Income tax preparation assistance offered, March 14 at library

The United Way of Central Texas will be hosting Volunteer Income Tax Assistance (VITA) with free tax preparation of those households with an income of $64,000 or less per year. IRS certified VITA volunteers will provide basic income tax return services without charge, ensuring 100% of an individual’s tax refund goes directly to that individual without any hidden fees or costs.

The tax preparation event will take place on Thursday, March 14, from noon until 3 p.m. at the Gatesville Public Library located at 111 N. 8^th Street. It will be by appointment only. If you wish to take advantage of this service, please call 254-778-8616 to make an appointment in advance.

For those wanting to participate, the following documents must be brought to an appointment: a photo ID; Social Security card or Individual Taxpayer Identification Number (ITIN) card (for you, your spouse, and all dependents); W-2s; and if applicable, a copy of last year’s Federal Tax return; 1095 – (A,B, or C) proof of health insurance; 1099-G (unemployment insurance benefits); 1099-INT (bank interest); 1098-T (tuition statement); 1098-E (interest on student loan); Notice 1319 (advance child credit); 1099-NEC, 1099-MISC, and/or 1099-K; Checking/savings account statement with bank routing numbers (optional); if you are married filing jointly, your spouse needs to be present at the appointment.

Due to program limitations, they will not prepare the following:

Married Filing Separately; Schedule C with loss, depreciation, or business use of home; Complicated Schedule D (capital gains and losses); Form SS-5 (request for Social Security Number); Form 8606 (non-deductible IRA); Form 8615 (child taxed at parent’s tax rate); Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding); Parts 4 & 5 of Form 8962 (premium tax credits).