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Bentley University Students Offer Free Income Tax Help
Bentley University students are offering free tax return preparation for residents of Waltham, Mass., and surrounding communities through April 10, with the exception of Spring Break, March 8 to 16. This is the 15th consecutive year Bentley has offered this service through the IRS-sponsored Volunteer Income Tax Assistance (VITA) program. Residents and community organizations seeking more information about this valuable program, please call 781.891.2714 or email ga_VITA@bentley.edu.
Both Bentley undergraduate accounting degree and masters in accounting degree students offer their expertise to those in need, particularly the elderly, low and limited income taxpayers, and individuals with disabilities. Tax returns are done on a first come, first served basis. Please note services do not include preparing tax returns with rental income/expenses; Schedule C — income from a sole proprietorship; or a return with more than five security transactions. Last year, more than 70 student volunteers were on hand to prepare in excess of 1000 (federal and state) income tax returns.
The VITA Program is offered through Bentley's Service-Learning Center (BSLC), which promotes academic learning and development through community service. BSLC believes that students' community involvement outside of the classroom contributes significantly to what they learn in the classroom. All participating students are required to pass the IRS VITA certification exam before being accepted into the VITA program.
What to Bring
The VITA program is held in Morison Hall, Room 101 on the Bentley campus at 175 Forest Street. It is open Tuesdays and Thursdays from 5:00 to 8:00 p.m. and Saturdays from 11:00 a.m. to 4:00 p.m. Please note that sessions will not be held during Spring Break, March 9 - 17.
Residents should bring:
• Proof of all income (including bank interest)
• A copy of last year's Federal (Form 1040) and State tax returns, if available
• All forms W-2, 1099 and any other tax documents received for 2013.
• Mass Health or Medicaid card (if applicable)
• Proof of Health Insurance form from your health provider for MA tax form.
• Social Security or ITIN cards for you, spouse and all dependents.
Directions to Bentley University are available by calling 781.891.2100 or at bentley.edu/directions.
The Yawkey Foundations have recognized Bentley University’s longstanding commitment to service-learning and awarded the university $500,000 to educate students to effectively lead nonprofit organizations and expand student efforts to help community groups.