IRS VOLUNTEER INCOME TAX ASSISTANCE (VITA) AND TAX COUNSELING FOR THE ELDERLY (TCE) PROGRAMS
Across the USA.
“While the IRS manages the VITA and TCE programs, the VITA/TCE sites are operated by IRS partners and staffed by volunteers who want to make a difference in their communities. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.”
“Tax return preparation assistance is provided to elderly taxpayers during the normal period for filing Federal income tax returns, which is from January 1 to April 15 each year. However, the program activities required to make sure elderly taxpayers receive efficient and quality tax assistance can be conducted
The IRS's Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs offer free basic tax return preparation to qualified individuals.
Free tax preparation and filing of tax returns for those who:
- Generally have an income of $58,000 or less.
- Persons with disabilities.
- Limited English-speaking taxpayers.
The Tax Counseling for the Elderly (TCE) program provides free tax help for seniors over the age of 60 and specializes in tax preparation with respect to pensions and retirement issues. The program has a tax helpline for seniors 1-800-906-9887.
Tax preparation volunteers receive training that meets IRS standards including maintaining the privacy and confidentiality of taxpayer information.
Seniors can find a free tax preparation site near by using the IRS’s Get Free Tax Prep Help locator
The IRS Tax Guide for Seniors (Publication 550) provides helpful information for seniors looking for help on how to file tax returns, what tax refunds and credits they may be eligible for and how to get tax help.
Before arriving at a free tax preparation and tax filing location the IRS asks individuals to bring the following documents if applicable:
AARP Tax Aide Program
Elder Abuse Prevention Programs
Financial Elder Abuse Prevention Programs