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Local nonprofit organization will provide free tax-filing assistance for those in need

Now more than ever, uncertainty reigns with the United States Tax Code. The integration of the Internal Revenue Service with federally mandated healthcare plans, as well as the tax ramifications of last year’s flooding, have left many taxpayers scratching their heads and – worse – hesitant to file. In order to bring relief to Montgomery County area residents, Children’s Books On Wheels, a local nonprofit organization is helping relieve some of the burden by offering free tax assistance. “We hope our planned Super Tax Day event will help as many in the community as we can,” said Rita Wiltz, executive director of CBOW.

The organization’s Volunteer Income Tax Assistance – or VITA – program provides free expert tax assistance from IRS-certified volunteers. CBOW is hosting a VITA clinic on Saturday, January 28, from 9:00 a.m. to 4:00 p.m. at the Conroe Central Library, located at 104 Interstate 45 North in Conroe. “Our trained volunteers will be there to help them sort through this confusing time and provide some much-needed clarity and relief,” said Wiltz.

The VITA program offers free tax help to people who generally make $53,000 or less, persons with disabilities, and the elderly and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals. Assistance is available on a first-come, first-serve basis. Sign up in-person at the library. No advance reservations are accepted and no tax advice or assistance is available over the phone.

Many of the common tax forms are available and free at branches of the library, and others are downloadable from the IRS Web site.

What to Bring

  • Proof of identification (Photo ID)
  • Social Security cards for you, your spouse and dependents
  • Birth dates for you, your spouse and dependents
  • Wage and earnings statements (W-2s, 1099s, etc.)
  • Interest and dividend statements
  • Copy of last year’s tax returns
  • Proof of bank account routing and account numbers for direct deposit, such as a blank check
  • Total paid to daycare provider and provider’s tax ID number
  • Affordable Health Care statements (1095-A, B, or C)
  • Both spouses must be present to sign joint return
  • Copies of income transcripts from IRS and state, if applicable

Additional Information

To view/download forms, instructions and publications, click here: http://www.irs.gov/Forms-&-Pubs.

To order forms by U.S. mail, click here: http://www.irs.gov/uac/Forms-and-Publications-by-U.S.-Mail.

For more information, visit: www.irs.gov/

Established in 2004, Children’s Books on Wheels, is a 501(c)(3) charitable organization that began with a mission to promote literacy by providing books to children in at-risk, low income, rural, underdeveloped and urban settings. Since then, its vision has expanded to include an array of mobile education, health and financial literacy services for the people of Montgomery, Walker, Waller, Austin and Colorado counties. All services are in English, Spanish and Vietnamese. To learn more about Children’s Books on Wheels, visit www.childrensbooksonwheels.org or call (281) 844-7596.

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