INCOME TAX PREPARATION AT NEW CANAAN LIBRARY
The Volunteer Income Tax Assistance (VITA) program is sponsored by the New Canaan Library and the Internal Revenue Service. The local program is again being coordinated by volunteer, Ruth Kelley, former management executive with the Travelers Group. Chani Sra, a veteran preparer from New Canaan , will be coordinating electronic preparation of returns. Other volunteers contribute a variety of financial experience to the program. Also from New Canaan are Peggy Hooker, Hal Erichs, Paul Howes, Joe Busack and Ellen Gaw. Preparer Bill Cox is a Darien resident.
All volunteers are completing current training and an examination certifying them for participation in the program. Tax returns will be computer prepared and filed electronically (E-filing). Volunteers will help taxpayers who are elderly, have disabilities, are non-English speaking or are in lower income brackets. The program is intended to assist persons with standard tax forms. People with business returns or complicated returns involving multiple capital gains/losses (Schedule D) or limited
partnerships (Schedule K-1), should seek assistance from professional tax accountants. Casualty losses from storm damage are not in the scope of this program.
A printed copy of the electronic return will be given to the taxpayer when the return is prepared. Social Security cards for all filers and dependents are required. A photo ID is also needed. To file Joint returns both husband and wife must attend the tax session.
Persons seeking help should come with:
- a copy of last year’s return
- wage and earnings Statements (Form W2) from employers
- interest, dividend and pension statements
- Social Security statements
- other relevant information about income, deductions and expenses
Appointments are necessary for tax assistance and can be made by calling the New Canaan Library at 203- 594- 5003