LTC 016-2022 Free Tax Preparation ServicesM IAMI BEACH
OFFICE OF THE CITY MANAGER
NO. LTC# 016-2022 LETTER TO COMMISSION
TO:
FROM:
DATE:
Mayor Dan Gelber and Members of the City Commission
Alina Hudak, City Manag~
January 13, 2022
SUBJECT: Free Tax Preparation Services
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
$57,000.
Tax preparation services are being offered by appointment February 1 -April 15, 2022 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 via a in person (when
possible) or drop off method. 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 2021 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)
• Birth dates for you, spouse and or dependents
Last year, more than 520 households benefited from the free tax preparation service, resulting in
approximately $530.000 in refunds.
For more information, please contact Alice Waters, Controller, Office of Housing and Community
Services at alicewaters@miamibeachfl.gov or x26454.
ffl1 IRS Certified Volunteers Providing
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-INT)
• 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-R, CSA-1099)
• Social Security Benefits (Form SSA-1099, RRB-1099)
• Simple Capital Gain/Loss (Form 1099-B) limited
• Sale of Home (Form 1 099-S) limited
• Prior Year and Amended Returns
Will Not Prepare
• Schedule C with loss, depreciation or business use of home
• Complicated Schedule D (capital gains and losses)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8814 (child taxed at parent's tax rate)
• Form SS-8 (determination of worker status for purposes of
federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Allocation of Policy Amounts,
Alternative Calculation for Year of Marriage)
What to Bring
• For married filing joint, both spouses must be present
• Government issued photo identification for you and your
spouse (if married)
• Social Security cards or Individual Taxpayer Identification
Number documents for you, your spouse, and/or dependents
• Birth dates for you, spouse, and/or dependents
• A copy of last year's tax return
• All Forms W-2 and 1099
• Letter 6419 (en-sp) -Advance Child Tax Credit Payments
• Forms 1 095-A, B or C (ACA Statements)
• Self-Employed Income (Form 1099-MISC, Form 1099-NEC)
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 1 098-T)
• Child Tax Credit
• Earned Income Credit
• Health Insurance Statements (Forms 1095-A, B or C)
• Credits for Sick Leave and Family Leave for Certain Self-
Employed Individuals (Form 7202)
• Economic Impact Payment (Recovery Rebate Credit)
• Form W-7 (application for Individual Taxpayer Identification
Number (ITIN) )
• Returns with casualty/disaster losses
Please see a
professional preparer
for assistance with
complicated returns.
• Information for other income
• Information for all deductions (including charitable
contributions)/credits
• Total paid to day care provider and their tax ID number
• For direct deposit of refund, proof of account and bank's
routing number
• For prior year returns, copies of income transcripts from IRS
(and state, if applicable)
• Notice 1444-C, Your 2021 Economic Impact Payment
IRS e-file is fast, more accurate, secure, and simple.
Publication 3676-B (en-sp) (Rev. 10-2021) Catalog Number 66118R Department of the Treasury Internal Revenue Service www.irs.gov
(I Vo luntarios cert ificados por e l IRS proporc ionan
IRS PREPARACION DE IMPUESTOS GRATUITA
Los sitios de preparaci6n de declaraciones de impuestos de VITA/TCE del IRS son operados por voluntarios certificados.
Las horas de operaci6n y los servicios que se ofrecen pueden ser limitados. Ademas, por ley, algunos sitios proporcionan
servicios prioritarios a las personas mayores. Por favor, tenga en cuenta que es posible que no se le atienda inmediatamente.
Apreciamos su paciencia y comprensi6n.
Se prepararan
• Salaries , sueldos, etcetera (Formulario W-2}
• lngresos de intereses (Formulario 1099-INT)
• Dividendos recibidos (Formulario 1099-DIV)
• Reembolsos de impuestos estatales (Formulario 1099-G)
• Beneficios por desempleo (Formulario 1099-G)
• Aportaciones a los IRA (Formulario 1099-R)
• lngresos de pensiones (Formularios 1099-R, RRB -1099-R, CSA-1099)
• Beneficios de Seguro Social (Formularios SSA-1099, RRB -1 099)
• Ganancias / Perdidas de capital simples (Formulario 1099-B) timitado
• Venta de Vivienda (Formulario 1099-S) limitado
• Declaraci6n del afio anterior y declaraciones enmendadas
• lngresos del trabajo por cuenta propia (Formularios 1099-MISC, 1099-NEC)
limitado
Nose prepararan
• Anexo C con perdida, depreciaci6n o uso comercial de la casa
• Anexo D (ganancias y perdidas de capital} complicado
• Formulario SS-5-SP (solicitud del numero de Seguro Social)
• Formulario 8606 (IRA no deducibles)
• Formulario 8814 (impuestos del hijo a la tasa impositiva de los padres)
• Formulario SS-8 (determinaci6n del estado de empleo del trabajador para
prop6sitos de los impuestos federates sobre la n6mina y la retenci6n del
impuesto sobre el ingreso)
• Partes 4 y 5 del Formulario 8962 (Asignaci6n de las cantidades de la p61iza,
calculo alternative para el afio de matrimonio)
Debe traer
• Para casados con presentaci6n conjunta , ambos c6nyuges tienen que estar
presentes
• ldentificaci6n con foto em itida par el gobierno para usted y su c6nyuge (si
esta casado)
• Tarjetas de Seguro Social o documentos del numero de ldentificaci6n
Personal del Contribuyente para usted, su c6nyuge y/o sus dependientes
• Las fechas de nacimiento de usted , su c6nyuge y/o sus dependientes
• Una copia de la declaraci6n de impuestos del afio pasado
• Todos los Formularios W-2 y 1099
• Formularios 1095-A, B o C (Declaraciones de la ACA)
• lnformaci6n de otros ingresos
• Ganancias de juegos y apuestas (Formulario W-2G)
• Cancelaci6n de deuda (Formulario 1099-C) limitado
• Cuenta de ahorros para la salud (Formulario 1099-SA) limitado
• Deducciones detalladas limitado
• Creditos para la educaci6n (Formulario 1 098 -T)
• Credito tributario por hijos
• Credito por ingreso del trabajo
• Declaraciones del seguro de salud (Formularios 1095-A , B o C)
• Creditos de licencia por enfermedad y licencia familiar para ciertos
trabajadores que trabajan por cuenta propia (Formulario 7202)
• Pagos de alivio por el impacto econ6mico (Credito de recuperaci6n de
reembolso)
• Formulario W-7(SP) (Solicitud de Numero de ldentificaci6n Personal del
Contribuyente del IRS (ITIN , por sus siglas en ingles)
• Declaraciones con perdidas por hechos fortuitos o desastres
Por favor, vea a un
preparador profesional para
obtener ayuda con
declaraciones complicadas.
• Carta 6419 (en -sp) -Pagos por adelantado del credito tributario por hijos
• lnformaci6n de todas las deducciones (incluidas las donaciones caritativas)
y cred itos
• Total que se pag6 al proveedor de servicios de guarderia y su numero de
identificaci6n tributaria
• Para el dep6sito directo del reembolso , prueba de la cuenta y numero de
ruta bancaria
• Para las declaraciones de afios anteriores , copias de las transcripciones de
ingresos del IRS (y del estado, si corresponde}
• Aviso 1444-C (en-sp), Su pago de alivio por el impacto econ6mico de 2021
La presentaci6n electr6nica (e-file) del IRS es rapida, mas precisa , segura y sencilla.
Pu b licati o n 3676-B (en-s p) (R ev. 10-202 1) Catalog Number 66118R Departm en t of the Treasury Internal Revenue Service www.irs.gov