LTC 039-2018 Free Tax Preparation ServicesMIAMI BEACH
OFFICE OF THE CITY MANAGER
NO. LTC #
039-2018
TO:
FROM:
DATE:
SUBJECT:
LETTER TO COMMISSION
Mayor Dan Gelber and Members of t e City Coission
Jimmy L. Morales, City Manager
January 29, 2018
Free Tax Preparation Services
The purpose of this Letter to Commission is to advise you that the City is again offering free tax
preparation services February 1St through April 13th for residents and employees whose
household income does not exceed $54,000.
Tax preparation services are being offered by appointment only in the Office of Housing and
Community Services (located at 555 17 Street) in partnership with Branches, Inc. and the
Internal Revenue Services via the Volunteer Income Tax Assistance (VITA) program.
Information about the VITA program is attached in English and Spanish.
Residents and employees who would like tax preparation services should call the Office of
Community Services at 305.673.7491 to schedule an appointment. Tax preparation services will
be offered Tuesdays, Wednesdays and Fridays during tax season. Residents and employees
are reminded to bring the following documents to their appointment:
• Their valid government -issued identification card
• Social Security card for all persons declared as dependents
• All 2017 W -2s, information for other income
• Proof of account for direct deposit of refund
• Forms 1095-A, B or C (ACA Statements)
• Total paid to day care provider and their tax ID number
• Copy of last year's tax return
• Identity theft pin (if applicable)
in the tax return
Last year, more than 200 households benefited from the free tax preparation service.
If you have any additional questions, please feel free to see me.
IRS
IRS Certifiec
Volunteers Providing
FREE TAX PREPARATION
IRS VITA/TCE return preparation sites are operated by certified volunteers. Site operating hours and
services offered may be limited. In addition, by law, some sites provide priority services to seniors. Please
be advised that you may not be immediately served. Your patience and understanding are appreciated.
Will Prepare
• Wages, salaries, etc. (Form W-2)
• Interest Income (Form 1099 -INT)
• Dividends Received (Form 1099 -DIV)
• State Tax Refunds (Form 1099-G)
• Unemployment Benefits (Form 1099-G)
• IRA Distributions (Form 1099-R) -
• Self-employed Income (Form 1099-MISC) limited
• Gambling Winnings (Form W -2G)
• Cancellation of Debt (Form 1099-C) limited
• Health Savings Accounts (Form 1099 -SA) limited
• Itemized Deductions limited
• Pension Income (Forms 1099-R, RRB-1099, CSA -1099)
• Social Security Benefits (Form SSA -1099)
• Simple Capital Gain/Loss (Form 1099-B)
• Sale of Home (Form 1099-S) limited
• Education Credits (Form 1098-T).
• Child Tax Credit
• Earned Income Credit
• ACA Statements (Forms 1095-A, B or C)
• Prior Year and Amended Returns limited
Will Not Prepare
• Schedule C with losses
• Complicated Schedule D (capital gains and losses)
• Form SS -5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8615 (minor's investment income)
• Form SS -8 (determination of worker status for purposes of
federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Premium Tax Credits)
Please see a
professional preparer
for assistance with
complicated returns.
What to Bring
• For married filing joint, both spouses must be present
• All Forms W-2 and 1099
• Information for other income
• Information for all deductions/credits
• A copy of last year's tax return
• Proof of account for direct deposit of refund
• Social Security cards or Individual Taxpayer Identification
notices/cards for you, your spouse, and/or dependents
• Proof of identification for yourself and/or your spouse
• Total paid to day care provider and their tax ID number
• Birth dates for you, spouse and/or dependents on the
return
• Proof of foreign status if applying for ITIN
• Forms 1095-A, B or C (ACA Statements)
• For prior year returns, copies of income transcripts from
IRS (and state, if applicable)
IRS a -file is fast, more accurate, secure, and simple.
Publication 3676-B (EN -SP) (Rev. 10-2015) Catalog Number 66118R Department of the Treasury Internal Revenue Service www.Irs,gov
IRS
PREPARACION DE IMPUESTOS GRATUITA
nor Voluntarios Certificac
os
nor el IRS
Los sitios de asistencia gratuita de preparation de impuestos del IRS VITA/TCE son operados por voluntarios
certificados. Las horas de operation y servicios que se ofrecen pueden ser limitadas. Ademas, por ley, algunos
de estos sitios pueden dar prioridad a personas de tercera edad. Por favor entienda que tal vez no sera atendido
inmediatamente. Apreciamos su paciencia.
Prepararemos
• Salarios, Sueldos y Otros Ingresos (Formulario W-2)
• Ingresos de Intereses (Formulario 1099 -INT)
• Dividendos y Otras Distribuciones (Formulario 1099 -DIV)
• Arreglos de Ahorros para la Jubilation (Arreglos IRA) (Formulario 1099-R)
• Reembolsos de Impuesto Estatal (formulario 1099-G)
• Beneficios por desempleo (Formulario 1099-G)
• Planes de Jubilation, Pensiones y Anualidades (Formularios 1099-R, RRB-
1099, CSA -1099)
• Beneficios del Seguro Social (Formulario SSA -1099)
• Ganancias y Perdidas Simples (Formulario 1099-B)
• Venta de Vivienda (Formulario 1099-S) Limitada
• Ingreso para personas que trabajan por cuenta propia ( Formulario 1099-
MISC) Limitada
• Gananclas de Juegos y Apuestas (Formulario W -2G)
• Cancelaci6n de Deuda (Formulario 1099-C)
• Cuenta de Ahorros para Gastos Medicos (HSA) (Formulario 1099 -SA)
Limitada
• Deducciones Detalladas Limitada
• Creditos Tributarios por Estudios (Formulario 1098-T)
• Credito Tributario por Hijos
• _Credito_por Ingreso del Trabajo (EIC)
• ACA Declaraci6n del Mercado de Seguros Medicos (Formularios 1095 A, B
o C)
• Declaration Atrasada y Enmienda de Declaraci6n de Impuestos Limitada
No Prepararemos
• el Anexo C, en ingles; para contribuyentes que declaren perdidas
• el Anexo D (ganancias y perdidas de capital), en ingles, si es complicado
• el Formulario SS -5 -SP (solicitud para una tarjeta de Seguro Social)
• el Formulario 8606 (planes individuales de ahorro para la jubilation (IRA) no
deducibles), en ingles
• el Formulario 8615 (ingreso de inversiones de hijos menores de edad), en
ingles
• el Formulario SS -8 (determination del estado de empleo de un trabajador
para.propesitos de los impuestos federales sobre la nemina y la retention
del impuesto sobre el Ingreso), en ingles
• Parte 4 y 5 de la Forma 8962 (Creditos Tributario de Prima)
Por favor, consulte con un
preparador profesional
si necesita ayuda con
declaraciones complicadas.
Tiene que traer
• Para casados que presentan una declaration conjunta, ambos c6nyuges
tienen que estar presentes
• Todos los Formularios W-2 y 1099
• Information de otros ingresos
• Information para todas las deducciones y Creditos
• Una Copia de la declaration de impuestos del alio anterior
• Evidencia de cuenta bancaria si desea que se le deposite el reembolso
• Tarjetas de Seguro Social o avisos/tarjetas del Numero de Identification
Personal del Contribuyente para usted, su c6nyuge y/o dependientes
• Prueba de identification para usted y/o su conyuge
• El numero de identification tributario y la cantldad que se pago a la
guarderia infantil
• Las fechas de nacimiento de usted, su c6nyuge y/o de otros dependientes
incluidos en la declaration
• Verification de la condition migratoria si este solicitando un ITIN
• Formularios 1095-A, B o C (ACA Declaration del Mercado de Seguros
Medicos)
• Declaration del alio anterior, copias de la transcription de declaration del
IRS (y el estado, si aplica)
La presentation electrdnica (e -file) del IRS es rapida, mas precisa, segura y sencilla.
Publication 3676-B (EN -SP) (Rev. 10-2015) Catalog Number 66118R Department of the Treasury Internal Revenue Service www.irs.gov