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Miami VA Healthcare System

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Free Tax Preparation Services for Servicemembers, Veterans, their Families

February 6, 2018

The Miami VA Healthcare System is offering free tax preparation services to Servicemembers, Veterans and their families at the Bruce W. Carter VA Medical Center in downtown Miami. The address is 1201 NW 16th St. Miami, FL 33125.

Free tax preparation services will be offered on the following dates and times:

Time: 10 a.m. to 2 p.m.
Location: Room 2E109 (2nd floor computer lab)
Dates:

  • Saturday, Feb. 10
  • Friday, Feb. 16
  • Saturday, Feb. 17
  • Saturday, Feb. 24
  • Friday, March 2
  • Saturday, March 3
  • Saturday, March 10
  • Saturday, March 17
  • Friday, March 23
  • Saturday, March 24
  • Friday, March 30
  • Saturday, March 31
  • Friday, April 6
  • Saturday, April 7
  • Friday, April 13
  • Saturday, April 14

 Certified volunteers will assist in preparing the following:

  • Wages, salaries, etc. (Form W-2)
  • Interest Income (Form 1099-INT)
  • Dividends Received (Form 1099-DIV)
  • State Tax Refunds (Form 1099-G)
  • Unemployment Benefits (Form 1 099-G)
  • IRA Distributions (Form 1099-R)
  • Pension Income (Forms 1099-R, RRB-1099, CSA-1099)
  • Social Security Benefits (Form SSA-1 099)
  • Simple Capital Gain/Loss (Form 1099-8)
  • Sale of Home (Form 1 099-S) limited
  • Self-employed Income (Form 1099-MISC) limited
  • Gambling Winnings (Form W-2G)
  • Cancellation of Debt (Form 1 099-C) limited
  • Health Savings Accounts (Form 1099-SA) limited
  • Itemized Deductions limited
  • Education Credits (Form 1098-T)
  • Child Tax Credit
  • Earned Income Credit
  • ACA Statements (Forms 1095-A. B or C)
  • Prior Year and Amended Returns limited

 Volunteers will not prepare:

  • Schedule C with losses
  • Complicated Schedule D (capital gains and losses)
  • Form SS-5 (request for Social Security Number)
  • Form 8606 (non-deductible IRA)
  • Form 8615 (minor's investment income)
  • Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
  • Parts 4 & 5 of Form 8962 (Premium Tax Credits)

Servicemembers, Veterans and their families seeking tax preparation assistance must bring the following:

  • For married filing joint, both spouses must be present
  • All Forms W-2 and 1099
  • Information for other income
  • Information for all deductions/credits
  • A copy of last year's tax return
  • Proof of account for direct deposit of refund
  • Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
  • Proof of identification for yourself and/or your spouse
  • Total paid to day care provider and their tax ID number
  • Birth dates for you, spouse and or dependents on the return
  • Proof of foreign status if applying for ITIN
  • Forms 1095-A, B or C (ACA Statements)
  • For prior year returns, copies of income transcripts from IRS (and state, if applicable}

For questions or concerns, please contact Mernie Williams at 305-575-7000, ext. 3140.

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