MCNC Loveland Mobile Site - Volunteer Income Tax Assistance (VITA)

Volunteer Income Tax Assistance (VITA Region 3)

 
Data Provided By
Mile High United Way - MHUW
General Information
Description of ServiceCall for an appointment. This site is open February 1st, 2018 - October 15th, 2018. After April 17th, this site will close until May and reopen by appointment only. Provides free tax return preparation services to low- and middle-income families, individuals, and seniors residing in Larimer County.

VITA or TCE can prepare:
- Form 1040 and 1040NR
- Schedule A, B, C (within limits), D, EIC, R, and some E
- Form 2441 (Child and Dependent Care Expenses)
- Form 8863 (Education Credits)
- Form 8812 (Child Tax Credit)
- Additional forms may be prepared, depending on the availability of certified preparers at the site
LocationLarimer County
Geographical AreaLarimer County
Facility/ADA AccessLimited, call for specific information
Intake ProcedureCall for an appointment. Must have intake and consent forms completed before getting in line. Go to the website www.makechangenoco.com/free-tax-prep/ to download, print and complete intake and consent forms.
Intake RequirementsClients should bring the following:
- Valid photo identification
- Copy of 2016 tax return
- Social security cards (or ITINs) for all family members. Alternatives include: (1) photocopy of social security cards for all family members (2) prior year tax return with the names and social security numbers listed if MCNC/NoCo prepared return, or (3) letter from the social security administration or Form SSA-1099
- A voided check or other verifiable bank routing and account numbers for Direct Deposit of refund.

Clients should also bring any of the following that apply:
- W-2 Forms from all jobs worked in 2017
- Income statements for Pension (1099-R) and Social Security (1099-SSA)
- Statements for all other income, such as self-employment (1099-MISC), interest and dividends (1099-INT) and brokerage statements (1099-B)
- Statements of cash income, prizes and awards
- College tuition and student loan interest statements (1098-T and Bursar’s Statement), plus documentation of education expense
- Lottery/gambling winnings and loses (1099-G)
- Alimony paid or received
- ACA Form 1095-A (if Health Insurance was purchased through the Marketplace
- ACA Form 1095-B or -C if health insurance was obtained through an employer or other source
- Only notarized Colorado Durable Power of Attorney is acceptable

Clients who wish to itemize deductions on Schedule A should also bring:
- Documentation of medical expenses paid out-of-pocket in 2017
- Mortgage interest statement
- Documentation of real estate taxes and personal property taxes paid in 2017 – check forms carefully
- Documentation of charitable contributions


Foreign students seeking tax preparation assistance may call and leave a message to receive guidance on how to get help.
 
Client Information
GenderEither
EligibilityLarimer County residents may be eligible to receive free tax assistance (within complexity limits) if:
- Are age 59 or under, with income up to $66,000
- Are 60 years or older
- Are home bound or have special needs
- Are a Non-Resident Alien, with or without an ITIN or SSN.
 
Fees or Charges
Fee AmountsNone
 
Availability
Hours of Operation February 1st, 2018 - October 15th, 2018
Specific Hours: By Appointment Only (After April 17th, 2018)
 
Contact Information
 
Contact's Phone (970) 599-1794
Physical Site Address 1 2601 S Lemay
Physical Site Address 2 Ste 7 - 187
Physical Site City, State, Zip Loveland, CO 80525
Main Phone (970) 599-1794
Web Address www.makechangenoco.com/free-tax-prep/
 
Additional Information
SourceUWLC
 
 
Affiliated Agency, Programs, and Services
Affiliated Agency: Volunteer Income Tax Assistance (VITA)
Affiliated Program: Volunteer Income Tax Assistance (VITA Region 3)
This Service: MCNC Loveland Mobile Site - Volunteer Income Tax Assistance (VITA)
 
Taxonomy Postings
Posted to Categories: VITA Programs (DT-8800.9300)