Accounting Students Offer Free Tax Return Assistance for 2008 Tax Year
COB accounting students working under accounting faculty member Stacy Lacktorin-Revier, will provide free income tax assistance to taxpayers who cannot afford to pay for professional help through the Volunteer Income Tax Assistance (VITA) program. VITA, a special program of the Internal Revenue Service and Wisconsin Department of Revenue, provides free tax return assistance to taxpayers with adjusted gross annual incomes under $42,000. UW-Eau Claire students will meet with individuals from February 9-April 15. (Note: No service will be available during the universityís spring break, March 16-20). UW-Eau Claire students are elegible for this program.
VITA volunteers will meet with taxpayers on a first-come, first-serve basis. The students will hold sessions on the UW-Eau Claire campus on Wednesdays from 12:00 - 4:00 pm in Schneider 314. See list to the right for a schedule of all times and locations.
Students will help individuals fill out basic income tax forms (1040EZ, 1040A, and 1040). They cannot prepare Married Filling Separately tax returns. Taxpayers with complicated returns or questions will be referred to the IRS or advised to seek private professional assistance. Eligibility is determined on a case-by-case basis by the VITA volunteer. Taxpayers seeking tax preparation assistance must bring the information listed below.
For more information about the VITA program, contact Stacy Lacktorin-Revier, UW-Eau Claire accounting and finance department, by phone at (715) 836-4282, or by email at firstname.lastname@example.org
Information to Bring
The VITA volunteer cannot prepare your return if you donít bring ALL of the following information to your meeting:
- Proof of identity
- Copies of all W-2ís, 1098, 1099 forms
- Social Security Cards or Individual Tax Identification Number (ITIN) letter for all individuals to be listed on the return
- Amounts of any other income
- Child care providerís identification number, amounts of child care paid, and address of facility or childcare provider
- Amounts/dates of estimated or other tax payments made
- Bank documents showing routing number and account numbers if requesting direct deposit/debit
- For homestead credit for renters: Rent Certificates from all landlords or proof of rent paid if landlord refuses to give you a Rent Certificate (including copies of canceled checks showing rent paid)