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Free Volunteer Income Tax Assistance

New Canaan Library is pleased to announce the free, full-service AARP/VITA/IRS Volunteer Tax Assistance Program is once again available to the community via both on-site personal counseling at New Canaan Library and virtually through a secure internet site. The service is open to all individuals, with special attention to seniors and low to moderate income households. New Canaan Library is pleased to partner in this important service by hosting the tax preparation volunteers and facilitating their work.

On-site preparation in the Library’s Lamb Room will be available on Mondays from 2 p.m. to 7 p.m. beginning January 24, 2022 and ending April 15, 2022.

Appointments are required and can only be made by calling the dedicated phone line at 860-590-8910; the Library cannot book appointments.  The appointment line will begin taking appointments on January 10, 2022.

View a complete list of local volunteer tax assistance sites HERE.

A virtual option is also available and can be accessed via https://simplifyct.org/

Before starting either the on-site or virtual filings taxpayers must have the following types of information available:

Identity Documentation

– Government Issued Photo ID.

– Social Security or ITIN numbers for all taxpayers and dependents.

– Bank account/routing numbers (blank check preferable), if expecting a refund.
All 2021 income report forms received

– SSA1099 if you were paid Social Security benefits.

– W-2(s) from your employer(s).

– W-2G from gambling winnings.

– 1099G from unemployment compensation payments.

– 1099s: Bank interest, stock dividends, retirement distributions, broker statements.

 

Other Important Documents

  • If itemizing deductions, receipts for expenses such as taxes paid (real estate, vehicle) and charitable contributions; and verification of the original purchase price of sold assets (home, stocks).
  • Form 1095-A if health insurance was from the Access Health Connecticut Marketplace.
  • Verification if applicable, including notices from the IRS, of stimulus payments and/or advanced Child Tax Credits received.

And preferably, for reference, a copy of last year’s (TY 2020) return

This program is the nation’s largest, free volunteer-run tax assistance and preparation service and is available to all individual filers regardless of income or age.  During the last full tax season across the nation some 65,000 IRS-certified volunteers provided this service at more than 9,000 sites.