Friday, May 8, 2009
Saturday, April 18, 2009
Report on April 15, 2009 Special Tax Preparation Session
7 volunteers at VITA @ Milpitas Public Library prepared 16 returns and 1 extension on April 15, 2009 from 5:00pm-8:30pm. Envelopes, postage and personal pickup provided by United Way saved Taxpayers from the last minute trip to the post office to mail their completed returns before the midnight deadline. Because of broad publicity, ABC affiliate KGO-7 was present to interview taxpayers and filmed volunteers helping taxpayer which was televised on the 11 o'clock news.
We could not help several taxpayers because their returns were out of scope. One of them was for Option Exercise income, a second with a large 1099-Misc income, and a third without a W-2, but only a final paystub. We also distributed tax forms, including some that were not commonly used and had to be printed off from a tax forms database.
One special service we provided was explaining why it was important to file the return before the deadline, and the different options for making payments. It appeared that the lowest cost option was requesting a short term textnsion of time to pay.
We could not help several taxpayers because their returns were out of scope. One of them was for Option Exercise income, a second with a large 1099-Misc income, and a third without a W-2, but only a final paystub. We also distributed tax forms, including some that were not commonly used and had to be printed off from a tax forms database.
One special service we provided was explaining why it was important to file the return before the deadline, and the different options for making payments. It appeared that the lowest cost option was requesting a short term textnsion of time to pay.
Thursday, April 16, 2009
Wednesday, April 15, 2009
Special April 15, 2009 session
There will be an additional tax preparation session of VITA @ Milpitas Public Library on the last day of the tax season to provide last minute help.
Since it is a weekday, we do not have the full strength of available volunteers. To get returns completed and on their way by midnight April 15, 2009, we will focus on preparing extensions and simple returns, and printing off needed tax forms. We will also be able to provide tax forms as needed.
The complexity of returns processed will be limited. Returns with W-2, Social Security Income, 1099-INT and 1099-DIV will be prepared. Returns with 1099-MISC, Schedule C-EZ, Schedule C, Schedule D, and Schedule E will not be prepared. Others may be prepared as time and volunteer availability permits.
Priorities will be to file extensions, simple returns, tax forms, answering questions, and more complex returns in that order. Service times are 5:00 - 8:30 pm as announced in the Milpitas Post of April 9, 2009. (Note that the time of 3:00 - 8:00 pm shown in the San Jose Mercury News announcement is not correct)
While we are glad to file extensions for you, we will not be able to complete your returns at a later date at this site. As in the past years, there will be sites open in Santa Clara County after the season ends, beginning in mid May, to help you get your returns completed. Dates, times and places will be announced on http://www.vita-volunteers.org/ and related blogs.
Since it is a weekday, we do not have the full strength of available volunteers. To get returns completed and on their way by midnight April 15, 2009, we will focus on preparing extensions and simple returns, and printing off needed tax forms. We will also be able to provide tax forms as needed.
The complexity of returns processed will be limited. Returns with W-2, Social Security Income, 1099-INT and 1099-DIV will be prepared. Returns with 1099-MISC, Schedule C-EZ, Schedule C, Schedule D, and Schedule E will not be prepared. Others may be prepared as time and volunteer availability permits.
Priorities will be to file extensions, simple returns, tax forms, answering questions, and more complex returns in that order. Service times are 5:00 - 8:30 pm as announced in the Milpitas Post of April 9, 2009. (Note that the time of 3:00 - 8:00 pm shown in the San Jose Mercury News announcement is not correct)
While we are glad to file extensions for you, we will not be able to complete your returns at a later date at this site. As in the past years, there will be sites open in Santa Clara County after the season ends, beginning in mid May, to help you get your returns completed. Dates, times and places will be announced on http://www.vita-volunteers.org/ and related blogs.
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