Volunteer Income Tax Assistance (VITA)

Welcome to HWCLI’s VITA Page! 

Here is an overview of our program for this year:

  • Head to: www.getyourrefund.org/HWCLI-SITE. Answer a series of question and upload tax documents.
    • Please be sure to answer all the questions
    • You cannot move forward with the process until all documents are uploaded
  • HWCLI staff will reach out to you via text or email to set up an intake appointment.  The call is 5-10 minutes long, and will take place within three days of you completing the questions and uploading all your documents.
  • A certified IRS tax preparer will prepare your return within 5 business days
  • A supervisor will call you to finalize your return.
  • Your return will be emailed to you and you can e-sign it.

HWCLI staff and tax supervisors will contact you via the GetYourRefund System. Calls will come from: (650) 449-4147  

For more information on our program, please call 516-738-0447 or email taxhelp@hwcli.com

back Are you interested in receiving free tax preparation? Do you make less than $66,000 a year?

The Health & Welfare Council of LI has teamed up with GetYourRefund.org to help you file your taxes online with the help of HWCLI Staff and IRS- certified volunteers from across Long Island. This year, taxpayers will be able to access our service from the comfort and safety of their own home and will be contacted via phone and email to complete and finalize their return.

 

back When Does It Start?

Our program is now open!

 

Eligibility

If your household income was less than $66,000 in 2020, you could qualify for completely free tax preparation!

back How Does it Work?

HWCLI’s partnership with GetYourRefund.org allows for the process to be remote, quick and simple:

  • Head to:  www.getyourrefund.org/HWCLI-SITE 
  • Answer a series of question and upload tax documents.
  • Please be sure to answer all the questions. 
  • You cannot move forward with the process until all documents are uploaded. 
  • HWCLI staff will reach out to you via text or email to set up an intake appointment.
  • The call is 5-10 minutes long, and will take place within three days of you completing the questions and uploading all your documents.
  • A certified IRS tax preparer will prepare your return within 5 business days.
  • A supervisor will call you to finalize your return. Your return will be emailed to you and you can e-sign it.

HWCLI staff and tax supervisors will contact you via the GetYourRefund System. Calls will come from: (650) 449-4147  

back What Documents Do I Need to Submit?

• Valid Photo Identification (You and your spouse, if you are filing jointly)
•Social Security Card for taxpayer and any dependents being claimed.
• W-2 for all jobs you had in 2020
• Proof of any cash income being claimed
• Voided check and/or savings account number if you want direct deposit of your refund (Optional).
• Receipts for all deductions being claimed
• Form 1099-R or SSA if you receive a pension or Social Security
• Form 1099-G if you received unemployment benefits
• If you have educational expenses, bring the 1098-T or 1098-E form
• Interest and dividend statements from banks (Form 1099– DIV or INT)
• Total paid for child care & child care providers tax ID or Social Security
• Number of child care provider
• Form 1098—Mortgage interest and property taxes
• If you purchased health insurance through the New York State of Health Marketplace, bring form 1095-A or B

back What are the limitations?

This year, all taxpayers must have a valid email address and reliable access to the internet to utilize our service.

We cannot prepare your taxes if you have:
• Health Savings Account
• Any of the following income: rent income (Scheduled E), royalties, partnerships, trust or farm income, Air BnB Income
• Tax returns for ministers or members of the clergy.
• Moving expenses
• Form 4797 Sales of Business Property.
• Self-employed health insurance deductions.
• Domestic productions activities (form 8903).
• Credits from forms 2439, 8839 and 8885.
• Federal tax fuel Scheduled 4136.
• Household employment Scheduled H.
• PR income, Foreign Earned Income exemption (forms 2555/2555-EZ).
• Adoption Credit.
• Out of state returns or part-year residents of NYS

back How to make an appointment?

You must first answer a series of questions and upload your tax documents on our secure portal here. 

HWCLI staff will reach out to you within 3 days to set up an intake appointment.

If you have questions, please email taxhelp@hwcli.com or call 516-738-0447

back Where did Get Your Refund come from?

GetYourRefund is a non-profit service built by Code for America in partnership with IRS-certified Volunteer Income Tax Assistance (VITA) sites nationally.  Code for America is a non-profit technology organization dedicated to making government work for the people that need it most.

Join us in creating a future for Long Island in which everyone has an equal opportunity to prosper and thrive.

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Established in 1947, the Health and Welfare Council of Long Island (HWCLI) is a regional, nonprofit umbrella organization for health and human service providers. We are dedicated to improving the lives of Long Island’s most vulnerable residents by responding to their needs through the promotion and development of public policies and direct services.

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We've Moved! 110 Walt Whitman Road, Suite 101, Huntington Station, NY 11746

Phone: 516-483-1110

Fax: 516-483-4794

E-mail: connect@hwcli.com

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