The Weatherhead Tax Assistance Program will help Cuyahoga County residents with an income of $49,000 or less prepare basic federal and state income tax returns. 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. 10 and 24, March 2, 23 and 30 and April 6, from noon to 5 p.m. each day. The program will be held at Weatherhead School of Management.
The site can file for those who received a 1099-C, but cannot file amended returns or prior year returns. 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. A parent may file for a minor child.
Interested persons should bring the following:
- Photo ID
- W-2 forms for all wages earned in 2011, 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
- Documentation of total paid for child care and child care provider’s Social Security or Employer ID number
- Any other relevant tax information about income and expenses including any correspondence received from the IRS in 2011
- 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 email weatherheadtaxprogram@gmail.com. Visit www.surveymonkey.com/s/M3XNS99 to schedule an appointment.