Tax Updates

DO NOT RESPOND to emails asking for IRS VERIFICATION REQUIRED. The IRS does not send out emails and many scams are generated in this fashion to gain your personal information. Please inform the Tax Office if you received such an email.

_____________________________________________________________

Be sure to enter and update your information in the FNIS system if you are a non-resident alien or international student, faculty or visitor. If you have not received an email introducing you to FNIS, please contact the Tax Office. REMEMBER to sign all requested forms and return them to the Tax Office to ensure correct tax treatment on income and other payments you receive from the college.

An important reminder: You can scan and email or fax the Form 8233 to the Tax Office, however the office still needs to have received the original-signature form. The original-signature form itself must be kept on file by the College.

Available Tax Forms

W-2: Electronically since 1/28/2014, paper copies mailed on 02/02/2015

1098-T: Electronically since 1/31/2015 at www.1098t.com, paper copies mailed on 02/02/2015

1042S: Electronically since 3/16/2015

1099MISC: Paper copies mailed on 02/02/2015

Tax Return Due Date

April 15, 2014 is the latest date (postmark date) for tax returns and extensions.

Contact the IRS

Contact a State Tax Department

Contact a Tax Professional

Contact the IRS

The IRS' s website has an excellent search function and a lot of information. You can also call the IRS. They are available from 7:00 am to 10:00 pm Monday through Friday your local time. If you are wondering about the status of your refund, you can inquire here.

IRS State Offices

The IRS has offices in each state to provide taxpayers with help. Find here the contact information.

IRS International Offices

The IRS has staff in Frankfurt, London, Paris, Beijing and Puerto Rico.
They also provide an International Taxpayer Advocate. For contact information see here.

Free Tax Help

The Volunteer Income Tax Assistance (VITA) Program offers free tax help to low- to moderate-income (generally, $42,000 and below) people who cannot prepare their own tax returns. Certified volunteers sponsored by various organizations receive training to help prepare basic tax returns in communities across the country. VITA sites are generally located at community and neighborhood centers, libraries, schools, shopping malls, and other convenient locations. Most locations also offer free electronic filing.

To locate the nearest VITA site, or call 1-800-906-9887.

Contact a State Department of Taxes

Here are links to contact information for some states:

Professional Tax Preparers

If you need help with you tax return preparation, you should contact a certified tax preparer. The College and its employees are not authorized to give you tax help.

Below is a listing of preparers. The listing here neither represents an endorsement of any kind nor is the list complete. These preparers do not have a relationship with Middlebury College or the Monterey Institute of International Studies and are not recommended based on their appearance on this website.

Here are some tips from the IRS on how to choose a tax preparer.

Middlebury
Ballou, Donald C., 16 Creek Road Tel. 802-388-7614
Fraga & Lilja, 2 Cross Street, Tel. 802-388-9863
H & R Block, 260 Court Street, Tel. 802-388-3190
MEABS Tax Service, 29 Court Street, Tel. 802-388-8290
Misasi & Misasi PC, 11 Court Street, Tel. 802-388-6307
The Tax Team, 86 Court Street, Tel. 802-388-6603
Charles Alexander Tax Returns, 15 Court Street #2, Tel. 802-388-1310 Telling & Associates CPA PC, 5 Park Street, Tel. 802-388-3311
Loewer & Associates, PO Box 1286, Middlebury, VT 05753, Tel. 802-545-5600
Monterey
Bianchi Lorincz Huey Hudson & Co LLP, 777 Cass Street, Tel. 831-373-1697, www.blhhcpa.com
H & R Block, Cypress Center, 2440 N Fremont Street, Suite 206, Tel. 831-655-1293 http://www.hrblock.com/
Tax Planning & Preparation, 2100 Garden Road, Tel. 831-655-1338
Carol Hutchings, 659 Abrego Street, Suite 3, Tel. 831-372-6111
Pinnacle Business Service, 2801 Monterey-Salinas Highway, Suite D, Tel. 831-372-7000, http://www.pinpay.com/
Blake T Pintar, 431 Webster Street, Suite A, Tel. 831-375-5531

MiddTags: