VITA On Campus Tax Preparation Program FAQ
About the appointment...
1. How do I make an appointment?
Select an appointment time here: https://brynmawrvita.youcanbook.me/
2. What do I need to bring to the appointment?
A photo ID, social security card, printed copies of all applicable tax forms, and your bank account routing number and account number if you chose to do a direct deposit.
3. How early do I need to make an appointment?
At least one day in advance.
4. What happens if I cannot make the appointment?
You must notify either Christie Chen (firstname.lastname@example.org) or Alyx Freed (email@example.com) at least 1 hour in advance prior to your appointment time. There is a 10 minute grace period after your appointment time. If you know you will be late, please also notify us in advance. Failure to notify us of cancellation or tardiness could result in VITA's refusal to prepare your tax return in the future. Arriving promptly will allow us to provide service to everyone in a timely manner.
5. How qualified are the tax preparers?
All tax preparers are Bryn Mawr student volunteers who have been trained and passed the Internal Revenue Service (IRS) Basic and/or Advance certification test. All returns will be quality reviewed by another volunteer before submission.
6. Do I need to file?
Go to the following website and click "Begin" to answer a series of questions that will determine whether or not you need to file a tax return: https://www.irs.gov/uac/do-i-need-to-file-a-tax-return. Even if you don't have to file a federal income tax return, you should file if you can get money back (for example, you had federal income tax withheld from your pay or you qualify for a refundable tax credit).
|Do I Need to File a Tax Return? - Internal Revenue Service www.irs.gov Do I Need to File a Tax Return? This interview will help you determine if you're required to file a federal tax return or if you should file to receive a ...|
7. What is a " qualified dependent"?
A "qualified dependent" can either be a qualifying child dependent or qualifying relative dependent. A qualifying dependent is defined by the IRS as passing the following five dependency tests: Relationship, Gross Income, Support, Joint Return, and Citizenship/Residency. For more information go on the IRS website: https://www.irs.gov/uac/a-qualifying-child
|IRS Definition of a Qualifying Child - irs.gov www.irs.gov A “qualifying child” may enable a taxpayer to claim several tax benefits, such as head of household filing status, the exemption for a dependent, the ...|
8. Should my parents claim me?This is a difficult question to answer and depends on a case-by-case basis. Sometimes it is advantageous for the parent to claim the child and sometimes it is more advantageous for the child to claim themselves. First, I would talk this over with your parent or legal guardian who can claim you. If you are still unsure, email either Christie Chen (firstname.lastname@example.org) or Alyx Freed (email@example.com) explaining your family situation and they will provide you with their advice.
9. How do I get my W2?
If you work for Bryn Mawr College you can find your W2 on Bionic or in your mailbox.
All W2 should be received by the employees by Jan. 31, 2019. If you have not received your W2 yet, please contact your employer ASAP.
10. How do I get my 1098-T?
You can view your Bryn Mawr College 1098-T on Bionic.
NOTE: Not everyone will receive a 1098-T. Only students who paid "qualified educational expenses" will receive this form from Bryn Mawr College for the preceding tax year. Qualified expenses include tuition, any fees that are required for enrollment, and course materials the student was required to buy from the school.
11. How are my tax returns sent to the Internal Review Service?
We will electronically file all tax returns, except for special circumstances where paper filing is necessary. If paper filing is necessary, we will provide you with the instructions and address to send the completed return to.
12. When should I expect get my refund?
You should receive a refund in less than 3 weeks. There are many factors that may influence when you receive your return including, but not limited do, how your return was filed, errors on the return, and whether or not you choose to direct deposit. For more information on tracking your refund, please visit the IRS website: https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions