Vita Free Tax Preparation Service

Vita Free Tax Preparation Service

 For the past decade, CBT College has participated in the IRS’s Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs to support the community with free tax preparation services. Both programs focus on helping low-to-moderate-income individuals, persons with disabilities, senior citizens, and limited English speakers who generally make $57,000 or less in preparing their tax returns.

For Filling Season 2021, the IRS designated the CBT College Flagler Main Campus – located at 8230 W. Flagler Street, Miami, Florida 33144 – as the FSA (Facilitated Self Assistance) Stand Alone site for the VITA/TCE programs.

In this location, identified as CBT College Miami FSA, taxpayers will have the opportunity to self-prepare their federal and state tax returns using the MyFreeTaxes software. At the same time, certified volunteers will assist them with tax law questions.

The free tax preparation services will be provided by appointment only, Tuesdays and Thursdays between 12 and 3 pm at the Flagler Main Campus. Schedule your appointment today. Call (786) 693-8802 and prepare the required documents.

If you need more information, please send an email to Katherine Garrido, CBT College Miami FSA Site Administrator ( katherine.garrido@cbt.edu )

WHAT TO BRING:

*For married filing joint, both spouses must be present

• All forms W-2 and 1099’s
• Information for other income
• Information for al deductions/credits
• A copy of last year’s tax return
• Proof of account for direct deposit of refund (e.g., voided check)
• Social Security or Individual Taxpayer Identification cards for you, your spouse, and/or dependents.
• Proof of identification for yourself and/or your spouse.
• Total paid to day care provider and their tax ID number
• Birth dates for you, spouse and dependents on the return
• Proof of foreign status if applying for ITIN

VITA VOLUNTEERS ARE TRAINED AND TESTED IN CURRENT TAX LAW USING IRS MATERIAL TO PROVIDE THE FOLLOWING SERVICES:

• Form 982, Cancellation of Debt (limited)
• Form 1040EZ, 1040A, 1040
• Schedules A, B, D, C-EZ, EIC, R, SE
• Schedule E, Supplemental Income and loss (limited)
• Schedule C, Profit or loss from Business (limited)
• Form 1040-V (balance due returns)
• Form 1040- ES (estimated tax payments)
• Form 2106, Employee Business Expense (limited)
• Form 2441 (child and dependent care credit)
• Form 3903, Moving Expenses (limited)
• Form 5329, Additional Taxes on Qualified Plans (including
• (IRAs) and Other Tax-Favored Accounts (part 1)
• Form 5405, First Time Homebuyers
• Form 8863 (education credits)
• Form 8880 (credit for qualified retirement savings contributions)
• Additional Child Tax Credit
• Form 8888 (allocation of refund)
• Form 8889 (health savings accounts) limited
• Form 8949 (Sales and other Dispositions of Capital Assets)
• Form 1 040-X, Amended Returns (limited)

TAXES WE ARE UNABLE TO PREPARE:

• Schedule C with losses
• Complicated & advanced Schedule D (capital gains and losses)
• Form SS-5 (request for social security number)
• Form 8606 (non-deductible IRA)
• Form 8615 (minor’s investment income)
• Form SS-8 (determination of worker status for
• purposes of federal employment taxes and income tax withholding)