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Clint Eastwood & Maggie Johnson- Client Information
My Notes
Summer School Session A- Dependents and Filing Status
Summer School Session B-Self Employment 
Summer School Session C-Capital Gains (coming soon)
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Added 8/3/2024

​Medicaid Waiver Payment
ADDED 8/22/2024--So what should the taxpayer do if they are issued a Social Security Number in the future?
**Remember-- the ITIN and SSN are like account numbers**
Once someone who used to have an ITIN is issued a Social Security Number, they MUST write a letter to the IRS and ask that they connect their 2 accounts, so all the records of income they have earned and reported and all the taxes they have paid into Social Security and Medicare can be applied to their Social Security Number. **DO NOT ASSUME THE IRS WILL DO THIS FOR YOU**THIS IS HOW YOU TELL SOCIAL SECURITY ADMINISTRATION AS WELL**
From IRS.gov:  Please notify us that you have obtained an SSN and no longer need the ITIN by visiting a local IRS office or writing a letter explaining that you have now been assigned an SSN and want your tax records combined.
If you write a letter, include:
  • your complete name, mailing address, and ITIN
  • along with a copy of your social security card and a copy of the CP 565, Notice of ITIN Assignment, if available.
The IRS will void the ITIN so it cannot be used by anyone in the future and associate all prior tax information filed under the ITIN with the SSN.

Send your letter to:
Internal Revenue Service,
Austin, TX 73301-0057.
Examples of How to Complete a Money Order for IRS payment in English & Spanish  8/3/2024

A 2023 VERSION OF THE 1040 in Haitian Creole (not for tax filing purposes-- for reference purposes only) 8/3/2024  
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Please note: I, Mary Meador, AM NOT a certified accountant or tax law expert. I volunteer with VITA providing free tax preparation for individuals and families whose income is less than $66,000 a year. We deal with simple returns at our sites.  I cannot guarantee the accuracy of all the information on this site as tax laws change and I may not have a clear understanding of complicated issues. I am trying to provide basic tax preparation information for our volunteers to get started--remember Publication 4012 is your go-to resource for questions, as well as irs.gov and Publication 17.  I hope you find this information useful and easy to understand. Thanks for being a VITA/TCE volunteer!
**I am human, so if you find a mistake, please let me know so I can fix it--we are all in this together**
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