SANATOGA PA – It’s income tax season once again, and despite the financial misery that realization may bring to some area residents, Family Services of Montgomery County – which operates offices in Sanatoga PA – has help to offer low- to moderate-income taxpayers who need assistance in preparing their tax returns.
The agency this year is joining with the Montgomery County Asset Building Coalition and the Internal Revenue Service (IRS) to provide free income tax preparation through the Volunteer Income Tax Assistance (VITA) program to individuals and families who earn less than $51,000 annually.
Appointments are being accepted now for tax assistance sessions scheduled to be held:
- Mondays, Tuesdays and Wednesdays from 5-7:15 p.m., and Saturdays from 9 a.m. to noon, at Family Services, 1976 E. High St.; and
- Thursdays from 5-7 p.m. at the Family Services’ Eagleville PA office, 3125 Ridge Pike.
To schedule an appointment at either, call Family Services at 610-326-1610.
The IRS trains and certifies all VITA volunteers to prepare and electronically file income tax forms. VITA volunteers can assist clients in claiming special credits and refunds, such as the Earned Income Tax Credit.
“We can help put money back in your pocket,” said Kathy Cael, VITA site coordinator. “By filing your taxes through a VITA site, not only will you save money in filing fees, but you’ll also receive your tax refund quickly. In most cases, tax refunds are deposited directly into your bank account within 7-to-10 days.”
Those taking advantage of VITA will be asked to bring to their appointment a form of photo identification, such as a driver’s license or state-issued identification card, and Social Security cards and birth dates for themselves, their spouse and all dependents.
They also should bring wage and earning statements (Forms W-2, 1099, or unemployment statements) from all employers, interest and dividend statements from banks, total amounts paid for day care and the day care provider’s identification number, Form 8332 (for divorced or separated parents only), bank routing numbers and account numbers for direct deposit, other relevant information about income and expenses, and a copy of last year’s federal and state returns (if available).
If a couple is filing jointly, both must be present to sign the tax return.
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