AUGUST 25, 2020 UPDATE: United Way Erie FREE Taxes has resumed tax preparation services. If you have a 2019, 2018, or 2017 federal tax return or amended return that needs to be prepared, please call 814-456-2937 for more information.
If you need help to apply for the Property Tax/Rent Rebate, contact the local office of the PA Department of Revenue at 814-871-4491, or your State Representative’s office. The deadline for submitting an application has been extended to Dec. 31, 2020. If you have questions about your 2019 local income tax return, you may call the local Berkheimer office at 814-455-2710 or 814-833-4870.
Items You Need To Bring To The Vita Site To Have Your Tax Returns Prepared:
Picture ID for each tax filer
*Note: acceptable ID types: valid driver’s license, employer ID, state-issued photo ID, military-issued photo ID, federal government photo ID, U.S. passport, visa, school photo ID
Social Security card for everyone listed on your tax return (original, photocopy, or electronic), or a SS# verification letter issued by the Social Security Administration, or an SSA-1099 statement , or a Medicare card that includes the letter A after the SS#, or an SSA document showing only the last 4 digits of the SS#, or an IRS-issued ITIN card or letter.
*Note: Without the necessary social security documentation, an appointment will not be made until the document/card has been obtained.
Form 1095-A if you purchased health insurance through the Health Insurance Marketplace
Birth dates for everyone listed on the tax return
All income statements: Forms W-2, 1099; Social Security, unemployment; other income statements such as pensions, stocks, interest; docs showing taxes withheld
All records of expenses such as mortgage interest, tuition, real estate taxes
A copy of last year’s federal and state tax returns if available
A voided or blank check to verify bank routing and account numbers for Direct Deposit
Total paid for daycare provider and daycare provider’s name, address, employer
Identification Number or SS#
If Any Of The Following Apply To You, Take Documentation With You:
Alimony paid or received
Any notices received from the IRS
Property Tax Bills
College tuition and student loan interest statements (form 1098-T)
Additional forms of income such as: prizes and awards, scholarships, lottery/gambling winnings.
If filing jointly, both filer and spouse must be present to sign.
It is extremely important that each person uses the correct Social Security Number. The most accurate information is usually located on your original Social Security card. If you do not have an SSN for you or a dependent, you should complete Form SS-5, Social Security Number Application. This form should be submitted to the nearest Social Security Administration Office.
Resource materials are available for your employees that will introduce them to free tax preparation services through United Way Erie FREE Taxes. In addition to completing federal, state, and local returns at no cost to eligible individuals, Erie FREE Taxes also assists eligible lower-income workers claim the Earned Income Tax Credit.
EITC/VITA program outreach materials are available for the upcoming tax filing season, free of charge, for distribution to your employees and consumers and for posting in common areas of your workplace. You will be notified when your order is available for pick-up. If you require delivery, please email Cheryl Bates at email@example.com.
For more information, contact Cheryl Bates, 814-456-2937, ext. 236.