Volunteer Income Tax Assistance Program
The Tax and Estate Planning Association at Washburn University School of Law will again assist individuals and families in the community with preparing and filing their tax returns for the 2015 tax year (to be filed by April 18, 2016). Families and individuals grossing $54,000 or less are eligible for the VITA program. All returns will be filed electronically with the IRS.
Tax assistance is being provided this year at Washburn University School of Law (Law Library, 1st Floor, Room 125) (see map to Washburn Law) on Saturdays beginning January 30 and ending April 16, 2016, from 9 a.m. to 5 p.m. (doors close at 4:00 p.m.). No appointments are scheduled, but please note that clients are helped on a first-come, first-served basis.
Affordable Care Act: Taxpayers should bring documentation of health insurance coverage for all persons on the tax return or reasons for/proof of an exemption from coverage.
Also, the following tax information, as appropriate, is needed to complete tax forms:
- REQUIRED: Birth dates and verification of social security number (SSN) for the taxpayer, spouse and any children born in the household on or before December 31, 2015. SSN verification can be a social security card or an official document from Social Security containing the FULL social security number.
- REQUIRED: Photo ID for the primary taxpayers on the return.
- REQUIRED: If a person plans on filing a joint tax return with their spouse, their spouse must physically come with them to the site or a power of attorney allowing the filing spouse to file the joint return must be completed.
- PREFERRED: A copy of your 2014 tax return.
- REQUIRED (if applicable):
- W-2 forms from all 2015 jobs.
- 1099-G form, if you received unemployment insurance benefits or a state refund in 2015.
- 1099-INT, if you received interest paid by a financial institution in 2015.
- All other 1095 (health insurance), 1098 and 1099 forms.
- Any statements received from a mortgage company during 2015.
- Any notices sent to the worker by the IRS in 2015.
- Workers with Individual Taxpayer Identification Numbers (ITINs) should bring the ITIN card sent to them by the IRS. Workers need either an ITIN or a SSN for the Child Tax Credit.
- W-2 G Gambling Income
- 2015 Property Tax Form if claiming the Homestead Credit.
- Voided check or savings account number where a refund will be direct deposited. No deposit slips.
See the 2016 Free Income Tax Assistance brochure (357 KB PDF; requires Adobe Acrobat Reader) for more information and other Shawnee County tax assistance times and locations, and the Topeka and Shawnee County Public Library website for more information about filing federal and state income taxes and tax forms.