Toepel Offers Free Tax Preparation for Eligible Constituents
3/1/2012
RED HILL, PA — Appointments with volunteer tax preparation experts are now being scheduled in Rep. Marcy Toepel’s (R-Montgomery) district office on Tuesday, March 20, between 10 a.m. and 3:30 p.m. to assist senior citizens, persons with disabilities and low-income individuals with tax questions on their tax returns.

The United Way offers this program known as the Volunteer Income Tax Assistance, or VITA. Certain income restrictions apply to be eligible for this assistance. To schedule an appointment or ask for additional information, call Toepel’s district office at (215)-679-3082.

“Preparing your taxes can be a confusing prospect and no one should think they have to tackle it by themselves,” said Toepel. “Because many low-income people cannot afford to hire an accountant to review their tax documents, VITA volunteers are a valuable asset in our community.”

VITA’s trained volunteers will provide information on financial literacy and tax credits for which constituents might be eligible.

In order to quality for VITA, a family’s annual gross income must be less than $60,000, an individual’s yearly income must be less than $33,000 and a person’s investment income limit is $3,150 per year.

To assist with this tax preparation service, all tax documents must be brought along and both spouses must be present to sign the required forms for electronic filing of a joint return.

Individuals and couples should bring the following: 

        • Social Security cards 
        • Photo identification 
        • Tax forms and instructions for the current year 
        • W-2s, 1099s, 1099-Rs and other tax documents 
        • A copy of their 2010 tax returns (federal and state) 
        • Bank routing number and bank account number for Direct Deposit

Toepel’s district office is located at 80-A Gravel Pike in Red Hill. For directions or more information, constituents can call the district office at (215)-679-3082 or visit her website at RepToepel.com.

State Representative Marcy Toepel
147th District, Pennsylvania House of Representatives
Media Contact: Lauren Whetzel
lwhetzel@pahousegop.com
717.260.6451
Share |