Monticello, NY – Do you need help with your tax preparation and filing? Local high school students and Retired Senior Volunteer Program (RSVP) volunteers – trained as tax counselors through the IRS and AARP – will prepare and e-file your Federal and State tax returns for FREE!
Individuals of any age have two locations for free tax preparation:
- Monticello High School, 39 Breakey Avenue, Monticello: Call to make your appointment with a Volunteer Income Tax Assistance (VITA) volunteer at 845-794-8840 x 10849. Volunteers are available by appointment from 9:30 a.m.-1 p.m. on February 22, 24 and 27; March 2, 5, 9, 11, 14, 16, 19, 23, 26 and 30; and April 2 & 13. PLEASE NOTE: To receive free service at this location, the filer’s household income cannot exceed $56,000 annually.
- Cornell Cooperative Extension, 64 Ferndale-Loomis Road, Liberty: Call 845-292-6180 x 100 to make an appointment with an RSVP volunteer, available 10 a.m., 11 a.m. and 12 p.m. Mondays and Tuesdays through April 7. PLEASE NOTE: Though all ages are welcome, this location features volunteers specially trained in Tax Counseling for the Elderly (TCE), including capital gains, itemized deductions, small businesses, IRA deductions, and withdrawals from tax-sheltered funds.
Please call to set up an appointment and to ensure the location can handle your tax return needs.
The following items must be brought to the appointment: photo ID, Social Security card, W-2 or 1099 for 2019 income, tax-related documents such as child care or unemployment, bank account number and routing number (if expecting a refund) and previous year’s tax return.
This service is being sponsored by AARP and the IRS, with assistance from RSVP/Sullivan County Office for the Aging & Cornell Cooperative Extension of Sullivan County.