Everything you need to know about our VITA Tax Program 2017

Volunteer Income Tax Assistance (VITA), Available February 1-April 18, 2017

The VITA Program offers free tax help to low-and moderate-income persons with a focus on those 60 and older. IRS-certified volunteers provide free, basic income tax return preparation with electronic filing to qualified individuals in New Hanover County. Volunteers are able to inform about special tax credits, such as Earned Income Tax Credit, Child Tax Credit, and Credit for the Elderly or the Disabled.

Tax assistance locations in New Hanover County:

  • New Hanover County Senior Resource Center (2222 S. College Road)
    • Hours: Mon., Wed. & Fri., 8:30 a.m.-4 p.m.; Tues. & Thurs., 10:30 a.m.-6 p.m.
  • New Hanover County Main Library (201 Chestnut Street)
    • Hours: Mon.-Fri., 9:30 a.m.-1:30 p.m
  • Town of Carolina Beach (300 Cape Fear Blvd.)
    • Hours: Mon.-Thurs., noon-4 p.m.; Sat., 8 a.m.-noon

What to Bring:

  1. Picture ID, address and local phone number.
  2. Wage statements (W-2’s and 1099’s) from all employers.
  3. Retirement, Social Security, and/or Railroad Retirement
  4. Interest, dividend, and Brokerage statements.
  5. Social Security card and Date of Birth for self, spouse and all dependents.
  6. The $$$ amount of home mortgage interest and real estate property taxes you paid in 2015. Applies to itemized tax returns.
  7. Charitable contributions.
  8. Your 2014 tax return.
  9. Any other tax document related to 2015.
  10. Checking Account information, routing number and account #.
  11. New for 2015 – Affordable Care Act document: Bring 1095-B or 1095-C if you received these documents. You will need your Form 1095-A that you received from the exchange. If you purchased health insurance through the exchange.

 

Details specific for the Senior Resource Center:

  • To reduce waiting time, the Senior Resource Center has sign-up blocks of time (not appointments) beginning at 8:00 am each day.  You can be in line here when the doors open at 8am, sign up for a block of time, leave, then return 20 minutes before your assigned block of time to complete the required paperwork. If you return past the time you signed up for you will be placed at the end of the list.
  • This is a free service provided by trained volunteers in the VITA program. Our main goal is to prepare and file taxes for senior citizens aged 55 and older who have very little money. We will help those who makes less than $54K per year but the program works best when we help seniors who cannot afford to pay for preparation and filing. If you would like to make a donation: Make out your check to New Hanover County Senior Resource Center and put “VITA” in the memo section of the check. Cash donations are also welcomed.
  • Lines are longest during the first five days and last five days of tax preparation. We encourage residents to be proactive and not wait until the last day, because people may be turned away if appointments are full. Mid-March is an ideal time to come for the shortest lines.
  • Tax preparer’s do not have access to a phone. You will have to come into the Center to have any questions answered. Also, please turn your cellphones to vibrate inside the Center and take any calls outside.
  • Parking is at a premium during this time, so please be patient as you find a place to park. The main road to the center goes past the Hoggard High School student parking lot. It is especially hard to get through the traffic from 8am – 8:30am and 3:30pm – 4:00pm.
  • Snacks are for sale (candy bars/potato chips) in the intake room. This and all donations help feed VITA volunteers and provide a recognition luncheon at the end of tax season. Coffee & iced tea are available in the Friendship Café. Lunch service is offered, with a suggested $1.50 donation, and reservations are required 24 hours in advance by calling 910-798-6420 the day prior.  If reservations are not made in advance, you are welcome to dine with us if there is food available.
  • Once you arrive and secure a block of time for your tax preparation, you may leave and come back 20 minutes prior to your scheduled time. You are welcome to stay at the Center during this time if you have registered with our Center (filled out a blue form) and are 55 or older. Treadmills and exercise equipment, a game room, and more are available while you wait. Children are not allowed on the equipment at any time.
  • If you have questions about the VITA program (not specific tax questions) please call Valerie at 910-798-6406.

 

What We Can’t Do:

  • We CANNOT do past year returns or amended returns until March 1.
  • We CANNOT do Rental Income.
  • We CANNOT do Clergy returns.
  • We CANNOT do casualty or theft losses.
  • We CANNOT do returns with inherited property or stock, when the date of death was in 2010.
  • We CANNOT do returns for any state except North Carolina.

 

What We Can Do:

  • We will do Self-employment, with the following restrictions:
    • Sole proprietor, no employees, no inventory, and standard mileage rate only, no home office deduction.
    • Schedule C-EZ with expenses up to $5,000.00, and cannot show a loss.
    • Schedule C with expenses up to $10,000.00 and cannot show a loss.
  • We will do SIMPLE K-1’s as follows:
    • K-1 shows only interest, dividends and qualified dividends, capital gains, and royalties.
  • We will do North Carolina returns.

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2222 South College Road • Wilmington, NC 28403 • Phone 910-798-6400 • Fax 910-798-6411