Worcester State University
VITA

 
What kinds of tax returns do our volunteers prepare?


The Worcester State University Volunteer Income Tax Assistance program offers free, confidential tax-return preparation to taxpayers from Worcester and surrounding towns with incomes $52,000 or less.

Taxpayers can make an appointment by phone or email. Walk-ins are also accepted.

Our VITA program volunteers complete Internal Revenue Service certifications covering many, but not all, common individual tax-return issues. The Worcester State University VITA program cannot prepare tax returns with any of the following:

  • income from rental properties
  • bankruptcy or insolvency
  • lengthy lists or check registers with untotaled expenses or deductions
  • complex self-employment income

If you are a taxpayer with complex tax issues, our VITA program staff requests that you inquire first before making an appointment or stopping in.

Get the fastest refund possible with e-file and direct deposit.

Worcester State University Is an IRS Volunteer Income Tax Assistance Site
 
During tax season, Worcester State University is the destination of choice for taxpayers in the Worcester area who qualify for an Internal Revenue Service Volunteer Income Tax Assistance site to file their federal and state income tax returns.

Worcester State University has operated a VITA program since the 1970s.

Worcester State University’s IRS-certified VITA volunteers have filed more than 3,000 federal tax returns and helped clients recoup nearly $3.5 million in tax refunds since 2004.

Worcester State University’s VITA program is run by faculty advisor Michael Shamgochian, an adjunct professor in the Department of Business Administration and Economics.
Bring all information relevant to your 2013 tax returns, including:

Photo ID
Social Security cards for yourself, spouse and dependents
• Birth dates for yourself, spouse and dependents
• All tax documents (W2, 1099, 1098, etc.)
• Any other income information
Form 1099-HC for private health insurance or health card for MassHealth/government plans
• Form 1098-T (tuition paid)
• Amounts paid for course-related books, supplies and equipment
• Form 1098-E (student loan interest paid)
• Amount of real estate tax and mortgage interest paid
• Amount of rent paid
• Amount paid for daycare and the provider's SSN or EIN
• Amount contributed to IRAs
• Amount paid in tolls through FastLane or weekly/monthly MBTA passes, if over $150
• Bank routing and account numbers (e.g. from a voided check) for direct deposit
• Copy of last year's returns
• Anything else relevant to your 2013 tax returns
• Joint returns require both spouses' signature
 
 

 
Links
  IRS VITA Program
  IRS Where's My Refund?
  Mass. WebFile
  IRS Online Payment Agreement


Contact


Email:
 
For fastest response:
vita@worcester.edu 

Phone:
 
508-929-8424 (Due to high 
call volume, it may take a 
few days to return calls.) 

Hours: 
February 5 - April 14, 2014 

Monday & Wednesday:
3:30 - 6:30 p.m. 

Saturday:
10 a.m. - 1 p.m. 

Closed 3/15, 3/17, 3/19, 3/22, and WSU snow days

Location: 
Sullivan Academic Center, 
Room 206


DataBridge © WSU, 486 Chandler Street, Worcester, MA 01602
Phone: 508-929-8000