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.

In 2016, the coalition processed over 2,000 tax returns and helped families obtain over $3,000,000 in their federal tax returns! This was all possible because of our dedicated volunteers. If you are interested in volunteering at a Worcester Free Tax Service Coalition Site during the 2017 tax season, please email the WFTSC Coordinator, Yasmine Shawwaf, at yasmine.shawwaf@unitedwaycm.org or call 508-757-5631 Ext. 223


Volunteer Income Tax Assistance Sites & Hours for 2017

Call individual sites to set up an appointment

Worcester Community Action Council, 484 Main Street, Worcester    508-754-1176 x234

  • Open Mondays, Tuesdays, and Wednesdays 5 p.m. – 7:30 p.m., Saturdays 9 a.m. – 1 p.m.
  • Appointments open on January 23rd

Main South Community Development Corporation, 875 Main Street, Worcester   508-752-6181 

  • Open Mondays and Wednesdays 5 p.m. – 8 p.m., Saturdays 10 a.m. – 2 p.m.
  • Appointments will open on February 1st

Plumley Village, 16 Laurel Street, Worcester   508-770-0508

  • Open Tuesdays and Thursdays 4 p.m. – 6 p.m., Saturdays 10 a.m. – 3 p.m.
  • Appointments will open on February 2nd

Worcester State University, 486 Chandler Street, Worcester   508-929-8424

  • Open Mondays and Wednesdays 3:30 p.m. – 7:30 p.m., Saturdays 10 a.m. – 2 p.m.
  • Appointments will open on February 1st

VITA in the News


 

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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