VITA TAX CENTER – FREE VOLUNTEER TAX PREPARATION
CRPIC provides free digitally prepared and filed federal and state tax returns for eligible low to moderate income individuals and families. The VITA Center operates each tax season from late January to April 15th and is staffed by IRS-certified volunteers. Our volunteers are required to re-certify each tax season and pass certification exams through the advanced level ensuring highly skilled preparers. CRPIC annually submits an average of 750-800 returns for MetroWest households, many of which are repeat filers. Taxes are prepared by appointment with clinics typically running one or two weekday evenings between 4-8 pm, and on Fridays and Saturdays between 10 am and 6 pm. Spanish and Chinese speaking preparers are available during specific clinics. To learn more about the program, your eligibility, or to make an appointment, call 781-891-9559, x206.
Tax Appointment Instructions and Checklist
If you have already scheduled an appointment, please review these instructions and the checklist of documents you need to bring.
- We will send you an Intake Form 13614-C. You need to complete pages 1-3 before you come in for your appointment. Please make sure you bring this completed form with you.
- Please make sure you bring all of the items below to your appointment:
- Intake Form 13614-C with pages 1-3 filled out
- Photo ID for each taxpayer
- Social Security Cards for all of the people claimed on the return (For example, if you are married and filing jointly and have two children, you will need to bring 4 Social Security cards: one for you, one for your spouse and one for each of your two children). An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number.
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
- Any unemployment compensation (form 1099G)
- Interest and dividend statements (Forms 1099)
- All Forms 1095-A/B/C and Forms 1099-HC, Health Insurance Statements
- Health Insurance Exemption Certificates, if received
- Copies of last year’s returns, if available
- Your checkbook (If you want your refund deposited electronically.)
- Total paid for daycare provider and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
- Student loan interest payments (1098-E) or other interest (form 1098)
- Expenses you paid for education (Form 1098-T), Massachusetts rent, EZ-Pass, and weekly/monthly MBTA passes.
- If you are married and filing jointly, both you and your spouse will need to be present to give us signed
permissions to e-file your tax returns.