Tax assistance center to open Jan. 30

  • Published
  • By Capt. Gregory Morgan
  • 82nd Training Wing Legal Office
The base tax assistance center is set to open Jan. 30 for the 2013 tax season at the Sheppard Law Center in bldg 315.  The center will stay open until Apr. 15.

Although this may not be your favorite part of the year, if you qualify for assistance, you won't have to go through it alone. In conjunction with the IRS, the Sheppard Law Center administers the Volunteer Income Tax Assistance (VITA) Program here at Sheppard AFB. This means that you need not spend your money in order to have your tax returns completed by trained personnel.

WHAT TO BRING TO THE TAX CENTER:

1. Your military or dependent ID card
2. Your and your family member(s) Social Security cards
3. Your W2(s)
4. All other pertinent financial records you may have, such as:
a. Your 1099s
b. Social Security income forms
c. Other information regarding stocks, bonds, mortgages, other income, etc.
5. Last year's tax returns (if you have them)
6. Your bank account number
7. Your bank's routing number

We cannot help you until you have all of your financial paperwork! For instance, if you have all of your W2s, but know you sold a stock or mutual fund in 2012, we cannot help you until you receive a record of that sale. If you have questions about your payments to or from the IRS (including prior years' returns), you should contact the IRS at 1-800-829-1040 or online at www.irs.gov for more information and a tax transcript.

WHAT SERVICES ARE PROVIDED? You may have your federal and state tax returns completed by a trained individual in a one-on-one session. These returns will be electronically filed on your behalf.

WHERE IS THE TAX CENTER LOCATED? The Sheppard Law Center, 317 Ave F, Bldg. 315

WHEN IS THE TAX CENTER OPEN? The Tax Center opens on January 30, 2013 and will be open Monday - Friday, 0900-1530 until April 15, 2013. We take clients on a WALK-IN basis only. We are also open from 1600-1800 on Tuesdays for Airmen in Training and Military Training Leaders.

TAX CENTER VOLUNTEERS: The Sheppard AFB Tax Center is always in need of additional volunteers. The legal office will be providing free training to anyone interested in volunteering from 0900-1630 on January 18th and 25th and on February 1st at the Airman and Family Readiness Center. 

If anyone is interested, they can contact Capt Gregory Morgan at (940)676-4262 or by
email at gregory.morgan.7@us.af.mil.