LTC 622-2018 Free Tax Preparation ServicesMIAMI BEACH
OFFICE OF THE CITY MANAGER
NO. LTC #
622-2018
TO: Mayor Dan Gelber and Members
FROM: Jimmy L. Morales, City Manager
DATE: November 27, 2018
SUBJECT: Free Tax Preparation Services
LEDER TO COMMISSION
The purpose of this Letter to Commission is to advise you that the City will again offer free tax
preparation services for residents and employees whose household income does not exceed
$54,000.
Tax preparation services are being offered by appointment February 1 -April 12, 2019 at the
Office of Housing and Community Services (555 17 Street). The City is partnering 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 Monday, Tuesdays, Wednesdays and Fridays during tax season. Residents and
employees are reminded to bring the following documents to their appointment:
• Valid government-issued identification card
• Social Security card for all persons declared as dependents in the tax return
• All 2018 W-2s and information for other income
• Bank account information for direct deposit of refund
• Forms 1095-A, B or C (ACA Statements)
• Total paid to day care providers and their tax ID number
• Copy of last year's tax return
• Identity theft PIN (if applicable)
Last year, more than 260 households benefited from the free tax preparation service , resulting
in $236,361 in refunds .
If you have any additional questions , please feel free to see me.
IRS Certified Volunteers Providing m
IRS 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-INl)
• Dividends Received (Form 1099-DIV)
• State Tax Refunds (Form 1099-G)
• Unemployment Benefits (Form 1099-G)
• IRA Distributions (Form 1099-R)
• 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
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)
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
• 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
• Education Credits (Form 1098-l)
• Child Tax Credit
• Earned Income Credit
• ACA Statements (Forms 1 095-A, B or C)
• Prior Year and Amended Returns limited
Please see a
professional preparer
for assistance with
complicated returns.
• 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 e-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
m
IRS
,,
PREPARACION DE IMPUESTOS GRATUITA
por Voluntarios Certificados por el IRS
Los sitios de asistencia gratuita de preparaci6n de impuestos del /RS V/TAITCE son operados por voluntarios
certificados. Las horas de operaci6n 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
• Salaries, Sueldos y Otros lngresos (Formulario W-2)
• lngresos de lntereses (Formulario 1099-INT)
• Dividendos y Otras Distribuciones (Formulario 1099-DIV)
• Arreglos de Ahorros para la Jubilaci6n (Arreglos IRA) (Formulario 1099-R)
• Reembolsos de lmpuesto Estatal (formulario 1099-G)
• Beneficios por desempleo (Formulario 1099-G)
• Planes de Jubilaci6n , 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 1 099-S) Limitada
• lngreso para personas que trabajan por cuenta propia ( Formulario 1099-
MISC) 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 jubilaci6n (/RA) no
deducibles), en ingles
• el Formulario 8615 (ingreso de inversiones de hijos menores de edad), en
ingles
• el Formulario SS-8 (determinaci6n del estado de empleo de un trabajador
para prop6sitos de los impuestos federales sobre la n6mina y la retenci6n
del impuesto sobre el ingreso), en ingles
• Parte 4 y 5 de la Forma 8962 (Creditos Tributario de Prima)
Tiene que traer
• Para casados que presentan una declaraci6n conjunta, ambos c6nyuges
tienen que estar presentes
• Todos los Formularios W-2 y 1099
• lnformaci6n de otros ingresos
• lnformaci6n para todas las deducciones y creditos
• Una copia de la declaraci6n de impuestos del afio anterior
• Evidencia de cuenta bancaria si desea que se le deposite el reembolso
• Tarjetas de Seguro Social o avisos/tarjetas del Numero de ldentificaci6n
Personal del Contribuyente para usted, su c6nyuge y/o dependientes
• Ganancias 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 lngreso del Trabajo (EiC)
• ACA Declaraci6n del Mercado de Seguros Medicos (Formularios 1095 A, B
0 C)
• Declaraci6n Atrasada y Enmienda de Declaraci6n de lmpuestos Limitada
Por favor, consulte con un
preparador profesional
si necesita ayuda con
declaraciones complicadas.
• Prueba de identificaci6n para usted y/o su c6nyuge
• El numero de identificacion tributario y la cantidad que se pago a la
guarderia infantil
• Las fechas de nacimiento de usted , su c6nyuge y/o de otros dependientes
incluidos en la declaraci6n
• Verificaci6n de la condici6n migratoria si esta solicitando un /TIN
• Formularios 1095-A, B o C (ACA Declaraci6n del Mercado de Seguros
Medicos)
• Declaraci6n del afio anterior, copias de la transcripci6n de declaraci6n del
IRS (y el estado, si aplica)
La presentaci6n electr6nica (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