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It’s Tax Time- How to Get Volunteer Tax Help

Volunteer Tax Help

Yes, it is time to think about filing your 2011 tax returns. It‚Äôs a job that is never a joy, but could be less of a hassle, if you try using a terrific free service – the Volunteer Income Tax Assistance program (VITA).¬†

 For over 30 years, the VITA force of 2,000+ volunteers has helped more than 2 million households file basic tax forms.  This program offers free tax help to people who cannot afford professional assistance (generally those with incomes under 49,000). Volunteers help prepare basic tax returns in community and neighborhood centers, libraries, schools, and other community locations.

A recent focus of the program is to encourage taxpayers to file their returns, federal and State, electronically. Each year the number of taxpayers that take advantage of this method continues to grow.

 According to the IRS website the following are the items you should bring to have your tax return prepared:

  • Proof of identification
  • Social Security Cards for you,¬†your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration
  • Birth dates for¬†you, your spouse and¬†dependents on the tax return
  • Current year‚Äôs tax package if¬†you received one
  • Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • A copy of last year‚Äôs Federal and State returns (if available)
  • Bank Routing Numbers and Account Numbers for Direct Deposit
  • Total¬†paid for¬†day¬†care provider and the day care¬†provider’s¬†tax identifying number¬†(the provider’s Social Security Number or the provider’s business Employer Identification Number)

To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.

To locate the nearest VITA site, call 1-800-829-1040 or contact your local Office on Aging, you can find the # for your County office by visiting www.njfoundationforaging.org/services.html or call 1-877-222-3737.

Volunteers in NJ

Volunteering in NJ

Data from 2007 and 2008 showed that about 26% of the American population volunteered. This, according to the US Bureau of Labor and Statistics means that over 61 million people volunteered between 2007 and 2008. Volunteers were fairly evenly distributed over the age groupings of 35-44 (31%), 45-54 (29.9%) and 55 to 64 represents 28% of the volunteer pool.  A 2009 study by The Hartford, used this data, they state that those 50 and over are more likely to make donations of money rather than time.

In 2008 1.5 million New Jersey residents volunteered, according to the Corporation for National and Community Service. Of those who volunteered, 21.5% were 55-64 and 18.5% were 65-74, while just 17.3% were 75 or over. The largest group of volunteers was 35-44 at almost 26%.

Both studies indicate that volunteer activities vary among age groups as well. Many young adults volunteer to work with children, such as tutoring or mentoring. Coaching sports seems to appeal to  middle aged volunteers, while managerial or professional tasks are common for young retirees. Those retirees are also more likely to continue volunteering if the tasks are managerial versus labor or transportation. Older adults often state that they are more likely to volunteer without a set schedule.

Some barriers for older adults when it comes to volunteering are:

Unaware of volunteer opportunities- they just don’t know where or how to volunteer

Economic barriers- either having to choose a paid position over a volunteer one, or not being able to afford the costs associated with volunteering.

Lack of transportation- unable to get to places to volunteer.

Fears and worries- for physical safety or personal injury.

We’d love to hear from you! Do you volunteer? If so, in what way and why do you still do it? If not, why? What do  you see as  barriers to volunteering?