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TAX PROGRAM: COVID-19 Update


Tax filing appointments are closed as of July 15, 2020.

However, if you have an appointment with our tax program due to a special circumstance, please read below for important guidelines:

 

If you have an appointment:

We ask that you please fill out the information no more than 24 hours in advance of arrival.

 

To make an appointment for your tax returns

Due to the COVID-19 pandemic, in person appointments at our sites are limited at this time. Brief appointments will be available during which you can fill out the required paperwork, show us your Photo ID and Social Security cards, and leave your tax-related documents for us to use to prepare your taxes. A second appointment may be needed for you to review and sign your return and retrieve any original documents.

To make an appointment call 2-1-1 or 1-877-211-8667 outside of Tompkins County.

Please fill out our COVID-19 Health Screeing Questionnaire no more than 24 hours in advance of your appointment.

At the time of your appointment be prompt, but not early. If you arrive early, please wait outside until your appointed time.  Take the elevator or the stairs to the second floor. Face masks covering the nose and mouth will be required at all times while in the building.  Your appointment should last between 15 and 30 minutes (maximum).

If you wish to save time at the initial interview, you can print and fill out the intake sheets and Consent Form (available below), or pick up a packet in our vestibule to fill out at home prior to your appointment. **We ask that no packets be filled out in the vestibule in accordance with our social distancing guidelines.** If you cannot fill out the paperwork before your appointment, you will be able to do so during your appointment.

We will do our best to ask you required information and to answer any questions that you have. Your returns will be worked on by a volunteer tax preparer who may call or email you with any follow-up questions.  You will be contacted once the returns have been completed and quality reviewed. If you can access our secure email server and retrieve your returns, you can sign by return e-mail. If you need a hard copy, or don’t have email, or want original documents returned, you will have to make a follow-up appointment through 2-1-1.

 

To have your returns done without an appointment

If we have previously filed your tax returns for either of the last two years (2018 taxes or 2017 taxes), we can prepare your tax returns remotely. Please print and fill out these intake sheets:

    1. Intake Sheet 1

    2. Intake Sheet 2,

    3. and this required Taxpayer Consent Form.

Be sure to sign the back of the consent form and legibly print your e-mail address.

NOTE: If you are self-employed (Sch. C or received a 1099-MISC), please fill out our self-employed worksheet 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 feet 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.

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 or 2017 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.

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.

 

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 feet 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.

I think I might owe taxes.

Both New York State and the IRS have 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. 

 

We thank your patience at this unprecedented time. Please feel free to contact me if you have any other questions or concerns.

Sincerely,

Brian Zapf ([email protected])

Community Tax Program Director

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