Photo By Frances Seybold | The Marine Corps Base Quantico Tax Center offers cost-free federal and state income...... read more read more
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Before you arrive, please take the time to review the Pre-Filing Checklist below and complete the Client Intake Form (located on the website), to ensure that you can provide us with the required documents and information.
In addition to our limited scope, as an IRS certified VITA program, we only prepare returns within the scope of our certification. The IRS requires that we refuse service and advise you to seek professional assistance for certain returns. You can save yourself an unnecessary visit to the Tax Center by reviewing the following exclusions.
PLEASE NOTE, due to restructuring and limited staffing, the VITA Tax Center is NOT AUTHORIZED to prepare Income Tax Returns that contain the following:
• Gross income OVER $100,000,
• Rental property income,
• Stock and mutual fund sale income,
• Prior year(s) amended returns.
VITA Tax Centers are not authorized to complete returns with the following:
• Requests for social security numbers,
• Income from rental properties, royalties, partnerships, S corporations and trusts,
• Income or losses from farm operations and domestic production,
• Losses from business operations,
• Capital gains and losses,
• Health Savings Account deductions,
• Self-employed retirement and health plans,
• Alternative minimum income tax obligations,
• Household employment taxes from Schedule H, and credits for federal tax on fuels or Forms 2439, 8839, 8801, 8885.
Required Documents:
We are required to refuse service unless you can provide us with:
• Valid DoD-issued Military ID,
• Social Security cards for your spouse and family members claimed as exemptions,
• All W-2 forms,
• A copy of last year’s return,
• All records and documentation for expenses and charitable contributions, including daycare receipts, education expenses, real estate taxes, mortgage interest, or other deductible expenses. We CANNOT deduct your financial contributions or out-of-pocket expenses unless you have kept written records, such as receipts, credit card statements, bank records and written statements from a charity,
• Bank account and routing numbers or a void check if you wish to use direct deposit (recommended),
• 1098 and 1099 forms, if applicable.
Before you arrive at the Tax Center, please take the time to review the Pre-Filing Checklist (below) and complete the Client Intake Form (located on the website). All eligible patrons MUST present Social Security cards for every name on the tax return.
In an effort to answer some additional questions you may have, please refer to the frequently asked questions found below.
Frequently Asked Questions:
1. Where is the Tax Center located?
• The tax center is located in the rear of the Legal Assistance building at 3095 Roan Street.
• Please follow the signs and enter through the rear door facing the railroad tracks.
• The Tax Center cannot be accessed by way of the Legal Assistance Office.
2. Are you eligible for our services?
• Services are provided to active duty personnel, a military dependent, or retiree with a valid DoD-Issued Military ID.
3. When is the Tax Center open?
• The Tax Center is open from Feb. 1 – April 18
• Mondays & Wednesdays: 8:30 a.m. – 3 p.m.
• Tuesdays & Thursdays: 11 a.m. – 5:30 p.m.
• Fridays: 8:30 a.m. – 1 p.m.
4. Do I need to make an appointment?
• Eligible patrons will be seen on a walk-in basis only.
• All returns are filed on a first-come, first-served basis. Active duty military personnel in uniform will receive priority placement in order to facilitate them returning to work as quickly as possible.
5. Who needs to be present at the time of service in the Tax Center?
• If married and filing jointly, both taxpayers must be present to sign the return, or present a signed Power of Attorney which specifically includes the authority for the agent to prepare and sign income tax returns.
6. Can more than one parent claim a child or children for income tax dependency exemption purposes (i.e. parents who are legally separated or divorced)?
• Yes, if you do this, please bring court documents such as separation agreements, custody agreements, divorce decrees and a signed Form 8332.
For more information, please call 703-784-3976 or visit the Tax Center website at: http://www.quantico.marines.mil/Offices-Staff/Legal-Services-Support-Section/Tax-Services/
Pre-filing checklist:
• Services are provided to active duty personnel, a military dependent, or retiree with a valid DoD-issued military ID.
Gather the following materials:
• Your valid DoD-issued military ID;
• Social Security Cards for you, your spouse and all family members you wish to claim as dependents: Please understand that this is an IRS requirement to maintain our license and operate the Tax Center. It must be enforced, no exceptions.
• All W-2 forms for the past year;
• A copy of last year’s income tax return: If you do not have a copy of last year’s income tax return, you may use Form 4506-T to request one from the IRS, available at www.IRS.gov;
• If you have made any charitable contributions, paid for daycare, or paid for education, gather the receipts and records of your expenses (we cannot deduct out-of-pocket expenses without records);
• Statements for real estate taxes, loan interest, and other deductible expenses;
• Form1098 and Form 1099 for education and miscellaneous income; and
• Any other forms, receipts, or information that you believe may assist us in getting you the best result.
Print and fill out the Client Intake Form - Doing so before arriving at the Tax Center will substantially reduce your wait time.
Priority is given to active duty personnel in uniform. While each client will be seen as quickly as possible, we instituted this policy to ensure we are taking care of those individuals for whom the services are intended first, and so that they can return to work as soon as possible. Our mission is to provide this service to Marines at minimal consequences to them, their commands and their duties.
Are you married and filing jointly? Both spouses must sign the return -- unless a signed Power of Attorney, which specifically includes the authority to file income tax returns on behalf of your spouse, is presented.
Would you like to receive your refund in the next few days? Bring a voided check, your checkbook, or routing number and bank account.
If you have children, please arrange for child care. Children may wait with you, however, some returns may take several hours to prepare and our experience is that children do not enjoy the wait. Accordingly, it is highly recommended that you arrange for child care instead of bringing your child or children with you.
Our busiest hours are during the noon hour and near the end of the business day. Try to expedite your visit by avoiding those peak times. Also, do not wait until the last day of Tax Season or at the close of business to file your return. High volume often leads to longer wait times.
Persons who are having a tax return e-filed must be present to sign the tax return and the e-file authorization. The Tax Center will not allow anyone to take our documents off premises. We will be as accommodating as possible, but in order to ensure compliance with IRS requirements and to ensure the safety of the information in your tax returns, a taxpayer and spouse will be required to be physically present in the office (although it can be at different times).
The Tax Center is located at 3095 Roan Street, Marine Corps Base Quantico. Park in the Legal Assistance parking lot, adjacent to the building. Follow the signs and enter the Tax Center through the rear door (facing the railroad tracks). The Tax Center cannot be accessed through the front of the building; you will be redirected to the back door entrance.
For more information, please call 703-784-3976 or visit the Tax Center website at: http://www.quantico.marines.mil/Offices-Staff/Legal-Services-Support-Section/Tax-Services/
| Date Taken: | 01.25.2018 |
| Date Posted: | 01.26.2018 15:31 |
| Story ID: | 263483 |
| Location: | QUANTICO, VIRGINIA, US |
| Web Views: | 176 |
| Downloads: | 0 |
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