[Nfbmd] tax prep for Montgomery and PG county

Mon Jan 26 14:19:27 UTC 2009

2009 Income Tax Preparation Referral List

SPONSORED BY:  RSVP of Montgomery County; AARP; and US Internal Revenue Service, Maryland Income Tax Division

Free Income Tax Preparation, Offered By Trained Volunteers 

For Middle and Low-Income Montgomery County Citizens with special attention to those age 60 and older. For an appointment Call 240-777-2577

from 9:00 a.m. - 3:00 p.m. Mon.-Fri. beginning January 26, 2009 

Various locations throughout Montgomery County (end of document)

Documents to bring with you to your appointment:

*          Last year's Federal and State tax returns

*          All W2s, 1099s received for the year (interest, dividends, pensions, IRA disbursements, stock sales, etc.)

*          Social Security or Railroad Retirement statements

*          Social Security cards, particularly for children

*          Knowledge of stimulus payment for last year (the amount)

*          Basis for any stock sales (purchase date and cost)

*          Alimony received or paid for the year

*          If " Married Filing Separately," spouse's SSN and knowledge of whether spouse is itemizing expenses

*          Concise list of expenses if you wish to itemize

*          Property tax records

*          Estimated tax payments (Federal and State)

*          Photo IDs for adults

Our tax counselors are volunteers who are trained only to do simple returns.  Therefore, we do not handle returns involving businesses with employees, K-1s, rentals, or "extensive" list of stock sales.

Tess Community Service Center, MCHHS

8513 Piney Branch Road, Silver Spring, MD 20901 

by appointment only Service in Spanish/English 

Appointments will be taken by phone at (301) 565-7675 the appointment line is open Monday - Friday 9:00 a.m. to 4:00 p.m. (more info end of document)

ELIGIBILITY: Must have low to moderate income.  Maximum income no more than $42,000. Does not matter how many members in the family.

1.      Do not have business 

2.      Are employees or self-employed persons with self-employment of a non-business nature, such as domestic workers, construction workers, etc.  Self-employed persons should bring in their records in an organized form.

3.      Do not have rental property.

4.      Reside in Montgomery or Prince George's County.

Montgomery County Community Action Agency, MCHHS
Progress Place 
8210 Colonial Lane, Suite B 
Silver Spring, MD 20901 

By appointment only (301) 565-7451 for an appointment 

Charles Gilchrest Center for Cultural Diversity, MCRec
11319 Elkin Street, Wheaton, MD20902 call 240-777-4940

(see attached files)

Every Sunday beginning February 1st through April 5th, 2009 

from 1:30 to 3:30 pm First-come, first-served.

Requirements: 

*          Individuals with income up to $22,000

*          Families with three or more members with income up to $35,000

*          Bring proof of your Social Security number.

Maryland Taxpayer Service Office <javascript:openScript('/redirect.asp?redirect=http://individuals.marylandtaxes.com/taxhelp/services/freeprep.asp',650,450)>  1-800-638-2937
11510 Georgia Avenue, Suite 190, Wheaton, MD 301-949-6030
For assistance with Maryland forms only: Bring your completed federal return and all W-2 statements and picture ID with you. No appointment is necessary.

Free tax preparation services are available at Volunteer Income Tax Assistance (VITA) <http://www.irs.gov/individuals/article/0,,id=107626,00.html>  sites to help low- and moderate-income taxpayers file their federal and Maryland income tax returns free of charge. Trained volunteers will prepare your returns, make sure you claim all the tax credits to which you are entitled, and even file your returns electronically - for free. 

To find a VITA site in your area, call 410-685-0525 or 1-800-492-0618. Hearing impaired individuals can call TTY 410-685-2159. When calling, please indicate if you plan to file for a prior tax year.

INTERNAL REVENUE SERVICE                1-800-829-1040

IRS Forms and Publications                      1-800-829-3676

DC TAX INFO 202-727-4829 Walk-ins Weekdays 8:15 am - 4:30 pm

941 N. Capitol St, NE Monday-Friday

Penn Branch 3220 Pennsylvania Ave SW, Tues & Thurs 

For those outside Montgomery County ...

NEAREST AARP TAX-AIDE SITE              1-888-227-7669

(give your zip code) or consult Web site    www.aarp.org/taxaide

IRS Volunteer Income Tax Assistance Program

http://www.irs.gov/individuals/article/0,,id=107626,00.html

http://www.communitytaxaiddc.org/pages/page.cfm?id=17&pid=4

FREE INCOME TAX PREPARATION 

OFFERED BY TRAINED VOLUNTEERS

For Middle and Low-Income Montgomery County Citizens

Call 240-777-2577

from 9:00 a.m. - 3:00 p.m. Mon.-Fri.

beginning January 26, 2009 for an appointment. 

BETHESDA

Davis Memorial Library

6400 Democracy Blvd. 

            20817

  Bus lines:  47, J2, J3

BURTONSVILLE

Marilyn J Praisner Library

(formerly Fairland Library)

14910 Old Columbia Pike 

            20866

  Bus lines:  Z6, Z9

CHEVY CHASE

Chevy Chase Library

8005 Connecticut Avenue 

            20815

  Bus lines: 1, 11, L7, L8

GAITHERSBURG

Gaithersburg Library

18330 Montgomery Village Ave.

            20879

  Bus lines:  55, 56, 59

GERMANTOWN

Up-County Regional Serve. Ctr.

12900 Middlebrook Road

            20874

  Bus lines:  61, 83, 98

HOMEBOUND?

Call: 240-777-2577

BUS QUESTIONS?

Ride On: 240-777-7433

Metro: 202-637-7000

  	OLNEY

Olney Library

3500 Olney-Laytonsville Road

            20832

 Bus lines: 52, 53, Y8, Y9, Z2

POOLESVILLE

Poolesville Library

19633 Fisher Avenue

            20837

  Bus lines: 76

ROCKVILLE

Aspen Hill Library

4407 Aspen Hill Road

            20853

  Bus lines: 26

Bauer Drive Community Center

14625 Bauer Drive

            20853

  Bus lines: 48

Rockville Senior Center

1150 Carnation Drive

            20850

  Bus lines: 45

SANDY SPRING

Friends House

17340 Quaker Lane

            20860

  Bus lines:  Z2

SILVER SPRING

Eastern Regional Service Ctr.

3300 Briggs Chaney Rd.

            20904

  Bus lines: 39

Long Branch Library

8800 Garland Avenue

            20901

  Bus lines: 8

Silver Spring Library

8901 Colesville Road

            20910

  Bus lines:  13, 14, 22, Z's

Schweinhaut Senior Center

1000 Forest Glen Road

            20902

  Bus lines:  8

White Oak Library

11701 New Hampshire Avenue

            20904

  Bus lines:  C8, Z2, Z3

WHEATON

Holiday Park Senior Center

3950 Ferrara Drive

            20906

  Bus lines: 38, near Q2, 48

Wat Thai

13440 Layhill Road

20906 

  Bus lines: 26, 39, 49

Wheaton Library

11701 Georgia Avenue

            20902

  Bus lines:  Y7, Y8, Y9

SPONSORED BY:

Retired & Senior Volunteer Program of Montgomery County (RSVP), American Association of Retired Persons (AARP), Internal Revenue Service, Maryland Income Tax Division

SPONSORED BY:  

RSVP of Montgomery County; AARP; and US Internal Revenue Service, Maryland Income Tax Division

SPONSORED BY:  RSVP of Montgomery County, AARP, U.S. Internal Revenue Service, and Maryland Income Tax Division

HOME-BOUND?

Call: 1-468-4179

HOME-BOUND?

Call 301-468-4179

TESS CENTER

FY09 TAX PREPARATION Guidelines

Tuesday evenings by appointment only. The Center will close at 4:00 pm and reopen at 5:00 pm for Income Taxes only.  

ELIGIBILITY:

Must have low to moderate income.  Maximum income no more than $42,000. Does not matter how many members in the family.

1.     Do not have business income to report (for example: people with home businesses, taxi drivers, cosmetic sales, etc.).  The cost of tax preparation is a legitimate business expense that can be deducted.

2.     Are employees or self-employed persons with self-employment of a non-business nature, such as domestic workers, construction workers, etc.  Self-employed persons should bring in their records in an organized form.

3.        Do not have rental property.

4.        Reside in Montgomery or Prince George's County.

5.        SNOW - BAD WEATHER POLICY:  If public schools are closed, or close early, the Tax Program will also be closed.  If evening activities at schools are cancelled, the Tax Program will also be cancelled.

6.        Please do not bring children when possible.

TESS CENTER

MAKING THE APPOINTMENT

Ask the taxpayer if we prepared his/her return last year.  Note in appointment book.

Tell taxpayer what dates and times are available.  Fill earliest hours first, if possible.

Ask how much customer earned during 2008 (rough estimate is okay).  Check guidelines.

Ask which year(s) the taxpayer needs to file.

Explain that taxpayer cannot have rental property or a business.  (Self-employment is okay as long as it is simple, such as domestic workers, day laborers, etc.)

Make appointment using full mailing address since we will be mailing a reminder letter.

Ask taxpayer to bring the following to their appointment (if applicable):

Photo ID for taxpayer such as passport, US Drivers license, State ID card, Military ID card or School ID.

Proof of Address such as driver's license, utility bill, lease or mortgage, bank statement etc.

Social Security cards or Original ITIN card or letter for self, spouse and dependents.  If any of these people do not have a valid SSN or an ITIN: See ITIN Guidelines.

W2 or 1099 Forms for ALL jobs.  If W-2 forms have not been received, the taxpayer should contact the employer and request a copy.  (Make sure employer has the taxpayer's correct address!)  If it is impossible to obtain a W-2 form, the taxpayer should calculate as best as possible the amount earned.  Pay stubs are very helpful in calculating the amount of earnings, taxes withheld, etc.  If staff could help taxpayers do this prior to their appointment, it would be very helpful. 

Taxpayers who are self employed but do not receive 1099 forms or other written statement from their jobs need to calculate how much they have earned during the entire year from all jobs and bring the information in writing. See Self Employment Guidelines.

Statement of Unemployment received in 2008

2008 Interest income for ALL savings (1099-INT) Banks often include the 1099 information as part of the December bank statement.  A letter from the bank is also acceptable.

Copy of 2007 income tax return

If claiming credit for dependent care, also bring the babysitter's name, address and Social Security number

TESS CENTER

SELF EMPLOYMENT INCOME

Taxpayers who are self employed but do not receive a 1099 forms or other written statement from their jobs need to calculate how much they have earned during the entire year from all jobs.

Have this written down all income, preferably by month:

*        How much earned per month

*        Where job was performed

*        How much earned

*        Expenses

*        Who paid them

*        Miles or transportation cost

Bring in any receipts for expenses: gas, uniforms, materials, etc.

TESS CENTER

INDIVIDUAL TAXPAYER IDENTIFICATION NUMBER (ITIN)

1)  IRS has changed the procedures to apply for an ITIN.  

Each applicant MUST demonstrate a federal tax need in order to qualify for the ITIN.  

This means that most applicants will need to send their Federal income tax return with the W7-Application for ITIN.

Each person and each dependent must apply for an individual ITIN number.

2)  TESS VITA Program Procedures for ITIN Applications

Taxpayer makes appointment for TESS for tax preparation at the TESS Center.  The preparer will fill out the ITIN application along with the tax return.

SELF EMPLOYMENT INCOME

Taxpayers who are self employed but do not receive a 1099 forms or other written statement from their jobs need to calculate how much they have earned during the entire year from all jobs  PRIOR to their income tax appointment.

See self employment guidelines.

TESS CENTER

NUMERO DE IDENTIFICACION DE CONTRIBUYENTE INDIVIDUAL PARA EXTRANJEROS (ITIN)

¿Qué es un ITIN?

Es un número de identificación de contribuyente individual para extranjeros (ITIN), que le asigna el IRS (Internal Revenue Service) si usted es extranjero residente (que tiene más de 181 días de estar aquí) que no tiene derecho a obtener un número de seguro social.  También es conocido como "Tax ID number"

¿Cómo solicito mi número de ITIN?

1. Preparar los siguientes documentos:

A.     El formulario W-7

B.     Una copia anotarizada de su pasaporte

C.     La declaración de impuestos 

**Por lo general, usted tendrá que esperar aproximadamente entre cuatro y seis semanas para recibir la carta con su ITIN. 

Los dependientes:

Para declarar a los dependientes (esposo/a, hijos) en sus impuestos, debe pedir un ITIN para cada individual.  Envie un formulario W-7 y una copia anotarizada del pasaporte para cada uno con la declaración de impuestos suya (y su solicitud W-7 y la copia anotarizada de su pasaporte) cuando los envie al IRS.

¿ INDIVIDUAL TAX IDENTIFICATION NUMBER (ITIN)

What is an ITIN?

An ITIN is an individual's taxpayer identification number that is assigned by the IRS (Internal Revenue Service) if you are a resident alien (have lived in the US for more than 181 days of a tax year) who is not eligible for a Social Security Number.  It is also known as "Tax ID number". 

How do I request an ITIN?

1. Prepare the following documents:

A.	W-7 Form
B.	A notarized copy of your passport
C.	Your tax declaration (1040)

**In general, you will have to wait approximately four to six weeks to receive the letter with your ITIN.

Dependents:

In order to declare your dependents (spouse, children), you must request an ITIN for each individual.  Send a W-7 form and notarized copy of the passport for each person along with your tax forms (and your W-7 and notarized copy of your passport) when you mail them to the IRS.

TESS COMMUNITY SERVICE CENTER

8513 Piney Branch Rd., Silver Spring MD  20901

301-565-7675

INCOME TAX APPOINTMENT

DATE: Tuesday, _____________________ TIME:_________

Please bring the following with you:

1.     Official photo ID

2.     Document showing your current address.

3.     Social Security or ITIN cards or ITIN letter for everyone on your tax return

4.     W-2 forms and/or 1099 forms for all employment in 2008

5.     If you have income from 2008 self-employment that is not reported on a W-2 or 1099 form, bring information showing your gross income and expenses.

6.     Statement of Unemployment received in 2008

7.     2007 Interest income for ALL savings (1099-INT)

8.     Copy of your 2007 income tax return

9.     Social Security cards for self, spouse and all dependents.  If claiming credit for dependent care, also bring the babysitter's Social Security number.

Yasmin Reyazuddin 
Information & Referral unit 
Department of Health & human services 
401 Hungerford Drive (1st floor) 
Rockville MD 20850 
Phone 240-777-1245 (info line) 
240-777-1556 (personal line) 
Fax: 240-777-4636 
TTY: 240-777-1295 

Office hours 8:30 am to 5:00 pm 

Languages English, Hindi, Urdu 

This message may contain protected health information or other information that is confidential or privileged. If you are not the intended recipient, please contact the sender by return mail and destroy any copies of this material. 

Thank you.

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