Free Tax Prep for 2023 Returns Has Begun
The Mills42 Team will once again be working through VITA to prepare tax returns at no charge. Over the last several years, we’ve saved residents in our community well over $25,000 in tax preparation fees.
We are currently scheduling appointments for Mills42 FCU members, previous clients and new clients. Appointments will be held on Tuesdays and Thursdays from February 1st through March 28th.
Call 978-328-5100 to book an appointment to drop off all of your documents in person.
IMPORTANT INFORMATION
We will only prepare 2023 returns with an annual income of $64,000 or less. We do not itemize.
We file the federal return and Massachusetts state return. We only prepare Massachusetts state returns (no out of state returns). We do not do Homeowners, 1099 MISC or 1099 NEC Small business/Self-Employment Income (Examples: Tupperware, Avon, Uber, Amazon or Lyft, etc.).
We do not accept 1099C (cancellation of debt), 1099K (stock dividends), 1040NR-EZ (foreign student) or HSA Forms.
When you drop off your information, your return will be available within the following 7-10 days. We'll call you once it is complete.
Tax Filing Checklist and Intake Form must be filled out completely, or else your filing could be delayed.
Once your appointment has been scheduled, you can find intake forms here:
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Please bring the completed Intake Interview and Quality Review Sheet, plus Consent Form, to your appointment along with all of the following documents that are applicable to your situation:
- Physical original Social Security card (not just the number)
- Photo identification
- Physical original Social Security card (not just the number) for all of your dependents
- Proof of income: W2’s, 1099-G (Unemployment), SSA-1099, 1099INT, 1099DIV
- Proof of childcare
- Proof of healthcare (2 forms—State: 1099HC and Federal: 1095A, B or C)
- Proof of Student Loan interest paid
- Any other tax forms you’ve received