Tax Assistance 2019 tips and helpful information

VITA

VOLUNTEER INCOME TAX ASSISTANCE PROGRAM

Sponsored by the Retired and Senior Volunteer Program

February 1, 2019 – April 18, 2019

Contact:  Allie Hernandez (910) 798-6406

 

New Hanover County Senior Resource Center

2222 SOUTH COLLEGE ROAD

WILMINGTON, NC  28403

Monday-Wednesday-Friday: 9:00 a.m. to 4:00 p.m. No returns started after 4:00 pm.

Tuesday& Thursday: 11:00 a.m. to 6:00 p.m. No returns started after 6:00 pm.

To reduce waiting time for all days, sign-up for blocks of time beginning at 8:00.  You can leave and return 20 minutes before your assigned block of time to complete the required paperwork.

 

New Hanover County Main Library

AARP Tax Aide

201 CHESTNUT STREET

WILMINGTON, NC  28401

Monday thru Friday: 9:30 a.m. to 1:30 p.m.

 

Town of Carolina Beach

300 CAPE FEAR BLVD.

CAROLINA BEACH, NC  28428

Monday thru Friday 12:00 – 4:00 p.m.

Saturday: 8:00 a.m. – 12:00

 

What to Bring

  1. Picture ID, Social Security card (a MUST), and Date of Birth for self, spouse and all dependents.
  2. Wage statements (W-2’s and 1099’s) from all employers.
  3. Pension, Social Security, and/or Railroad Retirement statements.
  4. Interest, dividend, and Brokerage statements.
  5. For itemized deductions: Out of pocket costs for health insurance and medical expenses/Home mortgage interest and real estate property taxes paid in 2018/Charitable contributions
  6. Your 2017 tax return. Bringing it may save you money and time.
  7. Any other tax documents related to 2018.Checking Account routing and account numbers for direct deposit.
  8. All ACA (Obamacare) statements (1095-A, 1095-B, 1095-C) that you received. If you purchased insurance from the Marketplace, you MUST have your form 1095-A in order to do your tax return.

 

What We Can Do and What We Can’t Do

We CANNOT do past year returns or amended returns until March 1, 2019.

Limited to 2017, 2016, and 2015 only.

We CANNOT do Rental Income.

We CANNOT do Clergy returns.

We CANNOT do casualty or theft losses.

We CANNOT do returns with inherited property/stock with the date of death in 2010.

We will do Self-employment, with the following restrictions: Sole proprietor, no employees, no inventory, standard mileage rate only, no home office deduction, and no depreciation.

Schedule C with expenses up to $25,000.00 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.  We CANNOT do returns for any other states.

If you have questions about the VITA program,  please call Allie at 910-798-6406

 

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