Free Tax Preparation

ATTENTION: If you drop your taxes off now, we may not be able to file them before the April 19th tax deadline.

CEOC will continue to prepare taxes through June 30th, 2022.

If you are due a refund, the April 19 deadline does not apply to you. You have 3 years to file your taxes to get your refund.

If you owe money, you have to file and pay by April 19, 2022 or you will be charged penalties and interest. You can file an extension to avoid a late filing fee, but you will still be charged for interest and penalties. To file an extension, visit:https://www.irs.gov/forms-pubs/extension-of-time-to-file-your-tax-return

If you need your refund sooner, please look for another VITA tax preparation site by visiting: https://irs.treasury.gov/freetaxprep

 

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, and English.

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When

CEOC will begin preparing taxes on February 7, 2022.

Who

We are able to serve returning CEOC customers.  If you are a new tax client and want to ask whether you are eligible for our free tax prep services, please contact Mitchell Goldstein at taxes@ceoccambridge.org.

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 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 Monday – Friday 10 am – 5 pm

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 Monday – Friday 10 am – 5 pm

3. Please fill out this form with 2021 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 you, your dependents and/or your spouse
  • A copy of last year’s tax return if not prepared by CEOC
  • Copy of any mail from the Massachusetts Department of Revenue and/or any mail from the IRS.
  • W2 forms from all jobs in 2021 (please keep your original and give us the small part of your W2 that says “Federal copy” or give us a photocopy)
  • Copies of all 1099 forms- 1099G (unemployment), 1099 R (pension payments), 1099INT (bank interest), 1099SSA (Social Security), 1099-NEC for self-employment, 1099 (FMLA)
  • Copy of proof of health insurance (Health insurance cards, 1099-HC and 1095-A. 1095-C if applicable) for taxpayer, spouse, and all dependents
  • If you received the premium tax credit from the Health Connector, you must bring in a copy of your 1095A
  • Total child care expenses in 2021, and child care provider’s name, address, and Employer Identification Number (EIN) or Social Security Number (SSN)
  • Copies of all tuition payments (Form 1098T), college statements, receipts for materials
  • Copy of total student loan interest paid (Form 1098E) or lender statement
  • Proof of ANY deductible out of pocket expenses (mortgage interest, real estate taxes, medical expenses, property tax, etc.)
  • IRS Letter 6419 for monthly Child Tax Credit payments in 2021
  • IRS Letter 6475 for Economic Impact Payments in 2021
  • For clients who are self-employed: (for example, Uber / Lyft / taxicab drivers or daycare providers), if you plan to deduct expenses, we are happy to help you prepare your taxes, but require that you provide a prepared list of deductible expenses totaled by category.  For Uber / Lyft drivers, please provide the deductible form that Uber / Lyft provides to you.

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

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.

You can drop your tax documents to one of our two Cambridge locations.

– For 11 Inman Street: Drop off your tax envelope in the secured grey drop box located at 11 Inman Street on the stairs or through the mail slot in our door.

– For 266B Rindge Avenue: Drop off your tax envelope in the drop box outside of 266B Rindge Avenue.

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:

CEOC COVID safety

CEOC has two food pantries!  In North Cambridge, we serve people on Mondays and Wednesdays from 2 – 6 pm. In Central Square, we serve people on Tuesdays from 12 – 2 pm and on Thursdays from 11 am – 1pm.

For COVID safety, we require face masks and social distance (6 feet distance from others).  Our Central Square pantry is outside.

¡Tenemos dos despensas de comida! Nuestro sitio en 266B Rindge Avenue está abierta los lunes y los miercoles desde las 2 – 6 pm.  Nuestro sitio en 11 Inman Street está abierta los martes 12– 2 pm y los jueves 11 am – 1 pm.

Para el salúd de todos, si visita la despensa, se requiere una cubierta facial y que mantenga una distancia de seis pies entre usted y cualquier otra persona.

Aunque nuestro edificio está cerrado al público, estamos trabajando. Estamos pendiente del teléfono y del correo electrónico y estamos para servirles.

CEOC’s building is closed to the public but we are working to serve you! You can reach us by telephone, email, and by using our contact form.

-last updated September 13, 2021