Make a Difference for Generations to Come

Make a Difference for Generations to Come

Ways You Can Give to Make a Difference

Planned Giving

About Bequests

You may be looking for a way to make a significant gift to help further our mission. A bequest is a gift made through your will or trust. It is one of the most popular and flexible ways that you can support our cause.

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IRA Charitable Rollover

An IRA rollover allows people age 70 1/2 and older to reduce their taxable income by making a gift directly from their IRA.

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Beneficiary Designations

A beneficiary designation gift is a simple and affordable way to make a gift to support our cause. You can designate our organization as a beneficiary of a retirement, investment or bank account or your life insurance policy.

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Charitable Gift Annuities

A charitable gift annuity is a great way you can make a gift to our organization and benefit. You transfer your cash or property to our organization and we promise to make fixed payments to you for life at a rate based on your age.

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Donor Stories

Learn how others have made an impact through their acts of giving to our organization and others. Explore the many benefits of charitable gift planning.

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Gift Options

SeniorServ Volunteer

Find out What to Give and learn about the best assets to make a planned gift. Learn about gifts of cash, securities and property. Learn How to Give and discover gift options that provide tax and income benefits. Discover the best planned gift to meet your goals.

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Thursday April 9, 2020

Washington News

Washington Hotline

Free Help For Tax Returns

On March 3, 2020, the Service published a Tax Time Guide letter to explain how taxpayers can receive free assistance with filing their income tax returns. There are 11,000 volunteer locations nationwide. During 2019, volunteers helped over 3.5 million taxpayers prepare their returns.

The Volunteer Income Tax Assistance (VITA) program offers assistance for taxpayers who make $56,000 or less, elderly individuals, those with disabilities or a person with limited English proficiency. The Tax Counseling for the Elderly (TCE) program is similar in operation and will assist individuals age 60 or older. The volunteers for these centers receive training in tax preparation and learn about tax credits that are most frequently applicable, including the Earned Income Tax Credit (EITC) or the Child Tax Credit (CTC).

The EITC is an important credit for workers who earned $55,952 or less in 2019. The EITC transferred $61 billion to taxpayers in 2019. The average EITC amount was $2,504. A maximum amount for a family with children could be $6,557.

To locate a VITA or TCE site, use the tool available on IRS.gov. You may also find a location on the IRS2GO app or by calling 800–906–9887. Select locations also have assistance available in languages such as Chinese, Mandarin, Hindi, Korean, Russian, Spanish, Tagalong and Vietnamese.

There are multiple items that a taxpayer must bring to obtain assistance at one of the volunteer locations:
  • Proof of identification with a photo ID
  • Social Security cards or an Individual Taxpayer Indentification Number for the taxpayer, spouse and dependents
  • Proof of foreign status, if applicable
  • Birthdates for the taxpayer, spouse and dependents
  • Wage and earnings statements, such as Form W–2, Form 1099–R or Form 1099–MISC
  • Interest and dividend statements from banks
  • A copy of 2018 federal and state tax returns
  • A blank check to prove bank account routing and account numbers
  • If filing a joint return electronically, both spouses must be present
  • If the taxpayers has used day care services, the provider's tax ID number, such as a Social Security number or a business Employer Identification Number
  • Form 1095–A Health Insurance Marketplace Statement to reconcile any advance payments of the Premium Tax Credit

Published March 6, 2020
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