Worcester Free Tax Service Coalition

2016_WFTS_Logo_v2The Worcester Free Tax Service Coalition has a new name and a renewed commitment to maximizing refund benefits for eligible families. Formerly the Earned Income Tax Credit Coalition, the coalition’s name change reflects a concerted effort to promote the free service available to individuals and families who qualify. IRS-certified volunteers prepare taxes and specifically look for tax credits the household may be eligible for, such as the Earned Income Tax Credit (EITC), Child Tax Credit (CTC) and other credits. Some households with children are eligible for tax refunds of over $6,000. Utilizing the free tax preparation services allows families to retain their full refund, avoiding typical preparation fees which can often run into the hundreds of dollars.

Worcester Community Action Council (WCAC) is among the Coalition’s 20 members city wide, comprised of a collaboration of businesses, financial institutions and non-profit organizations who work to promote free income tax credit benefits to low and moderate income working individuals and families as a strategy to build household assets and increase economic self-sufficiency.

 

For 2016 the free tax preparation services will be available at four locations within the city.

Free Tax Preparation Sites:

WCAC, 484 Main Street (Denholm Building), Worcester

Open January 25 – April 15, 2016  Phone: 508-754-1176 x234, Languages Spoken: English & Spanish

Hours: Monday 4:00 -7:00 p.m. ; Tuesday 4:00 -7:00 p.m.; Wednesday 4:00 – 7:00 p.m.; Saturdays 9:00 a.m.- 12:00 p.m.

 

Plumley Village Job Development Center, 16 Laurel Street, Worcester

Open January 30 – April 14, 2016  Phone:  508-770-0508   Languages Spoken: English & Spanish

Hours: Tuesday 4:00 p.m.-6:00 p.m.; Thursday 4:00 p.m.-6:00 p.m.; Saturday 10:00 a.m.-3:00 p.m.

 

Main South CDC, 875 Main Street, Worcester

Open January 25 – April 9, 2016; to schedule an appointment, clients can begin to call on January 10th

Phone: (508) 752-6181 (if calling between 9 a.m.-5 p.m.) 508-405-7398( if calling between 5 -9 p.m.)

 Languages Spoken: English, Spanish, & Vietnamese

 Hours: Monday 5:00 p.m.- 8:00 p.m.; Tuesday 5:00 p.m.-8:00 p.m.; Saturday 10:00 a.m.-2:00 p.m.

Worcester State University, Sullivan Academic Center Room 206, 486 Chandler Street, Worcester

Open February 1st – April 16th, 2016 Phone: 508-929-8424 or email  vita@worcester.edu to schedule an appointment.

Hours: Monday: 3:30 p.m.-6:30 p.m.; Wednesday: 3:30 p.m. – 6:30 p.m.; Saturday: 10:00 a.m. – 1:00 p.m.

*Site closed on 2/15, 3/19, 3/21, 3/23, 3/26

 

 

EITC Eligibility Requirements for 2016 Tax Limits:

# of ChildrenSingle Worker IncomeMarried Worker IncomeEITC up to
3+$47,747$53,267$6,242
2$44,454$49,974$5,548
1$39,131$44,651$3,359
0$14,820$20,330$503
  • Workers raising children must be between 25 and 65
  • Child Tax Credit: Up to $1,000 for each eligible child in the home
    (this includes foster children that have lived with the family for at least 6 months)
  • Investment income cannot exceed: $3,400

 

What to bring to the VITA Site:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents or a Social Security number verification letter issued by the Social Security Administration
    • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
    • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B or C, Affordable Health Care Statements
  • Copies of income transcripts from IRS and state, if applicable

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