VITA Tax Preparation

CCAV is the leading Volunteer Income Tax Assistance (VITA) Program on the South Plains, and provides FREE income tax preparation for people who earn up to $52,400 or less annually. The VITA Program helps working individuals and families take advantage of all tax credits they qualify for, such as the Earned Income Tax Credit (EITC), Child Tax Credit (CTC), and education credits.

Who is Eligible for VITA Services?

Taxpayer Income Eligibility:

Family Size

Annual Income must be LESS THAN

1

$29,150

2

$38,500

3

$43,750

4

$49,200

5 or more

$52,400

 

Who will prepare my Tax Return?

IRS-certified community volunteers prepare basic income tax returns with electronic filing - FREE of charge!

 

What do I need to bring to the CCAV VITA Site?

Taxpayers must bring the following items to have tax returns prepared and e-filed:

  • Original Social Security cards or ITIN and birthdates for each taxpayer and all dependents

  • Government-issued photo ID for each taxpayer

  • ALL W-2 Forms (from every placed worked in the previous year)

  • 1099 Forms (if applicable): 1099-G Unemployment Benefits, 1099-INT Interest (from your bank), 1099-R Pensions, Annuities, and Retirement

  • A copy of last year's tax return (helpful, but not required)

  • Real estate tax statement (if applicable)

  • Voided check for checking account and/or deposit slip for savings account (if taxpayers want their refund to be deposited directly into their account): Refunds must be mailed to taxpayers who don't have satisfactory verification of their bank account and routing numbers.

  • Self-Employed (if applicable): Record of business expenses, record of business income, and 1099-MISC Forms.

  • Other documents (if applicable): Childcare expenses (including provider's address and federal ID), mortgage statements, adoption expenses, alimony paid/received, notices from the IRS or state tax office, college tuition or student loan information (including educational expenses); if itemizing - bring receipts or statements (medical expenses or charitable contributions).

What is 'Out of Scope' for VITA?

For the protection of all taxpayers, volunteers will only prepare basic income tax returns (for which they are trained) in strict accordance with all IRS rules and regulations (including those pertaining to filing status and dependents). 

 

Volunteers will not prepare tax returns that require:

  • Schedule E (Income or Loss from rents, partnerships, S corps, estates, trusts, etc.)

  • Schedule F (Profit or Loss from Farming)

What is the Tax Preparation process?

1. Volunteer Tax Preparer will input your information and prepare tax your return electronically.

2. Your tax return will then be reviewed by a Quality Reviewer. (This requirement is strictly enforced to ensure that tax returns have been prepared accurately.)

3. The Quality Reviewer will review the return with you.

4. You will sign your return at the CCAV VITA Site. Then your tax return will be e-filed.

 

Tax returns cannot be e-filed:

 -  unless all taxpayers sign their return at CCAV's tax prep site.

 -  if a taxpayer has child care expenses and the caregiver won't provide their Social Security or Tax ID number

 -  if a taxpayer tries to claim a dependent who has already been claimed by another taxpayer

 -  if a taxpayer needs, but doesn't have, an ITIN

 

When to expect a refund?

While the IRS does not guarantee a specific date that a refund will be deposited into a taxpayer's financial institution account or mailed, if you have your refund set up for direct deposit, allow for 10 business days. If your refund check will be mailed to you, allow for 17 business days.

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When can I visit the CCAV VITA Site?

CCAV's VITA Site will open January 20th through the last day of tax season, April 15th. See below for hours and directions.

 

Income tax returns are prepared FREE for income-eligible residents on a first-come, first-served basis. The number of tax returns prepared will be limited to the number of volunteers available.

CCAV VITA Site

 

5601 Avenue Q, Lubbock, TX 79412

 

Enter thru the north door on Villa Drive
DO NOT PARK ON WEST SIDE OF BUILDING!

 

OPEN JANUARY 20 - APRIL 15
Mondays, 5-8 p.m.
Tuesdays, 5-8 p.m.
Wednesdays, 10 a.m. - 3 p.m.
Thursdays, 5 - 8 p.m.
Saturdays, 9 a.m. - 2 p.m.

 

EXTENDED HOURS

APRIL 15     10 a.m. - 8 p.m.

 

SITE WILL BE CLOSED FEBRUARY 16, MARCH 14 and APRIL 4

Frequently Asked Questions:

Will I have my tax return prepared if I show up at the CCAV VITA Site?

Taxes are prepared on a first-come, first-serve basis. If there is a crowd, and you don't have time to wait, feel free to come back and have your returns prepared at another time. Waiting lines are much shorter during the month of March.

 

When can I file?

January 20 - April 15, 2015

 

Where's my refund?

Taxpayers should wait at least 3 weeks before checking the status of a refund. To check your refund status, click here.

 

Where can I find more information about putting my refund into savings bonds? Click Here

 

If I have a small business, what do I need to do to get ready to have my return filed? Click Here

 

Where can I get more information about the Affordable Care Act (ACA) Tax Provisions? Click Here

 

Where can I retrieve lost W-2 Forms? Click Here

 

Where can I get a copy of my prior tax returns (transcripts)? Click Here

What do I do if my tax records were affected by identity theft? Click Here

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How do I calculate my W-4 Withholding? Click Here

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What are Tax Credits? Click Here

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Additional Tax Support:

The Texas Tech University School of Law sponsors a Low Income Taxpayer Clinic (LITC) which provides tax assistance to eligible taxpayers who live in the High Plains, Permian Basin, Rolling Plains of Western Texas, Far West Texas, and Eastern New Mexico AND if your income is less than 250% of the Federal Poverty Guidelines. Law students, under the supervision of a law professor, handle a wide range of issues including those listed below. All communications and information are confidential.

The TTU LITC does not assist in any criminal tax matters or tax return preparation. The LITC can assist you with the following Federal tax issues related to individual income tax matters:

  • IRS Audit Appeals
  • IRS Examination Notices
  • IRS Collection Notices
  • Earned Income Credit Controversies
  • Dependency Issues
  • Non-Filer Issues
  • Innocent Spouse Issues
  • Identity Theft Issues
  • Injured Spouse Issues

Texas Tech Low Income Tax Clinic

For assistance: Click Here 

 

The Texas Tech Low Income Tax Clinic does not prepare tax returns at the University. Please visit the CCAV VITA Site to have your tax return prepared.