AgEBB-MU CAFNR Extension

David Burton
Civic Communications Specialist
2400 S. Scenic Ave.
Springfield, MO 65807

January 18, 2019

Free Tax Preparation: Taney County Volunteer
Income Tax Assistance (VITA) Sites to Open
January 28

FORSYTH, Mo. — University of Missouri Extension's Taney County Volunteer Income Tax Assistance sites will be open according to the following schedule for 2019: Mondays and Tuesdays, Taney County OACAC, 9:00 a.m. - 2:30 p.m., 610 S. Sixth St., Branson; Taney County MU Extension Center, Wednesdays, 8:30 a.m. - 1:00 p.m., 122 Felkins Avenue, Forsyth.

Beginning Jan 16, residents can call 417-546-4431 or 888-504-0443 to make an appointment for free tax preparation.

Who can get Free Tax Preparation and the Earned Income Credit?

  • Taxpayers with an AGI of $57,000 or less can get Free Tax Preparation
  • Families meeting additional requirements are eligible for a credit of up to $6,431

Volunteers are not trained to do business taxes, itemized taxes or capital gains and losses. If you have any of these, you should see a paid preparer.

Clients coming in for free tax preparation should bring the following.

  • Original Social Security cards for you, your spouse, and each of your dependent children
  • Picture ID for all who need to sign forms and date of birth for you, your spouse and any dependents.
  • Wage and earning statements from all employers (Forms W-2, W-2G, 1099-R, 1099-Misc) and any interest or dividend information for 2018.
  • Forms 1095-A, B or C, Health Coverage Statements
  • If you have a Marketplace granted health coverage exemption, bring your exemption certificate number
  • A personal check (for checking account and routing number), if you want your refund directly deposited
  • Your 2017 tax return (optional)

If any of these items apply in 2018, then bring them also.

  • Receive unemployment compensation? Bring your Form 1099G
  • Pay for child care? Bring the total you paid for child care expenses and the name, address, and Tax ID/Social Security Number of the child care provider
  • Pay student loan interest? Bring the total of the student loan interest you paid
  • Pay for tuition? Bring Form 1098 for you, your spouse, and/or dependent children
  • Receive retirement income? Bring your 1099R

Volunteers will also do the Missouri Property Tax Credit Claim for senior citizens over 65 years of age, those on full disability, and 100% disabled veterans. Along with the required identification listed above, you will need to bring:

  • Either your 2018 paid real estate receipt or rent verification forms completed by your landlord
  • Copies of your SSA-1099, RRB-1099, or SSI statement from social security
  • Disabled veteran documentation

"University of Missouri Extension, Taney County partners with the Taney County Commissioners and Taney County OACAC to provide this service and financial education to the citizens and residents of Taney County," said Jody LeMaster, Taney County VITA site coordinator with University of Missouri Extension.

University of Missouri Extension programs focus on the high-priority needs of Missourians. Each county extension center, with oversight by locally elected and appointed citizens, is your local link to practical education on almost anything.

Source: Jody LeMaster, (417) 546-4431

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