LTC 031-2013 Free Tax Preparation ® MIAMI BEACH
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OFFICE OF THE CITY MANAGER
NO. LTC # 031 -2013 LETTER TO COMMISSION
TO: Mayor Matti Herrera Bower and Members of the City Commission
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FROM: Kathie G. Brooks, Interim City Manager
DATE: January 31, 2013
SUBJECT: Free Tax Preparation Services for City Residents and Employees
The purpose of this Letter'to Commission (LTC) is to inform you'that the City is again
partnering With the Internal . Revenue Service and VITA (Volunteer Income Tax
Assistance), Program to provide free tax preparation services to our City's residents and
employees.
Free tax preparation services` are provided to individuals and households earning up, to
$51,000 in the 2012 tax year filing the following tax forms:
• Form 1040EZ
• Form 1040A (with Schedules 1, 2, 3, & EIC)
• Form 1040 (with Schedules A, B, EIC & R)
• . Form 1040V
• Form 1040ES
• Form 2441 (Child and Dependent Care Credit)
• Form - 8863 (Education Credits)
• Form 8812 (Additional, Child Tax Credit)
Tax preparers will. be available in the Answer Center, located on the first floor of City
Hall, on the following days and times beginning Saturday, February 2 nd until Saturday,
April 13 th :
• Tuesdays, Wednesdays and Thursdays, 4pm to 7pm
• Saturdays, 9am to 1 pm
Applicants are asked to bring the following documentation with, them to facilitate tax
preparation:
• W -2(s) and /or 1099s
• Valid photo identification
• Social Security card(s)
• Checking account numbers (for those seeking electronic refunds)
Residents and employees are encouraged to call and schedule appointments to
minimize wait times by calling the Office of Community Services at 305.673.7491.
Additional is included on the attached flyer provided in English and Spanish.
If you have any questions or need any additional information, please feel free to contact
me.
C: Executive Staff
M ria Ruiz, Director, Office of Community Services
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aF reTax H e l xes
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Eby Cor inu i4tya VolunteerS!
As volunteers, we are trained using IRS x
m ateria l,
to provide the f oll ow i n g
Will Prepare: Will Not Prepare:
0 Form 1040 EZ ■ Schedule C (Profit or Loss'from Business)
■ Form 1040 A ■ Complicated & Advanced Schedule 0 (Capital Gains
and Losses)
■ With Scheduled, 2, 3 & EIC
■ Schedule E (Rents & Losses)
® Form 1040
■ Form SS -5 (Request for Social Security Number)
.■ With Schedule A, B, EIC & R
■ Form 1040 — V ■ Form 2106 (Employee Business Expenses)
■ Form 3903 (Moving)
■ Form 1040 — ES
■ Form 8606 (Non- deductible IRA)
■ Form 2441 (Child and Dependent Care Credit)
■ Form 8615 (Minor's Investment Income)
E Form 8863 (Education Credits)
■ Form 8812 Additional Child Tax Credit _ 7,`71
see a paid preparer
n . For assistance with compllcateit returns
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IRS a - file is fast .more accurate; secure; and simple.
Miami Beach City Hall
Site amp.
■ 1700_ Convention Center Drive
Location: ((?IRS VOLUNTEERS
For volunteer opportunities or the most
up to date tax products and iidorination
®ayS 02102 - 04/13 Tuesdays, Wednesdays and Thursdays: 4pm - 7pm visit us at: www.irs.gav
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Rolm. Saturdays 9 :00 am to 1:00 pm
IRS
What to Bring: Current year's tax package and or L label. All forms W -2 and 1099's. Information for other income. Information for Department of the Treasury
Internal Revenue Service
all deductions /credits. A copy of last year's lax return. Proof of account for direct deposit of refund (e.g., voided
_ www.ir s.gov
check). Social Security or Individual Taxpayer Identification cards for you,'your spouse, and /or dependents. Proof of P& 3676A,Bi05n(P -10- 0e)
Catalog N umber a °'65"
identification for yourself and /or your spouse.
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Prepararemos: No Prepararemos:
11 Forma 1040 EZ ■ Anexo C (en inglds)'(Ganancia o Pdrdida del Negocio)
■ Forma 1040 Axon el Anexo 1, 2, 3 & EIC ® Anexo D (en ingies) Complicado y Avanzado
■ Forma 1040 con el Anexo A, 8, EIC & R' (Ganancias y Pdrdidas de Capital)
■Forma 1040 - V ■ Anexo E (en inglds) (Rentas y Pdrdidas) J
■ Forma 1040 - ES ■ Forma SS -5 (en inglds) (Solicitud Para el Ndmero del
Seguro Social)
■ Forma 2441 (en inglds) (Hijo(a) y Crddito por el ® Forma 2106 (en inglds) (Gastos Comerciales del
Cuidado de.un Dependiente) Empleado) •
■ Forma 8863 (en inglds) (Crdditos Tributarios por la
Education) ■Forma 3903 (en inglds) (Mudanza)
.■ Forma 8812 (en inglds) (Crddito Tributario Adicional ■Forma 8606 (en inglds) (IRA No- Deducible)
por Hijo(a)) ■ Forma 8615 (en inglds) (Ingreso de Inversion Pequeno)
Para asistentaa con delaaralaones de.ompuestos colnpI"' 'd s,
* favor de wer a un prl:parador. de: impuestoS pagado rt,
O
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La`declaracion de impuestos.electronica del IRS
es rapida, mas exacta, 'segura; y tend 6l .
Hombre del Lugar: Miami Beach City Hal
v Direceift 1700 Convention Center Drive
■ 02/02 to 04/13 Martes, Miercoles y Jueves: 4pm - 7pm (r VDLUNTARID$DELII;S
D' s■ "Para opartunidades de servlr Como
volmrtado, a Para la mss reciente_ - -
_ intormacida delos productos
Sabados 9:00 am hasta 1:00 pm contributivasaIntormacl6n '
H ®ras s visitenes wm.irs.gov
Que tiene que traer: El conjunto de las formas de impuesto del ano actual y o la etiqueta. Todas las formas W -2 y 1099. M IRS'
Information de cualquier otro ingreso. Information de todas las deducciones /cr6ditos. Una copia ry
de su declaration de impuesto del ano pasado. Prueba de la cuenta para el dep6sito directo de °;m a Rwe Serv;
su reembolso (por ejemplo, cheque anulado). Las tarjetas del Seguro Social o el Numero de www .l,a.gov
Identification de Contribuyente Personal para usted, su conyuge, y/o dependientes. Prueba de Rh6876A(ENGSP)(RV IoM
identificaci6n para usted y/o su conyuge. Catalog N umber 30765A