More About Malden Tax Partnership & Tax Location
Become Money Smart
Take control over your finances and money. Learn how to save, how to make your money work for you, why short-term loans may hurt more than they help, and much more!
Special Savings Account program for selected financial literacy cours participants. Check the Money Smart section of this website for more information.
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2006 Taxes:
$47,078 refunded in 2007
to local residents who e-filed with the Malden Tax Partnership
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Volunteers Needed
(click Volunteer Match to read description):
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Tax returns should take approximately 1 hour to prepare. You’ll need to arrive at least 15 minutes early to complete the IRS-required intake form. The information on that form is necessary for us to complete your tax return.
Remember: Appointments Only — No Walk-ins!
When you call to schedule an appointment, we will try to book the day and time that is best for you, but we must make sure we have volunteers available to prepare your return. We may need to call you back to set or confirm the appointment.
The person you speak with on the phone may ask you a series of questions. These are part of the initial Intake Interview Form we are using and will help us “pre-qualify” you for participating in this program. Please be patient. If you cannot answer the questions over the phone, just tell the person that you are not in a private space and that you’ll answer these when you come to get your taxes done.
Schedule for Tax Preparation Session
Tax Sessions: Monday, February 4, 2007 through Wednesday, April 14, 2008.
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What To Bring With You to the Tax Preparation Session
- NEW THIS YEAR: Form 1099-HC (proof of health insurance)
- Photo ID (current)
- Social Security Cards (or TIN—Tax Identification Number) for
- you and your spouse
- your children and any other dependents
- Date of Birth for everyone listed on tax return (yourself, spouse, & all dependents)
- Wage and Earnings Statement(s) from all employers in 2007 for you and your spouse
- Interest and Dividend Statement(s) (all 1099 forms)
- Form 1099 (bank and savings interest)
- Form 1099- G, (government payments, such as unemployment, SSI, & SSDI)
- Form 1099-R (pension payments)
- Child Care Expenses
- Total of payments made for child care expenses
- name, address, and SSN (or EIN) of child care provider
- Form 1098 (tuition payment statement) and total amount of student loan interest paid
- Total rent paid in 2007
- landlord's name and address
- A copy of 2006 Federal and/or Massachusetts tax return, if possible
- For Direct Deposit, checkbook, voided check, or preprinted deposit slip
- Any correspondence from the IRS
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Tax preparation is conducted by IRS-sponsored and trained volunteers at the Cyber Cafe @ Malden Square,
Website designed and maintained by Murray Learning Associates