For 2020, the Worcester Free Tax Service Coalition is celebrating its 18th year of providing free tax preparation and asset building services to low income working taxpayers throughout Central Massachusetts! Through the Volunteer Income Tax Assistance (VITA) program, 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. 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.
VITA tax preparation appointments were interrupted due to COVID-19 and booked appointments between March 16th and April 15th were cancelled. If you are still in need of tax preparation, our IRS-certified volunteers are preparing returns virtually until 7/15- you can submit all of your documents via a smartphone or computer at https://www.getyourrefund.org/?s=MC-WOR
We are unable to re-open for regular face-to-face appointments this season, but this new method of virtual VITA is IRS-approved and will enable us to serve clients through the extended filing deadline of July 15th. The new method was created by Code for America to support VITA sites nationwide, and you can read more about that here.
At the link, you will be asked to upload photos or files of the same documents you would have brought to your appointment, and take a photo of yourself holding your ID. The questions you are asked are taken directly from the form you typically fill out a hard copy of while waiting for your appointment. Afterwards, you submission will be reviewed and you’ll be contacted by our intake specialist via phone or email, and when your return is ready you’ll speak with your tax preparer via phone before sending an electronic signature that approves us to submit the return on your behalf. As with the regular VITA program, there are never any preparation fees charged.
If you would like to try this new method, our tax preparers are once again ready to help- get started here.
In 2019, 29 volunteers donated 850 hours to prepare income tax returns at no cost for 910 low-income households at WCAC’s two sites, generating $1.46 million in returns – among the more than $3.59 million gnerated through the Coalition! 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 2020 tax season, please email
EITC Eligibility Requirements for 2019 Tax Limits:
Qualifying Children Claimed
|Single, Head of Household, or Widowed||$15,570||$41,094||$46,703||$50,162|
|Married Filing Jointly||$21,370||$46,884||$52,493||$55,952|
Investment Income Limit
Investment income must be $3,600 or less for the year.
Maximum Credit Amounts
The maximum amount of credit for Tax Year 2019 is:
- $6,557 with three or more qualifying children
- $5,828 with two qualifying children
- $3,526 with one qualifying child
- $529 with no qualifying children
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