Now recruiting volunteers for the following positions for the upcoming tax season:

  • Spanish/English interpreters
  • Computer savvy IRS-certifed tax preparers
Contact Kayla to sign up as a volunteer: kharrison@ncoinc.org

NCO Volunteer Network’s Volunteer Income Tax Assistance program (VITA) will be preparing tax returns at multiple sites from February 1st through April 16th.

This service is available for 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, 2/23, and 4/13 from 12PM-4PM
North Coast Opportunities
111A Boatyard Dr.

 

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.

VITA 2022 Flyer ENG (PDF)
VITA 2022 Flyer ESP (PDF)

•    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
•    If you recieved monthly Advanced Child Tax Credit payments in 2021, please bring Letter 6419 - 2021 Total Advance Child Tax Credit (AdvCTC) Payments (Sample letter here)--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)

VITA Volunteers Will Prepare

• 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)

VITA Volunteers Will Not Prepare

• 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 for $1,500-$1,800 more per child.

You must file your 2021 tax returns to receive 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)

159
2021 Mendocino County families served
225
2021 Lake County families served
393678
Refund dollars returned
74
2021 VITA Volunteers

 

About VITA

The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $66,000 or less, persons with disabilities, the elderly and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

VITA volunteers help hardworking families receive the tax refunds they deserve by volunteering for the Earn It! Keep It! $ave It! program. In 2019, volunteers helped bring almost a million dollars in refunds back to Mendocino and Lake Counties.  Many local families can't afford the cost of tax preparation.  They may not know that they qualify for Earned Income Tax credits and other credits for low-income households.  Volunteers can maximize their tax refunds, which makes families very grateful.   

VITA Volunteers serve throughout Mendocino and Lake County - preparing tax returns and greeting clients.  No experience is necessary and free tax preparation training is provided. NCO trains volunteers to provide this service during tax season out of our Ukiah offices.

This program runs from January through April.

 

We Provide Volunteers:

Free Tax Law Training, Free Tax Software Training, Expert Team Support, A Rewarding, Impactful Experience to Build Resume Skills

United Way EKS Website

VITA Recruitment Flyer

VITA Recruitment Postcard

 

 

 

Find VITA Opportunities Near Me

Or for more information contact: NCO Volunteer Network (707) 462-1959

 

 

 

 

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