Building the financial skills and knowledge that lead to economic stability.
VITA (Volunteer Income Tax Assistance)
MOC’s Volunteer Income Tax Assistance (VITA) program is a national, IRS sponsored program in which IRS certified volunteers prepare and process tax returns for free for individuals and families whose income falls within the program guidelines. The returns are e-filed for quick refunds. Volunteer tax preparers are trained to find tax credits for which many low- to moderate-income families are eligible such as the Earned Income Credit, the Child Care Credit, the Education Credit, and the Circuit Breaker Credit for senior tax payers.
IMPORTANT INFO: VITA 2020 Tax Season Appointments
The Volunteer Income Tax Assistance (VITA) program once again offers free tax return preparation for those earning less than $56,000 a year. Our location is 49 Nursery Lane, Suite 201, Fitchburg, MA.
We will open on Monday Jan 27, 2020 and close on Wednesday April 8. Appointments are on Saturdays (9:00 AM – 1:00 PM), Sundays (1:00 PM - 3:00 PM), Monday (10:00 AM – 2:00 PM), and Wednesday night (5:30 PM – 7:30 PM). Appointments can only be made between the hours of 8:30 AM - 4:30 PM by calling 978-516-5052. We will not mail out letters confirming
the appointment. If you cannot keep the appointment, you must reschedule with us no later than 48 hours beforehand. No-shows who do not notify us in advance will not be re-scheduled.
• This appointment is only for a single taxpayer, a head of household, or married couples.
• Unmarried couples must make 2 separate appointments.
• Both spouses must be present, unless one is disabled and cannot come.
• Income cannot exceed $56,000.
• If taxpayer’s only income is from social security and they were under 65 years at the end of 2016, they owe no tax, do not have to file and no appointment is needed. If taxpayer is 65 or older, make an appointment for the state circuit breaker credit.
Bring to the Appointment
• Photo IDs.
• Social security cards (or ITINS) for Taxpayer(s) and dependents. An annual statement from the Social Security Administration will do. Without the social security cards we cannot prepare your tax return and your appointment will be canceled.
• All W-2s, 1099s, 1098s, & 1095s.
• If you do not have all photo IDs and all social security cards, your appointment will be cancelled.
• Health insurance cards for all people in the household.
• If self-employed, you must bring a statement of income and expenses.
• Bank routing number and account number - a blank check is fine.
• 65 or older: if a homeowner, bring in what you paid in real estate taxes and water/sewage bills. If a renter, bring in what you paid in rent.
PLEASE NOTE: We cannot assist taxpayers who have received notices from any tax authority. For IRS matters, the taxpayer should call 800-829-1040. For Massachusetts tax matters, the taxpayer should call 800-392-6089.
MOC’s Financial Education classes and workshops are offered for free in the community as well as through MOC programs. The classes are provided in four to six weekly sessions of two hours each, while the workshops consist of one two hour session. Lessons include: creating a savings plan; budgeting, credit reporting and credit repair; financial goal setting; and avoiding delinquency and foreclosure.