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Free Tax PrepArationFree tax prep services for qualifying individuals and households with incomes of up to $58,000
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Do you earn less than $58,000? You may qualify to have your tax return prepared and e-filed for free by IRS-certified volunteers. At The River Center, our IRS-sponsored Volunteer Income Tax Assistance (VITA) program runs from the end of January to mid-April each year.
SAVE THE DATE: January 2023 - we will start taking calls for appointments |
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Have an appointment?
Click here to download the Intake Packet to save time at your appointment.
Filing Season 2022 Intake Packet (updated March 10, 2022)
Filing Season 2022 Intake Packet (updated March 10, 2022)
HOW DO I KNOW IF I QUALIFY?
What we can prepare (in scope)
Following is a general list of what qualifies for our free tax preparation program. Please note that an appointment is not a guarantee that your return is in scope. If you are not sure, please call us at (603) 924-6800 or email taxes@rivercenter.us
- 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, CSA-1099)
- Social Security Benefits (Form SSA-1099)
- Simple Capital Gain/Loss (Form 1099-B)
- Self-employed Income (Form 1099-MISC) limited
- Gambling Winnings (Form W-2G)
- Health Savings Accounts (Form 1099-SA) limited
- Itemized Deductions limited
- Education Credits (Form 1098-T)
- Child Tax Credit
- Earned Income Credit
- ACA Statements (Forms 1095-A, B or C)
what we cannot prepare (out of scope)
This is also a general list of what we cannot prepare at The River Center:
- Complex Capital Gain/Loss
- Form SS-5 (request for Social Security Number)
- Form W-7 (application for individual taxpayer identification number)
- Form 8843 (statement for exempt individuals)
- Form W-4 (employee’s withholding certificate)
- Nonresident returns (Form 1040NR)
- Dual Status Alien elections
- Schedule C with loss, depreciation or business use of home, inventory, employees, contract labor, or expenses over $35,000, use of actual car expenses such as gas
- Rental Income
- 1099-R Box 7 with Distribution Codes of 1, 2, 5, 6, 8, 9, A, B, D, E, J, K, N, P, R, T, U, W
- Foreign income (Foreign Tax Credit/Foreign Earned Income Exclusion)
- 1099-Q Taxable Distributions (Box 1 distributions exceeds qualified education expenses for the year)
- 1095-A shared policy allocation - if your 1095-A has individuals listed on it that are not on your return or you are listed on another person’s 1095-A and not a dependent on their return
- HSA excess contributions not withdrawn by the due date of the return
- Non-cash charitable contributions greater than $500
- 1099-K not related to self-employment income
- Parts 4 & 5 of Form 8962 (Premium Tax Credits)
WHAT TO BRING:
INDIVIDUALS/HOUSEHOLDS: LIST OF DOCUMENTS (CLICK TO OPEN)
As is the case every year, but moreso this year than in others, the information you provide to us MUST be accurate, especially with the Advance Child Tax Credit amount and/or the Economic Impact Payment (3rd one). Any mistakes could result in holding up your return and causing a delay of weeks if not months, of your refund by the IRS!
- Photo ID (+ spouse)
- SSN (original/copy) for everyone on your tax return. If we prepared your return in 2021 and are known to us, ask for more information. Acceptable forms of proof:
- Social Security Card
- Social Security Number verification letter issued by the Social Security Administration
- Social Security income statement (or any document issued from the Social Security Administration)
- Bank routing/account #s for direct deposit
- All 2021 W-2, 1099 tax forms
- *1098-T (if applicable)
- *Year-end childcare expenses statement (if applicable)
- *Self-employment income and expenses - totaled & categorized (if applicable)
- Total amount of charitable contributions made to qualifying charitable organizations (GoFundMe is not)
- *All relevant tax forms (ex. 1095A for Marketplace Health Insurance, any Forms 1099, 1098E, HSA Forms 54980S, 1099-SA etc)
- *Last year's tax return (if available)
- IRS Letters for the Advance Child Tax Credit and/or Economic Impact Payment (stimulus) - if you are unable to locate those letters received in December 2021 and this year 2022- please check your 2021 bank statements to determine your totals or go to IRS.gov and create an ID.me account here: ID.me ; this amount must be accurate in order to have the IRS process your return in a timely manner
SELF-EMPLOYED: List of documents (click to open)
Bring all of the same applicable and required documents in the INDIVIDUALS/HOUSEHOLDS list, but also complete this:
Self-Employment Tax Organizer (SETO)
**You do not need to bring any receipts or bank statements because you will provide your income and expenses on the SETO form. You do need to keep them as documentation (receipts, etc) in case the IRS contacts you to verify your self-employment income and expenses.
Self-Employment Tax Organizer (SETO)
**You do not need to bring any receipts or bank statements because you will provide your income and expenses on the SETO form. You do need to keep them as documentation (receipts, etc) in case the IRS contacts you to verify your self-employment income and expenses.
other options for tax preparation
- NH Tax Help
- AARP Locator: https://www.aarp.org/money/taxes/aarp_taxaide/locations.html
- Free File Options:
- MyFreeTaxes (income limits may apply)
- IRS Free File (various providers)
- GetYourRefund - 100% virtual
- VITA/TCE Site Locator
- Find a CPA - New Hampshire Society of Certified Public Accountants
Frequently asked questions
i still have to file for 2020, 2019, 20XX. Will you prepare those returns too?
Yes, we can prepare those returns for you as well. However, we may only have time at your appointment for your 2021 tax return so we may ask you to come back the following week to pick up your return.
Can i bring my son/daughter/other relative to have their return prepared too?
Yes! They will also need to make an appointment and be present in order for us to prepare their return too.
What is drive-thru valet vita/drop-off/taxes?
This is how we are preparing tax returns this year. COVID precautions prevent us from allowing people into our office or to wait inside so we came up with a way where we can still get your tax return prepared and filed the same day. Expect a wait of a couple of hours. Please see the Filing Season 2022 Intake Packet for instructions.
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