Volunteer Income Tax Assistance

Did you file your federal and state tax returns for 2023, 2022, and 2021? If not, CAN-DO VITA can help you claim any credits due to you. We serve low- to moderate-income filers, by helping prepare their tax returns and submit to the IRS electronically.

What is the process?

 

Call to schedule an appointment at 617-906-7293, or email a CAN-DO VITA representative.

Gather all the documentation needed to prepare each return.

Bring the following documents to the appointment, organized by tax year:

  1. Photo ID

  2. Social Security or verification letter or ITIN for all family members

  3. W-2 form for all jobs worked in the relevant year(s)

  4. Form 1099-G for unemployment compensation and/or state tax refunds

  5. Form W-2G and any additional 1099 forms for other income for the relevant year(s)

  6. Child care provider’s name, address, and tax ID number and amount paid for relevant year(s).

  7. Copy of the prior years state and federal tax returns.

  8. Other applicable tax -related documents, such as interest statements, federal loan documents, retirement statements, list of organizations to which you made charitable contributions.

  9. Any letters, correspondence or other documents sent to you by the IRS or the state DOR.

  10. Former 1095-A, B or C, Affordable Health Care Statements or health insurance exemption certificates.

  11. Bank, credit union, or prepaid card account and routing number.

  12. Voided check.