Tax Preparation

Tax Preparation

ATTENTION: CEOC’s tax preparation services will run from Monday, January 29th, 2024 until Friday, June 28th, 2024.

CEOC offers free tax preparation to people with low or moderate incomes, persons with disabilities, the elderly and limited English speaking taxpayers who need help in preparing their own tax returns. IRS-certified staff provide free basic income tax return preparation with electronic filing to qualified individuals. This service is offered in Spanish, Amharic, Portuguese, Haitian Creole, and English.

When: CEOC will begin preparing taxes on Monday, January 29, 2024 and will stop the tax preparation service on June 28, 2024.

Who: We are able to serve returning CEOC customers who had their taxes prepared by us last year.  If you are a new CEOC tax client, we are able to serve you if you are a Cambridge resident.  All eligible clients’ income should not exceed $75,000 per year to obtain our free income tax service. During tax season, when you call our office, you may get voicemail.  Please leave a message and we will return your call as soon as possible.

What: CEOC’s free tax preparation services will happen via document drop off and remote preparation this year to reduce the spread of COVID-19.  Please carefully follow the instructions below in order to have your tax return processed.

Step One – Complete forms and gather documents

Please complete these three required forms:

  1. Please complete and return Form 13614-C when you submit your tax documents. If you do not have a printer, we will have blank copies of this form on our porch at 11 Inman Street.
  2. Please complete, sign and return Form 14446 when you submit your tax documents. If you do not have a printer, we will have blank copies of this form on our porch at 11 Inman Street.
  3. Please fill out this form with 2023 amounts.

 

Please gather these materials for physical drop off/virtual tax prep service at CEOC:

  • A copy of your Photo ID
  • A copy of Social Security Card or Individual Taxpayer ID Letter (ITIN) for anyone on your tax return
  • A copy of last year’s tax return if not prepared by CEOC
  • Copies of all applicable 1099 forms: 1099-G (unemployment), 1099-R (retirement payments), 1099-INT (interest statements), 1099-DIV (dividend statements), 1099-SSA (Social Security), 1099-NEC (self-employment), 1099-MISC (miscellaneous income)
  • Any mail from the Massachusetts Department of Revenue and/or any mail from the IRS.
  • If you have income from employment: W2 forms from all jobs in 2023 (please keep your original and give us a photocopy). You should receive forms by January 31st from your employer
  • If you have income from self-employment (like Uber/Lyft drivers, cleaning company, childcare services): bring a list of deductible expenses by category. For Uber/Lyft and similar app-based self-employment, bring any tax documents the company prepares for you which includes mileage and other deductible expenses. You will need to bring 1099-NEC and/or 1099-K, 1099-MISC, records of income not reported on 1099 forms, records of expenses (including receipts, credit statements, etc.), record of estimated tax payments
  • Health Insurance Forms: Form 1099-HC (if insured by employer), Forms 1095-A (if insured by Health Connector/the Marketplace), Form 1095-B, a copy of your Mass Health card (if insured through Mass Health)
  • For Daycare/Childcare Espenses: Total child care expenses in 2023, including a letter from your childcare provider with their name, address, and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Form 1098-T and a list of expenses for post-secondary education (college in any form: associates, bachelors, or graduate education)
  • Form 1098-E if you paid on your student loans
  • Proof of ANY deductible out of pocket expenses (mortgage interest, real estate taxes, medical expenses, property tax, donations, etc.)
  • Total amount paid in 2023 for: rent, T-pass/MBTA card, and/or EZ Pass

 

Please double check that you have all of your documents before dropping off your materials to prevent delays in the processing.

 

Step 2 – Secure document drop off at 11 Inman Street

Once you complete the two forms and gather all of your information, please place all documents into one envelope (we have some on our porch at 11 Inman Street if you need one). If you request a particular preparer, please address the envelope to them.  Please include a phone number where we can reach you directly. If you’re dropping off your documents during business hours, you may come into the office and hand them off to a staff member. If outside of business hours, please drop your tax documents in the secured grey drop box on the stairs or through the mail slot in our door.

 

Have questions about anything on the list? Gather what you can – your preparer will be happy to answer questions when it’s time to prepare your taxes. We will contact you if we have any questions while we prepare your return and we will call you when your taxes are completed.

 

Step Three – About your tax preparer

Your tax preparer will stay in contact with you throughout the process and will let you know if any further information is needed.  Your preparer will contact you to arrange a date and time for you to review the tax preparation and sign the final forms required for us to submit your taxes to the IRS.

 

Your rights

Your civil rights are protected – learn more here about your rights.

Complete our form below for questions about Tax Preparation: