PREPARACIÓN DE IMPUESTOS VIRTUALES EN ESPAÑOL

The Internal Revenue Service (IRS) has announced they will begin to accept and process paper and electronic returns on Friday, February 12, 2021.

The Dallas Community Tax Centers will begin to prepare tax returns starting Monday, February 1st.

PLEASE NOTE: AT THIS TIME, WE ARE NOT PREPARING NON-RESIDENT TAX RETURNS.

WE WILL BEGIN ACCEPTING THESE RETURNS IN MARCH. THANK YOU.

Virtual VITA Tax Preparation :

One of the options we have available is our completely virtual tax preparation. As a client, you will be able to join our private client portal, upload all tax documents into a secure server, and talk to our site coordinators one on one. This option will allow you to go through the tax preparation process at the comfort of your own home.

Virtual Tax Preparation

SCAN2Go! (Dropoff at our tax sites):

Our SCAN2Go dropoff option will be available at select locations. This option is best for clients who do not have access to a computer or a smartphone to upload their own documents. We will keep contact at a minimum to ensure the safety of our staff and our clients. THERE WILL BE NO TAX PREPARATION DONE AT OUR TAX SITES.

SCAN2GO

VITA2Go! (Drive-Thru Dropoff):

Our Drive-Thru dropoff option will be available at select locations. This option is best for clients who do not have access to a computer or a smartphone to upload their own documents. We will keep contact at a minimum to ensure the safety of our staff and our clients.

VITA2Go!

Who is Eligible?

Who is eligible to use VITA Taxes 2 Go?

Taxpayers who make less than $58,000 per year.
Individuals who are filing their current year 2020 taxes and prior years (2019, 2018, 2017).
Taxpayers who wish to renew their ITINs and file the current year’s tax return.

Who is NOT eligible to use VITA Taxes to Go?

Taxpayers who use the Married Filing Separately Status.
Taxpayers who have rental income.
Taxpayers who need to amend a tax return that has already been filed.

What Technology will I need?

You will need a smartphone or a computer to complete required forms, scan or photograph your tax documents to be uploaded to your designated folder, and verify your identity.

You will need access to a stable internet connection as well as a working number and email address.

How long will the process take?

You will need at least 30 minutes to complete the intake sheet, Virtual VITA consent form, and expense sheet (if applicable).

After your taxes have been uploaded, the time frame to complete and review your return will be around 72 hours, depending on the complexity of your return.

Will I need to schedule a phone/video call appointment?

For our Virtual VITA clients:

Once your tax return has been completed and quality reviewed, we will contact you to schedule a video conference call with a tax preparer. This will be necessary in order to verify your identity. During this video call, we will go through your return before you can sign the consent to e-file your return.

For our SCAN2GO & VITA2GO clients:

Once your tax return has been completed and quality reviewed, we will contact you to schedule a phone call with your tax preparer. During this phone call, we will go through your return before you can sign the consent to e-file your return.

Is it safe to submit my documents via the Virtual VITA, VITA2GO and SCAN2GO!?

Your privacy and security is the most important part of this process.

Our partnership with Moxtra allows us to provide our Community Tax Centers clients with some of the world’s leading financial institutions.
All your tax documents will be uploaded to a secure server.
We will be sending your return to you via an encrypted pdf that only you will be able to access.
Our organization uses an IRS issued software called TaxSlayer, which provides multiple security measures to authenticate the login of one of our certified tax preparers.
Once a return has been transmitted and accepted, the client data will be wiped clean.

What forms will I need?

For a complete list of the forms you will need to fill out and upload, please click the button below:

What forms will I need?

WHAT FORMS WILL I NEED?

Don’t know what forms you’ll need to upload?

Download our comprehensive checklist to make sure you have all tax documents in place BEFORE uploading your documents:

DCTC Document Checklist

Apart from your tax forms, you will also need to fill out the IRS Intake Sheet (Form 13614-C), the Virtual VITA Consent (Form 14446) and if applicable, the Self-Employment Expense sheet:

INTAKE SHEET (FORM 13614-C)

VIRTUAL VITA CONSENT (FORM 14446)

SELF EMPLOYMENT EXPENSES

Did You Have Marketplace Coverage for the Tax Year you are presenting?

If you had health coverage through the Marketplace (Obamacare) you will need to upload your form 1095-A. This form would have been mailed to you at the beginning of the year.

If you had Marketplace coverage but did not receive a form 1095-A you have two options:

1. Log into your HealthCare.gov account.
2. Under “Your Existing Applications,” select your 2019 application — not your 2020 application.
3. Select “Tax Forms” from the menu on the left.
4. Download all 1095-As shown on the screen.

Get screen-by-screen directions, with pictures (PDF).

Or call the Marketplace Call Center at:

1-800-318-2596 (TTY: 1-855-889-4325)

Available 24 hours a day, 7 days a week (except holidays)

You can use the following form to fill out when you speak to an agent:

FORM 1095-A

How Virtual VITA Tax Preparation Works:

Our Virtual Tax Preparation is best for clients who have access to a computer or a smartphone. This process is completely virtual from start to finish. All communication will be using the Moxtra website and Moxtra mobile application.

TO BE A PART OF OUR VIRTUAL VITA TAX PREPARATION OPTION, PLEASE FOLLOW THESE STEPS:

1. Create a Moxtra account using the link below.

VIRTUAL VITA CLIENT PORTAL

Please create an account using a working email address that you will have access to. This is where you will get all of your message notifications.

2. You will receive a direct message from one of our administrative staff within 24 hours instructing you to submit your documents and answer any questions you might have.

Please NOTE: While we work diligently to make sure all of our clients are served as soon as possible, we cannot guarantee this response time during the weekends.

3. Once you have submitted your documents, our tax preparers will begin to complete your return and have it quality reviewed.

If a tax preparer has a question regarding a part of your return, they will attempt to contact you with your main form of communication.

4. Once a return is being quality reviewed, we will call to schedule a follow-up Video Review Call. This call will be to verify your identity and to go over your return.

If you are filing as Married Filing Jointly, BOTH spouses must be present for the review call.

5. Once a review call has been scheduled and completed, you will receive an encrypted pdf of your tax return via the Moxtra platform. Your tax preparer will walk you through your return and you will be able to sign Form 8879, allowing us to e-file your tax return.

Once the return has been signed, you will immediately receive a signed copy of your return for your records via your email. The form will also appear on the Moxtra conversation you will be conducting with our staff.

6. After you have signed Form 8879, our tax preparers will transmit your return to the IRS and you’ll be on your way to getting your tax refund!

We continue to monitor our tax returns to make sure they have been accepted by the IRS. If for some reason your return is rejected, we will reach back out to you to fix the error.

What forms will I need?

For a complete list of the forms you will need to fill out and upload, please click the button below:

What forms will I need?

How VITA2Go (Drive-Thru Dropoff) Works:

Our VITA To Go! Tax Preparation is best for clients that do not have access to a printer or would like to “drop off” their tax documents rather than upload them:

1. For the month of February, our VITA2GO (drive-thru VITA) events will take place on Saturdays from 10 am – 2 pm at:

Southern Bible Institute & College

7200 S Hampton Rd, Dallas, TX 75232.

Download our comprehensive checklist to make sure you have all tax documents in place BEFORE arriving at our drop off location:

DCTC Document Checklist

2. Upon arriving, please fill out our intake packet (they will be available at the selected location) and organize your tax documents.

3. You will be directed in a line to the two stations that will serve you:

The first station will verify your eligibility and verify you have all the necessary documents with you.

The second station will take your documents and scan them into our cloud system without you having to leave your car.

4. Once we have scanned your documents, our staff will upload your documents to a secure server where our tax preparers will begin to work on your return. NO TAX PREPARATION WILL BE CONDUCTED AT OUR VITA2GO EVENTS.

5. Our tax preparers will begin to prepare your tax returns off site, and will send it for quality review once it has been completed.

If a tax preparer has a question regarding a part of your return, they will attempt to contact you with your main form of communication.

6. Once a return is being quality reviewed, we will call to schedule a follow up Phone Review Call. This call will be to verify your identity and to go over your return.

If you are filing as Married Filing Jointly, BOTH spouses must be present for the review call.

7. Once a review call has been set up, you will receive an encrypted pdf of your tax return via email. Your tax preparer will walk you through your return and you will be able to sign the Form 8879, allowing us to e-file your tax return.

Once the return has been signed, you will receive a signed copy of your return for your records.

8. After you have signed Form 8879, our tax preparers will transmit your return to the IRS and you’ll be on your way to getting your tax refund!

We continue to monitor our tax returns to make sure they have been accepted by the IRS. If for some reason your return is rejected, we will reach back out to you to fix the error.

What forms will I need?

For a complete list of the forms you will need to fill out and upload, please click the button below:

What forms will I need?

How SCAN2GO (Tax Site Dropoff) Works:

Our SCAN2GO option will be available on limited dates at specific sites, and you will need to make an appointment at most sites in order to use this option.

1. Schedule an appointment to visit one of our available SCAN2GO sites.

Download our comprehensive checklist to make sure you have all tax documents in place BEFORE arriving at our drop off location:

PLEASE NOTE:

MASKS MUST BE WORN AT ALL TIMES,

ALL OF OUR SCAN2GO SITES WILL BE FOLLOWING CDC AND SOCIAL DISTANCING GUIDELINES.

ONLY THE PRIMARY TAXPAYERS WILL BE ALLOWED TO COME INSIDE THE SITES, AND EVERYONE WILL HAVE THEIR TEMPERATURE TAKEN.

IF YOU ARE FEELING UNWELL, PLEASE CONTACT US TO RESCHEDULE YOUR APPOINTMENT

DCTC Document Checklist

FRETZ PARK APPOINTMENT CALENDAR

What forms will I need?

For a complete list of the forms you will need to fill out and upload, please click the button below:

What forms will I need?

2. Before arriving, please download the intake sheet and consent sheet and fill it out. If you do not have access to a printer, please let our staff know and they will give you a packet to fill out. Please make sure you have your tax documents organized before being seen.

3. Our staff will go over your tax documents and intake sheets to make sure everything is in order.

We will verify your eligibility and verify you have all the necessary documents with you. At this point, we will ask any questions our tax preparers might need in order to complete your return.

4. Our staff members will then scan your documents into a secure server. TAX PREPARATION WILL NOT BE COMPLETED ON SITE. Our tax preparers will begin your return off site.

If a tax preparer has a question regarding a part of your return, they will attempt to contact you with your main form of communication.

5. Once a return is being quality reviewed, we will call to schedule a follow up Phone Review Call. This call will be to verify your identity and to go over your return.

If you are filing as Married Filing Jointly, BOTH spouses must be present for the review call.

6. Once a review call has been set up, you will receive an encrypted pdf of your tax return via email. Your tax preparer will walk you through your return and you will be able to sign the Form 8879, allowing us to e-file your tax return.

Once the return has been signed, you will receive a signed copy of your return for your records.

7. After you have signed Form 8879, our tax preparers will transmit your return to the IRS and you’ll be on your way to getting your tax refund!

We continue to monitor our tax returns to make sure they have been accepted by the IRS. If for some reason your return is rejected, we will reach back out to you to fix the error.

The Internal Revenue Service (IRS) has announced they will begin to accept and process paper and electronic returns on Friday, February 12, 2021.

The Dallas Community Tax Centers will begin to prepare tax returns starting Monday, February 1st.

PLEASE NOTE: AT THIS TIME, WE ARE NOT PREPARING NON-RESIDENT TAX RETURNS.

WE WILL BEGIN ACCEPTING THESE RETURNS IN MARCH. THANK YOU.

Virtual VITA Tax Preparation :

SCAN2Go! (Dropoff at our tax sites):

VITA2Go! (Drive-Thru Dropoff):

Who is Eligible?

Who is eligible to use VITA Taxes 2 Go?

Who is NOT eligible to use VITA Taxes to Go?

What Technology will I need?

How long will the process take?

Will I need to schedule a phone/video call appointment?

For our Virtual VITA clients:

For our SCAN2GO & VITA2GO clients:

Is it safe to submit my documents via the Virtual VITA, VITA2GO and SCAN2GO!?

What forms will I need?

More Questions?

WHAT FORMS WILL I NEED?

Don’t know what forms you’ll need to upload?

Download our comprehensive checklist to make sure you have all tax documents in place BEFORE uploading your documents:

Apart from your tax forms, you will also need to fill out the IRS Intake Sheet (Form 13614-C), the Virtual VITA Consent (Form 14446) and if applicable, the Self-Employment Expense sheet:

Did You Have Marketplace Coverage for the Tax Year you are presenting?

1-800-318-2596 (TTY: 1-855-889-4325)

How Virtual VITA Tax Preparation Works:

TO BE A PART OF OUR VIRTUAL VITA TAX PREPARATION OPTION, PLEASE FOLLOW THESE STEPS:

2. You will receive a direct message from one of our administrative staff within 24 hours instructing you to submit your documents and answer any questions you might have.

3. Once you have submitted your documents, our tax preparers will begin to complete your return and have it quality reviewed.

4. Once a return is being quality reviewed, we will call to schedule a follow-up Video Review Call. This call will be to verify your identity and to go over your return.

5. Once a review call has been scheduled and completed, you will receive an encrypted pdf of your tax return via the Moxtra platform. Your tax preparer will walk you through your return and you will be able to sign Form 8879, allowing us to e-file your tax return.

6. After you have signed Form 8879, our tax preparers will transmit your return to the IRS and you’ll be on your way to getting your tax refund!

More Questions?

What forms will I need?

How VITA2Go (Drive-Thru Dropoff) Works:

1. For the month of February, our VITA2GO (drive-thru VITA) events will take place on Saturdays from 10 am – 2 pm at:

Southern Bible Institute & College

7200 S Hampton Rd, Dallas, TX 75232.

2. Upon arriving, please fill out our intake packet (they will be available at the selected location) and organize your tax documents.

3. You will be directed in a line to the two stations that will serve you:

4. Once we have scanned your documents, our staff will upload your documents to a secure server where our tax preparers will begin to work on your return. NO TAX PREPARATION WILL BE CONDUCTED AT OUR VITA2GO EVENTS.

5. Our tax preparers will begin to prepare your tax returns off site, and will send it for quality review once it has been completed.

6. Once a return is being quality reviewed, we will call to schedule a follow up Phone Review Call. This call will be to verify your identity and to go over your return.

7. Once a review call has been set up, you will receive an encrypted pdf of your tax return via email. Your tax preparer will walk you through your return and you will be able to sign the Form 8879, allowing us to e-file your tax return.

8. After you have signed Form 8879, our tax preparers will transmit your return to the IRS and you’ll be on your way to getting your tax refund!

More Questions?

What forms will I need?

How SCAN2GO (Tax Site Dropoff) Works:

1. Schedule an appointment to visit one of our available SCAN2GO sites.

PLEASE NOTE:

MASKS MUST BE WORN AT ALL TIMES,

ALL OF OUR SCAN2GO SITES WILL BE FOLLOWING CDC AND SOCIAL DISTANCING GUIDELINES.

ONLY THE PRIMARY TAXPAYERS WILL BE ALLOWED TO COME INSIDE THE SITES, AND EVERYONE WILL HAVE THEIR TEMPERATURE TAKEN.

IF YOU ARE FEELING UNWELL, PLEASE CONTACT US TO RESCHEDULE YOUR APPOINTMENT

THE SCAN2GO SITES AVAILABLE THIS TAX SEASON:

NORTH DALLAS SHARED MINISTRIES WILL BEGIN TO ACCEPT CLIENTS ON FEBRUARY 2nd, 2020.

ADDRESS:

HOURS

STARTING MARCH 2ND, NORTH DALLAS SHARED MINISTRIES WILL BE REQUIRING APPOINTMENTS FOR OUR SCAN2GO SERVICES. TO MAKE AN APPOINTMENT PLEASE CLICK ON THE FOLLOWING BUTTON TO GO TO OUR SCHEDULING SITE:

CATHOLIC CHARITIES WILL BEGIN TO ACCEPT NEW APPOINTMENTS ON FEBRUARY 1ST, 2021.

ADDRESS:

HOURS

TO MAKE AN APPOINTMENT PLEASE CLICK ON THE FOLLOWING BUTTON TO GO TO OUR SCHEDULING SITE:

FIRST COMMUNITY WILL BEGIN TO ACCEPT NEW APPOINTMENTS ON FEBRUARY 1ST, 2021.

ADDRESS:

HOURS

TO MAKE AN APPOINTMENT PLEASE CLICK ON THE FOLLOWING BUTTON TO GO TO OUR SCHEDULING SITE:

HAMPTON-ILLINOIS LIBRARY WILL BEGIN TO ACCEPT NEW APPOINTMENTS ON FEBRUARY 1ST, 2021.

ADDRESS:

HOURS

TO MAKE AN APPOINTMENT PLEASE CLICK ON THE FOLLOWING BUTTON TO GO TO OUR SCHEDULING SITE:

FRETZ PARK WILL BEGIN TO ACCEPT NEW APPOINTMENTS ON FEBRUARY 1ST, 2021.

ADDRESS:

HOURS

TO MAKE AN APPOINTMENT PLEASE CLICK ON THE FOLLOWING BUTTON TO GO TO OUR SCHEDULING SITE:

What forms will I need?

2. Before arriving, please download the intake sheet and consent sheet and fill it out. If you do not have access to a printer, please let our staff know and they will give you a packet to fill out. Please make sure you have your tax documents organized before being seen.

3. Our staff will go over your tax documents and intake sheets to make sure everything is in order.

4. Our staff members will then scan your documents into a secure server. TAX PREPARATION WILL NOT BE COMPLETED ON SITE. Our tax preparers will begin your return off site.

5. Once a return is being quality reviewed, we will call to schedule a follow up Phone Review Call. This call will be to verify your identity and to go over your return.

6. Once a review call has been set up, you will receive an encrypted pdf of your tax return via email. Your tax preparer will walk you through your return and you will be able to sign the Form 8879, allowing us to e-file your tax return.