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BCOC VITA Team

Quakertown Tax Clinic 9.22.21

Register here if you are in need of 2020 tax preparation, and are available on the afternoon of Wednesday, September 22 in Quakertown. You will be contacted to schedule your appointment time and be given instructions. 

Adding your name here is a request for an appointment only; it is NOT a guarantee of a tax appointment. 

For the safety of taxpayers and volunteers, "virtual" tax preparation is offered.

  • You will bring your documents to the BCOC office, by APPOINTMENT ONLY. 
  • Masks are mandatory; if you are sick, please reschedule your appointment. 
  • We strongly recommend that you print, complete and bring this form with you to your appointment. If you cannot print at home, this form will be provided to you at the appointment. 
  • You must bring all required documents to you appointment. See list below.* If you don't have everything required, you will be asked to reschedule. 
  • Your documents will be scanned and uploaded to a secure portal, for your tax preparer to access.  
  • Your tax preparer may contact you BY PHONE to obtain additional information. Please be sure you provide a phone number you can be reached on, and please answer your phone! 
  • Once your tax return is completed, you will be contacted to complete a review of your return and confirm information. You will need to sign your return in order for it to be filed- either via DocuSign* or in person. 
  • You MUST be a Bucks County, PA resident. 

    *List of required documents: 

Bring the following Information for everyone in your household:  

• Photo ID: Valid driver’s license, government or state issued ID is acceptable.

• Social Security Cards: SSN or ITIN document for you and all your dependents.

• Date of birth and relationship: make a list of ALL of your household members.

• Current address: it may be different from the address on your employment records. 

• W-2s: for each job held in 2020, for each person in the household filing a return.*If you pay Union dues, bring the last paystub of 2020. 

• 1098s: for school loans, mortgage and property tax payments.

• 1099s: showing any other income: unemployment, social security, school loans, health care reimbursement, state tax refund, gambling winnings, or subcontractor work.

• SSA-1099: Social Security Benefit Statement

• 1095-A, B or C: for proof of healthcare insurance.

• Income/Interest Statements: received for any savings accounts or investments.

• Bank Account Numbers: bring a “blank check” or a “letter” from your bank with your routing and account number for refund direct deposited.

• Last Year’s Completed Tax Return

• Business Expenses: Self-employed expense receipts and mileage logs with totals.

• Charitable Donations: list of contributions with receipts or statements and totals.

• Childcare Expenses: daycare name, full physical address and phone number with Tax ID # or Social Security number of Child Care Provider and proof of payment statement for full year.

• College Forms: 1098-T/1098-E with college statement and all receipts.

• Educator Expenses: “out of pocket” supply receipts for each teacher or aide, grades K-12.

• Homeowners: Form 1098 mortgage interest statement or 2020 real estate taxes paid receipt. Must have PAID stamp on it. 

• Medical Expenses: Doctor, pharmacy, hospital, and supplemental premium statements.

• Property Tax/Rent Rebate: provide PA 1000 RC form from your landlord or proof of rent paid for the year, or a paid stamped copy of property taxes. Benefits are eligible to Pennsylvanians age 65 and older; widowers age 50 and older; and people with disabilities age 18 and older. The income limit is $35,000 a year for homeowners and $15,000 annually for renters with half of Social Security income not included in calculations.

• Retirement/IRA: 2020 proof of contributions or withdrawals and year-end statements. 

ALSO- if possible, PRINT IRS Form 13614-C, and bring the completed form with you to your tax appointment. 

Date: 09/22/2021 (Wed.)

Location: BCOC Quakertown
136-C Mill Road, Quakertown, pa 18951

Created by:   BCOC VITA
 
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Tax preparation sign up (30)

Registering is NOT a guarantee of an appointment. I acknowledge that I agree to be contacted to confirm my eligibility and to set an appointment time, and that I am a Bucks County, PA resident.

 
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