2014 Tax Year 2015 Filing Season Special Assistants Sarah Mackey Liaisons Accounting Valentina DAnna Law Zac Burley Other Volunteer Recruiter Agnes Wang Site Coordinator Dr Cathy Bowen ID: 797139
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Slide1
VITA-Volunteer Income Tax Assistance
2014 Tax Year
2015 Filing Season
Slide2Special Assistants
Sarah
Mackey
Slide3Liaisons
Accounting
Valentina
DAnna
Law
Zac Burley
Slide4Other
Volunteer Recruiter
Agnes Wang
Site
Coordinator
Dr. Cathy Bowen
Slide5What is VITA
Nationwide program
Sponsored by IRS-Internal Revenue Service
Volunteers and community organizations
Started in 1969, first returns prepared in 1970
Income eligible taxpayer
Slide6PSU-VITA ProgramStarted in 2004 tax year
Penn State Cooperative Extension/College of Agricultural Sciences
2007 TY law students volunteered
2009 TY accounting students volunteered
2014 TY (2015 filing season) = 11th year
Slide7Hand off to Sarah, Austin, and Valentina(Zac---on a job interview)
Slide8Cooperative Program
Slide9Program BenefitsTaxpayer/Community
Free return preparation
e
-filing/faster refunds
Increased awareness of campus units and exposure to positive models of Penn State students Provide additional educational information
Slide10Program Benefits-2013 Impact
MyFreeTaxes
—returns completed with IRS free file program under special PSU link = 43 completed.
Item
2013 TY
$ Impact
Volunteer hours 1,988@$22
$43,736
Taxpayer
fees saved 701 returns @$152
$106,552
Total
federal refund
$806,955
State Refunds
$43,946
Grand Total
$1,001,189
Slide11Program BenefitsVolunteers
Increase understanding of personal income taxes
Build your resume
Develop skills in working with others
Personal satisfaction of helping othersMiller Center Public Interest Advocate Certificate—law studentsReference outside of your academic area
Camaraderie/Fun
Slide12Program Benefits-University Recognition—Faces Campaign (
2012 faces.psu.edu
)
Slide13Slide142013 TY--New Website!
Slide15Site---Ferguson Bldg. Room 10
Slide16Site DetailsAppointments Only Site
Tues. Wed. Thurs. 5-9 p.m.(advertise
5-8 p.m. last appt. is 7 p.m.)
Saturday 9-3 p.m. (last appt. 3 p.m.)Open from Feb. 2 to April 11, 2015
Closed for Spring Break (March 8-14, 2015)
Slide17Slide18Slide19Slide20Slide21Slide22Slide23Volunteer RequirementsVolunteers must be certified by IRSLink ’n Learn-on-line,
self-study (federal)
In person
supplement (federal and PA)
3 hour shift commitmentAbility to be conversational, ask questions, friendly personalitySee Training Schedule. Please keep for reference.
Slide24Study/Reference Materials4491 Training GuideTest/Retest Booklet
Publication 17
1040 Instruction Booklet
4012—Key Reference at the site
Slide25Special RemindersDo you have two e-mail accounts—please link them or READ both daily so you do not miss messages about VITA.Special PA Tax Webinar—optional but suggested.
Tuesday, November 3, 2014, 1 to 4 p.m.
211 Business Bldg. Come and go as your schedule permits
Slide26Questions?