LTC 014-2023 Free Tax Preparation Services014-2023
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MIAMI BEACH
OFFI CE OF THE C ITY MANAGE R
NO . LTC # LETTER TO COMMISSION
TO :
FROM :
DATE :
Honorable Mayor Dan Gelber and Members of the City Commission
Alina T . Hudak, City Manag~
January 13 , 2023 ,
SUBJECT: Free Tax Preparation Services
The purpose of this Letter to Commission is to advise that the City will offer free tax preparation
services for residents and City of Miami Beach employees who earn $60,000 or less.
Tax preparation services are being offered by appointment only from February 1 -April 7 , 2023 ,
at the Office of Housing and Community Services (765 17 Street). The City is partnering with
Branches , Inc. and the Internal Revenue Service via the Volunteer Income Tax Assistance (VITA)
program . Information about the VITA program is attached in English and Spanish.
Residents and City employees who would like tax preparation services should call the Office of
Housing and Community Services at 305.673 .7491 during the hours of 8 :30 am-12:00 pm and
1 :00 pm-5 :00 pm Monday through Friday to schedule an appointment.
Tax preparation services will be offered as follows :
• Mondays (Document drop-off*) -Between the hours of 9 :00 am-12:00 pm and 1 :00 pm-
3 :00 pm
• Wednesdays (In-person) -Between the hours of 9:00 am-12:00 pm and 1 :30 pm-3:30 pm
• Fridays (Designated day to pick up completed tax returns and documents) -Between 9:00
am-12 :00 pm
*Document drop-off -Those who choose this method will drop off the required documents for tax
returns to be prepared . Clients will be notified to pick up their completed tax return on Friday , the
designated day for pick-up.
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 2022 W-2s and information for other income
• Information for all deductions (including charitable contributions)
• Bank account information for direct deposit of refund
• Forms 1095-A, B, or C (ACA Statements)
• Total paid to daycare providers and their tax ID number
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• Copy of last year's tax return
• Identity theft PIN (if applicable)
• Birth dates for you, your spouse and any dependents
Last year, more than 420 households benefited from the free tax preparation service, resulting in
approximately $630,000 in refunds.
For more information, please contact Alba Tarre , Director, Office of Housing and Community
Services at albatarre@miamibeachfl.gov or x26175.
Attachment
r[d.v
RW/AAT
~ 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-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 -R, CSA-1099)
• Social Security Benefits (Form SSA-1099 , RRB-1099)
• Simple Capital Gain/Loss (Form 1099-8) limited
• Sale of Home (Form 1099-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 Secu r ity 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 Ind ividual 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 1095-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 1098-l)
• 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-fi le is fas t , more accurate, secure , and simpl e.
Publication 3676-B (en-sp) (Rev. 10-2021) Catalog Number 66118R Department of the Treasury Internal Revenue Service www.irs.gov
(il Voluntarios certificados por el IRS proporcionan
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
• Salarios, 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 1 099-G)
• Aportaciones a los IRA (Formulario 1099-R)
• lngresos de pens iones (Formularios 1099-R, RRB-1099-R, CSA-1099)
• Beneficios de Seguro Social (Formularios SSA-1 099, RRB -1099)
• Ganancias / Perdidas de capital simples (Formulario 1099-B) limitado
• Venta de Vivienda (Formulario 1099-S) limitado
• Declaraci6n del aiio anterior y declaraciones enmendadas
• lngresos del trabajo por cuenta propia (Formularios 1099-MISC, 1099-NEC)
limitado
No se 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 Soc ial)
• 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 federales sabre la n6m ina y la retenci6n del
impuesto sobre el ingreso)
• Partes 4 y 5 del Formulario 8962 (Asignaci6n de las cantidades de la p6Iiza,
calculo alternativo para el aiio de matrimonio)
Debe traer
• Para casados con presentaci6n conjunta , ambos c6nyuges tienen que estar
presentes
• ldentificaci6n con foto emitida por el gobierno para usted y su c6nyuge (si
esta casado)
• Ta~etas de Seguro Social o documentos del numero de ldentificaci6n
Personal del Contribuyente para usted , su c6nyuge y/o sus depend ientes
• Las fechas de nacimiento de usted , su c6nyuge y/o sus dependientes
• Una copia de la declaraci6n de impuestos del aiio 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 1098-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 aliv io 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)
• Declarac iones 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 creditos
• 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 aiios anteriores , copias de las transcripciones de
ingresos del IRS (y del estado, si corresponde)
• Av iso 1444-C (en-sp), Su pago de alivio por el impacto econ6mico de 2021
La presentaci6n electr6nica (e-fi/e ) del IRS es rap ida, mas prec isa , segura y sencilla .
Publ ication 3676-8 (en-sp) (Rev. 10-2021) Catalog Num ber 66118A Department of the Treasury Internal Revenue Service www.irs .gov