Free Tax Preparation for Seniors & Families

Save your MONEY!

Get your taxes done for FREE!

You can get free tax preparation assistance

from IRS certified

VITA/TCE preparer.

You could qualify for the

Earned Income Tax Credit

for up to $6,044.

Tax preparation sites in many locations across

Northern Missouri!(see back)

To schedule your appointment, contact the location nearest you.

For more information, call Kathy at Universityof Missouri Extension

in Andrew County at 816-324-3147.

EARN IT. KEEP IT. SAVE IT.

 

University of Missouri, Lincoln University, U.S. Department of Agriculture and Local Extension Councils Cooperating

an ADA/equal opportunity institution

Please let us know if you have any disability that requires special materials or services.

Dr. Rebecca J. Travnichek, AFC^®

& Dr. Meridith Berry

will prepare

·        Form 1040

(With Schedule A, B, C-EZ, C,

EIC & R)

·        Form 1040-ES

·        Form 2441

·        Form 8863

·        Form 8812

·        Injured Spouse

·        State income tax returns [Let tax site know at the time you make your appointment if you have income from states other than MO, KS, and IA.]

Dr. Rebecca J. Travnichek, AFC^®

& Dr. Meridith Berry

will NOT prepare

·        Complicated &

Advanced Schedule D

·        Form SS-5

·        Form 2106

·        Form 3903

·        Form 8606

·        Form 8615

·        Business

Please see a paid preparer forassistance with complicated returns.

Here is what you MUST bring:

·        Government issued Photo Id (Driver’s License) for taxpayer and spouse.[You must bring with you.]

·        Valid Social Security cards or ITIN numbers for taxpayer, spouse, and all dependents.[You must bring with you.]

·        Birthdates of all persons to be listed on the tax return. If married and filing jointly, both spouses should be present.

·        All wage and income statements for 2013 (e.g., W-2, W-2G, 1099-R, 1099-MISC, forms).

·        Interest and dividend statements from financial institutions (Form 1099-INTs) if applicable.

·        Proof of day-care expenses paid in 2013 including: provider’s name, address, phone number, and federal ID number, amount paid to provider.

·        A copy of last year’s federal and state returns.

·        MO Rent Credit-name, address, telephone #, & SSN or EIN of landlord; and letter of amount rent paid from landlord.

·        To direct deposit your refunds, bring a checkbook or savings book with you to verify the account and bank routing numbers.

Locations to call for appointments:

Savannah (816.324.3147)–Jan. 27-30+

St. Joseph (816.279.1691)–Jan. 31

Trenton (660.359.4040, ext. 8)–Feb. 7& 14

Unionville (660.947.2990)–Feb. 10-14

Princeton (660.748.3315)–Feb. 10

Bethany (660.425.6434)–Feb. 11

MWSU Campus–Feb. 15-16

Gallatin (660.663.3232)–Feb. 19-21

SALT-Chillicothe (660.247.1495)–Feb. 21

Rock Port (660.744.6231)–Feb. 24-25

Oregon (660.446.3724)–March 3-4

Cameron (816.324.3147)–March 6-7

Milan (660.265.4541)–March 6

Plattsburg (816.539.3765)–March 11-12

Maryville (660.582.8101)–March 13-14

Albany (660.726.5610)–March 20

Grant City (660.564.3363)–March 21

It's Time to Apply for Financial Aid...

Can you believe we are already into third quarter?  This school year is passing by quickly.  One of the many things you need to be concerning yourself with right now is applying for financial aid for college.  Parents, try to get your taxes filed as early as possible so that your student has the best chance at federal and state aid.

Seniors, as soon as your parent(s) taxes have been filed then you need to complete the FAFSA.  This is best done online. To complete the FAFSA go HERE.  Remember, is is free to apply for aid so if the website that you are on is asking for payment you've gone to the wrong site.

Students and parents, you can get a head start by applying for the PIN number which is needed to electronically sign the FAFSA application.  You can go to www.pin.ed.govto complete this process.  Then you will need to remember the number in order to complete the FAFSA.

If you feel like you will need help completing the FAFSA there are numerous FAFSA Frenzy events taking place across the state.  FAFSA Frenzy events help you with completing the FAFSA.  There's also a chance to win a scholarship.  Maple Woods will have their event on Sunday, February 9, 2014 from 2:00-4:00 p.m. at the MCC Maple Woods Student Center.  Missouri Western will have their FAFSA Frenzy on February 9, 2014 at Spratt Hall, 4525 Downs Drive from 2:00-4:00 p.m. 

If you plan on attending please bring your 2013 tax returns, if you have already filed.  Income can also be estimated by using your 2012 taxes, if necessary, just so you can get it filed prior to March 1st which is a priority deadline used by many colleges and universities.  If students use estimated 2012 tax information, they will be required to make corrections at a later date.

To find other locations and find out what you need to bring go HERE.

A website that you may find useful is available at: FinancialAidToolkit.ed.gov/resources.  

Parents/guardians, if you missed the financial aid workshop that we hosted at NPHS in October, you can access that information by going HERE.