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Tax Assistance Appointments
Starting February 1st, we will accept phone calls to make appointments for seniors who need assistance filing their uncomplicated Federal income tax returns, VT state income tax returns and rebate forms.
When you meet with the tax assistance volunteer, you will need to bring:
A picture I.D. (driver's license, passport, etc.)
Social Security card or Social Security statement. (If you have dependents who receive social security payments, bring their documentation also.)
Copy of last year's tax returns.
Proof of all sources of income (W-2 forms if you were employed, 1099-R if you have a pension, 1099-SSA if you receive Social Security; interest and dividend income statements, IRA income, etc.)
Copy of your 2009-2010 property tax bill or signed landlord's certificate. If you are filing for Renter Rebate, Homeowner Property Tax Rebate or Act 68 School Property Tax Payment application, you will need to bring proof of income for everyone in your household.
Recent phone bill if filing for Lifeline telephone service credit.
Medicare Card if applying for Vpharm (a VT program that helps seniors and people with disabilities pay for prescription medications.
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