account or a savings account number for direct deposit (NOTE: The taxpayer can open a bank account or cash card at the tax site for direct deposit if they do not have an existing account.)
* Interest statements from financial institutions (if applicable)
* Tuition and student loan information (if applicable)
* Documentation from daycare provider, if taxpayer paid for child care in 2013
* Any other income information or IRS notices received
* Copy of last years tax return

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SOURCES: 2-1-1 database; AARP website; Connecticut Department. of Revenue Services website; Internal Revenue Service website
INTERNET PAGE PREPARED BY: 211/pt
CONTENT LAST REVIEWED: December2013

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