UTSA to offer free assistance with tax prep and filing

FEBRUARY 18, 2020 — The UTSA Alumni Association has partnered with the Volunteer Income Tax Assistance Program to help members of the UTSA community meet the looming tax filing deadline. 

Volunteers who are IRS-certified will be on campus on three dates to provide free basic income tax return preparation with electronic filing. 

“We partnered with VITA last year, and the response was overwhelmingly positive and showed us there is a real desire for assistance,” said Steve Woodall, interim executive director of the association. “Doing taxes can be stressful, so if we can support our community to make it a bit easier, we are pleased to help out.” 

“Doing taxes can be stressful, so if we can support our community to make it a bit easier, we are pleased to help out.”

—STEVE WOODALL, Interim Executive Director of UTSA Alumni Association

Alumni, students, staff or faculty who make $55,000 or less as well as people with disabilities and limited–English-speaking taxpayers are eligible for the free assistance. 

There are three opportunities to take advantage of this free service:

• Tuesday, March 10, 9 a.m. to 4:30 p.m.
• Thursday, March 19, 9 a.m. to 4:30 p.m.
• Friday, April 3, 9 a.m. to 4:30 p.m.

All sessions will take place in the Katz Alumni Center, which is on the ground-floor level of the Bauerle Road Garage on Main Campus. Reservations are encouraged. 

⇒ To learn more, email UTSA Alumni Relations or call (210) 458-4133. 

Participants need to bring the following documents to their session:

• Proof of Identification, such as driver license or other photo ID.
• Social Security card or Individual Tax Identification Number for you, your spouse and dependents.
• Birth dates for you, your spouse and dependents on the tax return.
• Current year tax package, if you received one.
• Wage and earning statement(s): Forms W-2, W-2G, 1099-R, from all employers.
• Interest and dividend statements from banks (Forms 1099-INT).
• A copy of last year’s 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).
• Bring Form 1095-A if you have purchased health insurance through Obamacare.
• To file taxes electronically on a married-filing-jointly tax return, both spouses must be present to sign the required forms.
• If eligible to receive education credits, the school’s taxpayer identification number is needed.

— Heather Green

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