No Cost Tax Prep for 2020

Get Ready for Tax Season

Expected start date for SEVCA clients is January 25, 2021

• The Volunteer Income Tax Assistance (VITA) program offers free tax help to people who generally make $57,000 or less
• and Persons with disabilities;
• and Limited  English-speaking taxpayers

Upper Valley - call 802-722-4575 for more details or a qualified tax client can visit The Windsor Resource Center, 1 Railroad Ave, Windsor, VT 05089.

Site will contain a locked drop-box provided by SEVCA.  Client to schedule an appointment with a sign in sheet, accurately filled out intake documents and provide all tax back-up including a copy of drivers licenses and ss cards for all listed on the tax return. The tax client can securely put into a provided tax envelope identifying the tax clients name written on it and drop into the drop box.

Southeastern Vermont - call 1-800-464-9951 or 802-72-4575 – Location - SEVCA in Westminster

Site will contain a locked drop-box provided by SEVCA.  Client to schedule an appointment with a sign in sheet, accurately filled out intake documents and provide all tax back-up including a copy of drivers licenses and ss cards for all listed on the tax return. The tax client can securely put into a provided tax envelope identifying the tax clients name written on it and drop into the drop box.

Please give your name, address, phone #, email address and specifics relative to your tax preparation as well as a copy of the previous year’s tax return if it was not done by SEVCA.  We will prepare a Homestead filing only; Renter’s Rebates only; Federal Return and State(s) Returns to be done other than NH (no state return needed in NH for persona unless interest and dividend income).

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In order for us to prepare your tax return, you MUST bring the following:

• If mailed to you, the intake questionnaire must be filled out prior to your drop-box appointment.

• Proof of identification (photo ID) for filing (if joint filing photo id for each)
• Social Security cards for you, your spouse and each of your dependents 
• An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your

• Dependent(s) if you do not have a Social Security number

• Proof of foreign status, if applying for an ITIN
• Birth dates for you, your spouse and dependents on the tax return
• Reconciliation of Stimulus Premium Tax Payment form from COVID-19 Care’s Act payment
• Grant income is taxable and if received grant income due to the Care’s Act, must provide documentation.
• Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers or SSA 1099s for retirement or disability statements
• Interest and dividend statements from banks (Forms 1099)
• Copies of last year’s tax return both IRS and state, if applicable & available
  • If VT resident, Vermont Homestead Declaration – copy of tax bill
  • If VT resident, Renter’s Rebate – Landlord Certificate(s)
• Proof of bank account routing and account numbers for direct deposit such as a blank check and/or Savings account information if want to join the SAVE YOUR REFUND Contest. (to qualify – must have $50 or more deposited into a separate savings account)
• To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms

• Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or Business Employer Identification Number
• Health Insurance Information – Vermont or any other State Health Connect Marketplace premium paid insurances must include Forms 1095-A.   All others 1095B and C or proof of health insurance