Appointments now can be made for the tax assistance program at Weatherhead School of Management, in which volunteers prepare basic federal and state income tax returns for residents of Cuyahoga County with incomes less than $49,000. The program provides electronic filing of returns prepared by volunteers who are IRS-trained and certified.
Appointments can be scheduled online or by email for Feb. 1, 8, 15 and 22 from 1 to 5 p.m. each day and March 1, 22 and 29 and April 5 and 12, from 2 to 5 p.m. each day. All appointments will be held in the Peter B. Lewis Building room 03, except for Feb. 22 appointments, which will take place in room 401.
If filing jointly, both individuals must be present in order to e-file; otherwise a paper form will be available to take home and sign.
Interested persons should bring the following:
- Photo ID
- W-2 forms for all wages earned in 2012, 1098, 1099, 1042-S, 8233 or W-9 forms
- Social Security card, SSN Statement or SSA-109 or Individual Taxpayer Identification Number – ITIN for all listed on return
- Birth dates for all listed on the return
- Copy of last year’s federal and state returns
- Any other relevant tax information about income and expenses including any correspondence received from the IRS in 2012
- Bank account number and bank’s routing number for e-file direct deposit
- Adjusted Gross Income (AGI) (listed on prior return or can get from IRS).
For more information, contact Janice Liu at 216.785.1790 or Bairong Zhang at 216.678.0831 or email weatherheadtaxprogram2013@gmail.com. Visit surveymonkey.com/s/LCFVF99 to make an appointment. Chinese-speaking tax preparers are available.