FARMINGDALE, NJ - United Way of Monmouth County will once again sponsor free tax returns through the IRS VITA (Volunteers in Tax Assistance) and AARP Tax-Aide program for the 2012 season. Qualifying residents are able to have their federal and NJ state tax returns prepared at no cost by IRS certified volunteer preparers from the Monmouth University Leon Hess School of Business, community groups, and the AARP Tax Aide Program.
VITA and Tax Aide volunteers are trained to complete most returns at easy-to- access locations in Monmouth County including SCAN Learning center at Monmouth Mall in Eatontown. Last year, volunteers prepared over 100 returns, which resulted in approximately $125,000 of tax refunds for Monmouth County residents. In addition to preparing free returns, the objective of the VITA program is to maximize the Earned Income Tax Credit clients receive. Generally, one in four working individuals or families who qualify for this credit fails to claim it, missing an opportunity to receive as much as $5,751 in refunds.
“Helping individuals access their refunds through a free, convenient program is part of the United Way of Monmouth County’s Income impact initiative,” says Tim Hearne, President and CEO. “Filing a return can remove the final barrier someone needs to apply for funding in order to attend school or job training, and is necessary for clients to file for many types of benefits they may be due. This program puts the largest refund possible in the hands of working families, helping them build personal assets.” The Internal Revenue Service notes that more than 100 million dollars has been placed into the Monmouth County economy over the past four years through the Earned Income Credit program, and that number is still growing.
Those who wish to have their taxes prepared through the VITA/Tax Aide Program should contact the United Way of Monmouth County for an appointment at 732.938.5988 extension 17.
SCAN Learning Center in the Monmouth Mall
NJ Route 35 & 36, Eatontown, NJ 07724
Hours of Operation – Saturdays, Sundays and Mondays, 12-5 p.m.
By appointment only, January 4 – April 15, 2012
Contact the United Way at 732-938-5988 x 17
Monmouth County Ag Building
4000 Kozloski Road, Next to Board of Social Services, Freehold NJ 07728
Hours of Operation – Wednesdays, 1-5 p.m.
By Appointment only, January 8 – April 11, 2012
People should come prepared with the following items:
- Valid driver's license or photo identification (self & spouse, if applicable)
- Social Security cards for client, spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration
- Birth dates for client, spouse and dependents on the tax return
- Current year’s tax package (if the client received one)
- All income statements: Forms W-2, Social Security, Unemployment or other benefits statements, self-employment records and any documents showing taxes withheld
- Interest and dividend statements from banks (Form 1099)
- Dependent child care information: payee’s name, address and SSN or TIN
- Bank Routing Numbers and Account Numbers for Direct Deposit (if applicable)
- A copy of last year’s Federal and State returns (if available)
- Prior year tax return (if available)
- Any other pertinent documents or papers
- Copy of 2011 property tax bill (homeowners), or rent receipts for 2011 signed by landlord
- To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.
United Way of Monmouth County, incorporated in 1967, is a non-profit 501(c)3 organization that raises funds to advance the common good. This organization creates opportunities for a better life for all by focusing our efforts on Education, Income and Health. If you would like to know more about United Way of Monmouth County, please visit our website at www.uwmonmouth.org.