NCO Volunteer Network's VITA program is providing free tax preparation assistance at multiple sites across Lake and Mendocino Counties.

NCO Volunteer Network’s Volunteer Income Tax Assistance program (VITA) returns on February 1st, providing free tax preparation to Lake and Mendocino County households that made $66,000 or less in 2021.
This year, there is no appointment necessary! Taxpayers may simply drop by one of NCO’s sites to submit their documents and receive a consultation. All COVID-19 precautions will be taken, and masks will be required. 


Ukiah—Fridays & Saturdays, 12PM-5PM
North Coast Opportunities
413 N. State St.


Lakeport—Tuesdays & Thursdays, 12PM-5PM
North Coast Opportunities
850 Lakeport Blvd.


Clearlake—Wednesdays & Fridays, 12PM-4PM
Highlands Senior Center
3245 Bowers Ave.


Fort Bragg— Wednesdays 2/9, 2/23, 3/9, 3/23, and 4/13 from 12PM-4PM
North Coast Opportunities
111A Boatyard Dr.

Taxpayers should bring the following documentation to an NCO site:

  • Photo IDs for taxpayer and their spouse
  • Social Security cards or ITINs for each person on the return. Proof of US citizenship is NOT required to receive tax preparation assistance.
  • W-2s, 1099s, and all other tax forms
  • Bank routing & account numbers for direct deposit returns
  •  Taxpayer’s 2020 tax return
  • Letter 6419 - 2021 Total Advance Child Tax Credit (AdvCTC) Payments (Sample letter here) if you recieved monthly Advanced Child Tax Credit payments in 202---you are eligible for an additional $1,500-$1,800 per child! 
  •  A completed 13514-C Intake Sheet (Download it in English or in Spanish or fill one out at an NCO VITA site)


IRS-certified VITA volunteers will be standing by to assist with state and federal returns, W-2 forms, self-employment income, certain itemized deductions, and credits, including the expanded Child Tax Credit. Parents who received the monthly Child Tax Credit payments last year are eligible for an additional $1,500-$1,800 per child if they file their 2021 tax return. 


For a full list of returns that VITA will and will not prepare, visit https://bit.ly/NCOVITA or see section drop-down sections below.


“Even if you don’t think you need to file taxes you might still get money back,” said Kayla Harrison, VITA Program Coordinator. “We are happy to talk to anyone who walks up about their situation to see if they qualify.”


“Even dependents who have a job are eligible to file their returns with us,” added Yvett Magallon, NCO Volunteer Network Project Coordinator.


For more than 10 years, NCO Volunteer Network’s VITA has been the lead in Lake and Mendocino Counties for the United Way of California Earn It! Keep It! Save it! program which puts millions of dollars in tax returns into the pockets of low-income families each year. In 2021, VITA helped families secure $394,000 in earned tax refunds and saved them more than $78,000 in filing fees.


“We ensure that our clients maximize their refund from their tax return by claiming tax benefits for taxpayers and their families,” said Magallon. “This is earned income that allows more dollars to flow into our community that residents can use for groceries, rent, utilities and other bills.


VITA is also recruiting volunteer Spanish/English interpreters and certified IRS tax preparer volunteers who are comfortable with computers. Contact Kayla at kharrison@ncoinc.org to sign up.


For those confident preparing their own taxes, the resource MyFreeTaxes.org is available. My Free Taxes is an easy online tool operated by United Way of California that helps individuals file their state and federal taxes for free. This site offers step-by-step guidance for filing taxes as well as personal help through email or online chat. The 2021 household income limit to use this online service is $73,000 and those who are self-employed are not eligible.


For more information on VITA free tax preparation, please call (707) 467-3236 and leave a message with your name and number or email kharrison@ncoinc.org.

[This archive item was originally published on Friday, January 21, 2022]

• 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)
• IRA Distributions (Form 1099-R)
• Pension Income (Forms 1099-R, RRB-1099-R, CSA-1099)
• Social Security Benefits (Form SSA-1099, RRB-1099)
• Simple Capital Gain/Loss (Form 1099-B) limited
• Sale of Home (Form 1099-S) limited
• Prior Year and Amended Returns
• Self-Employed Income (Form 1099-MISC, Form 1099-NEC) limited
• Gambling Winnings (Form W-2G)
• Cancellation of Debt (Form 1099-C) limited
• Health Savings Accounts (Form 1099-SA) limited
• Itemized Deductions limited • Education Credits (Form 1098-T)
• Child Tax Credit (Families that recieved monthly Advanced Child Tax Credit payments in 2021, are eligible for an additional $1,500-$1,800 per child if they file their returns!)
• Earned Income Credit 
• Health Insurance Statements (Forms 1095-A, B or C)
• Credits for Sick Leave and Family Leave for Certain SelfEmployed Individuals (Form 7202)
• Economic Impact Payment (Recovery Rebate Credit)

• Schedule C with loss, depreciation or business use of home
• Complicated Schedule D (capital gains and losses)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8814 (child taxed at parent’s tax rate)
• Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Allocation of Policy Amounts, Alternative Calculation for Year of Marriage)

• Form W-7 (application for Individual Taxpayer Identification Number (ITIN) )
• Returns with casualty/disaster losses
• Rental income

Did you receive monthly Advance Child Tax Credit payments in 2021? If so, you are eligible to receive $1,500-$1,800 more per child!

You must file your 2021 tax returns to claim this credit. NCO VITA volunteers are available to help you secure the maximum amount your family deserves. Make sure to bring Letter 6419 - 2021 Total Advance Child Tax Credit (AdvCTC) Payments to a VITA site along with your other documents (Sample 6419-2021 letter here)

 

[This archive item was originally published on Friday, January 21, 2022]

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