TAX PROGRAM: COVID-19 Update
At Alternatives Federal Credit Union, the safety of our members, customers, volunteers, employees, and communities is our top priority. Like many of you, we’ve been monitoring closely the updates and recommendations from the Centers for Disease Control (CDC) among other key medical sources, about the evolving situation related to the Coronavirus pandemic.
Due to the COVID-19 pandemic, in person appointments at our sites are suspended at this time. If we filed your tax returns for last year (2018 taxes) and you are expecting a significant refund, we can prepare your tax returns remotely. Please print and fill out these intake sheets Intake Sheet 1PDF Download, Intake Sheet 2PDF Download, and this required Taxpayer ConsentPDF Download Form. Be sure to sign the back of the consent form and print legibly your e-mail address.
NOTE: If you are self-employed (Sch. C or received a 1099-MISC), please fill out our self-employed worksheetPDF Download as well. If you cannot print and fill out these sheets, tax form packets will be available in our vestibule during banking hours – currently 9am to 6pm weekdays. When coming into the vestibule, please remember to use "social distancing" (making sure you are 6’ from anyone else at all times). To be even safer, please enter the vestibule only when it is empty and leave as soon as you have the packet.
Please return the completed paperwork along with all your tax documents to our night deposit box on the drive-thru side of the building. If you are comfortable working with tax software and want to try filing on your own, head on over to IRS free file. If you meet the requirements, we recommend the TaxSlayer option as that is the software that we are familiar with.
Expecting a refund? We can help you by phone or online.
We will be working on a limited number of returns, especially for those families who are expecting a significant refund. Due to the problem presented by potential identity theft, we will only be able to prepare drop-off returns for those clients for whom we prepared their 2018 tax returns.
Our volunteers will work with you by telephone or online to help you file a proper tax return in a timely manner to avoid paying any more than you owe. Naturally, we would like to help you get the maximum refund you’re entitled to.
I have access to a website and printer
If you are expecting a return and you have access to our website and a printer, please fill out the intake forms here: https://bit.ly/intakealt
I do *not* have access to a website or printer.
If you don't have a way to print out the forms, we will have tax form packets available in our vestibule at our branch during the times that the vestibule is open. These times may change, and we’ll use social media and correspondence with you, to update you accordingly.
Can I file online?
Yes. You can also file your own taxes using IRS Free File options. If you meet the requirements, we recommend TaxSlayer as that is the software that we are familiar with.
I plan on picking up forms at the branch’s vestibule.
When coming into the vestibule, please remember to use "social distancing" (making sure you are 6’ from anyone else at all times). To be even safer, please enter the vestibule only when it is empty and leave as soon as you have the packet. Make sure to follow us on social media and check our website regularly as all current hours are subject to change.
How can I return documents to the credit union?
Please return the completed paperwork along with all your tax documents to our night deposit box on the drive-thru side of the building.
What is the Governor’s Executive Order: NY on Pause?
As you may already know, effective 8 pm yesterday on Sunday, Mar 22, the New York State Governor Andrew Cuomo put New York State on “Pause,” through an Executive Order. This means that 100% of all non-essential businesses have been closed. Hospitals and banks are among some entities *not* included in this order.
Banks are excluded at this time, however…
Although banks are excluded in the Executive Order, because access to cash and other vital financial services are imperative to the economy and the welfare of our communities, we still have to decrease the numbers of people coming and going inside the credit union, to “flatten the curve.” This means that we will no longer have in-person tax appointments at this time.
I think I might owe taxes.
As you may know, the IRS has officially extended both the payment due date and the filing deadline until July 15th, 2020. There will be no late filing, overdue payment fees, or interest penalties if you file your tax return by the new deadline. Given the extended deadline and discussions in both Houses of Congress to implement a stimulus payment program that will put money in the hands of our working families, we feel more relieved by our decision to cancel in-person tax appointments, although as you might imagine, it was a very difficult decision to make.
Will the credit union have in-person hours again?
We are unsure, given the rapidly changing nature of this complex pandemic. However, we have every intention of resuming our Free Tax Program services as soon as it is deemed safe, in this ever-evolving situation related to the impacts of COVID-19.
We thank your patience at this unprecedented time. Please feel free to contact me if you have any other questions or concerns.
Brian Zapf ([email protected])
Community Tax Program Director