VITA-Volunteer Income Tax Assistance
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VITA-Volunteer Income Tax Assistance
2014 Tax Year
2015 Filing Season
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Special Assistants
Sarah Mackey
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Liaisons
AccountingValentina DAnna
LawZac Burley
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Other
Volunteer RecruiterAgnes Wang
Site CoordinatorDr. Cathy Bowen
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What 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
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PSU-VITA Program• Started 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
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• Hand off to Sarah, Austin, and Valentina• (Zac---on a job interview)
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Cooperative Program
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Program Benefits• Taxpayer/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
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Program 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
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Program Benefits• Volunteers
– Increase understanding of personal income taxes– Build your resume– Develop skills in working with others– Personal satisfaction of helping others– Miller Center Public Interest Advocate Certificate—
law students– Reference outside of your academic area– Camaraderie/Fun
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Program Benefits-• University Recognition—Faces Campaign (2012 faces.psu.edu)
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2013 TY--New Website!
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Site---Ferguson Bldg. Room 10
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Site Details
• Appointments 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)
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Volunteer Requirements• Volunteers must be certified by IRS• Link ’n Learn-on-line, self-study (federal)• In person supplement (federal and PA)• 3 hour shift commitment• Ability to be conversational, ask questions,
friendly personality• See Training Schedule. Please keep for
reference.
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Study/Reference Materials• 4491 Training Guide• Test/Retest Booklet• Publication 17• 1040 Instruction Booklet• 4012—Key Reference at the site
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Special Reminders• Do 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
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Questions?