Where
Monticello
235 N Tryon Street
Charlotte, NC 28202
Upcoming
10:30 a.m. Friday, March 1, 2013
Categories
Literary,
Neighborhood | Community,
Library
Age Group(s): Adults, Seniors
Start Time: 10:30 AM
End Time: 12:30 PM
Learn how to e-file your own tax return with help from trained volunteers. Computer and internet knowledge is required. Documents you must bring are listed under "More Information". Space Limited.
Library: Main Library
Location: JHC- Computer Lab A
Other Information:
Who Qualifies?
Individuals or families with a combined income under $57,000 in 2012
What is required?
· Valid e-mail address
· Valid Social Security Number or Individual Taxpayer Identification Number for each individual that is listed on the return, including dependents
· Prior year (2011) Electronic Filing Pin or Adjusted Gross Income is needed to E-file the tax return. If filing your return married filing jointly a PIN is also required for the spouse. You can locate this information by contacting the Internal Revenue Service at 1-866-704-7388 or visit www.irs.gov. From the IRS website type in the search box, Electronic Filing Pin and click on the link for Electronic Filing Pin-Help. The temporary PIN is used by the IRS to verify your identi-ty when you e-file.
· No foreign income
Additional items you need to bring to class to prepare your own free tax return:
· Birth dates for you, your spouse and all dependents listed on the tax return
· All income documents (Form W-2, W-2G, 1099-R, 1099-SSA, etc.)
· Interest and dividend statements from banks (Form 1099-INT, Form 1099-DIV)
· Total Amounts of itemized deductions (charitable contributions, auto taxes paid, other property taxes, medical expens-es, mortgage interest and real estate taxes paid, etc.)
· Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number), if appropriate
· Student Loan Interest Statement (Form 1098-E)
· Qualified expense document for the education tax credits (Form 1098-T)
· A copy of last year's federal and state returns, if available
· Proof of bank account routing numbers and account numbers for Direct Deposit (example: voided check)
Types of returns that will not be prepared at class:
· Schedule C or Schedule C-EZ
· If self-employed please contact Community Link at (704) 761-8482 to check if you qualify to have your tax return pre-pared for free at a local Volunteer Individual Tax Assistance (VITA) Site
Contact: Mimi Curlee
Contact Number: 704-416-0106
Presenter: Family Financial Literacy Coalition
Status: Openings (12)
You're Almost Done!
Select a display name and password
{* #socialRegistrationForm *} {* socialRegistration_displayName *} {* socialRegistration_emailAddress *} {* traditionalRegistration_password *} {* traditionalRegistration_passwordConfirm *}Tell us about yourself
{* registration_firstName *} {* registration_lastName *} {* registration_postalZip *} {* registration_birthday *} {* registration_gender *} {* agreeToTerms *}