VITA Tax Prep 2024 on the northside

Not familiar with the IRA Volunteer Income Tax Assistance Program?

Here are the basics:

Who are you helping by volunteering for the program?
People who generally make $67,000/year or less, or who have a disability, helping ensure they receive the refunds they are owed (or learn the accurate amount they might owe) without paying for-profit tax return programs, saving them anywhere from $50 - $250!

What kind of support is available for volunteers?
NEHDA is one of several Syracuse-based agencies that offer this service, the most wide-reaching program is PEACE, who also provides training for the volunteers of all other participating agencies (including us!)

Volunteers have access to the senior tax preparers at PEACE, as well as an IRS support line to help ensure everything is prepared correctly. We use an online software that guides preparers through the process and of course all tax returns are double checked by another volunteer.

Sign up to volunteer here.

Starting February 3rd you will be able to book your tax appointment on the Northside for dates between February 18th and March 31st 2025.

for your safety:

  • You must have an appointment

  • Everyone MUST wear a mask at all times.

  • Only the person (or people) who are filing their taxes (and an interpreter if needed) may come into the building.

*If you make between $60,000 and $73,000 you can use MyFreeTaxes.com

bring the following documents with you:

  • Driver’s License, New York State ID or Picture ID for you (and your spouse if filing jointly)

  • Social Security Cards & Birth dates of everyone listed on your tax return

  • Wage & earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers

  • Form SSA-1099 for Social Security

  • Interest & dividends statements from banks (forms 1099)

  • Total paid to daycare & daycare’s Tax ID# (providers Social Security # or business employer ID#)

  • Forms 1095-A, B or C for Health Insurance

  • For sole proprietors/independent contractors, you did not have a business loss, no employees & your business expenses were less than $10,000. Please bring a summary sheet of your gross income.

  • Copy of 2020 federal & state returns, if available

  • For faster returns: Proof of bank account routing and account numbers for direct deposit such as a blank check

  • Education :
    Education Credits (1098-T) 2021 statement of account from an educational institution
    Student loan interest deduction (1098-E)