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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Hello All,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Wichita State University has operated an IRS approved “stand alone” Facilitated Self-Assistance (FSA) site through our Office for Student Money Management for
several years. FSAs use <a href="http://www.myfreetaxes.com">www.myfreetaxes.com</a> as the platform for tax preparation. Our FSA has helped students, faculty and staff prepare and file their own free federal and state income taxes.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">If you click on the MyFreeTaxes link you’ll see that the site is supported by the National United Way. Last year the income limitation for a free federal and
up to 3 state returns, if needed, was $62,000 AGI. MyFreeTaxes uses the H&R Block online tax preparation software that has been donated “in-kind” to support this national free tax prep effort.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">FSAs have several advantages as compared to a traditional VITA site. For example, one person who has passed IRS VITA training, with proper documentation through
your local VITA program, can help more than one taxpayer at a time. Another advantage is that people who have never done their own taxes on the past feel a sense of empowerment when they successfully file on their own, with whatever help they need as provided
by trained volunteers. <o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">The United Way encourages FSAs to openly promote and market the MyFreeTaxes website so that people will try it out own their own, establish accounts, and attempt
to do their tax returns. This is often successful. However, if the taxpayer needs assistance it can be offered when the person with a question contacts your FSA site for help. The IRS factsheet, linked below, sanctions helping more than one person at a time
and helping people over the phone. FSAs are particularly suited to the higher education environment since most people at a school are at least somewhat familiar with using a keyboard, websites, and the internet.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">We found out about doing and FSA through our local VITA program. Page 70 of the document at this link briefly defines/describes the FSA program: <a href="https://www.irs.gov/pub/irs-pdf/p1084.pdf">https://www.irs.gov/pub/irs-pdf/p1084.pdf</a>.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">For International Students, we have found that the Glacier Tax Prep program, a commercial product, is designed to assist people who need to file a 1040NR (non-resident)
type of tax return. Here is the link to that product: <a href="https://www.glaciertax.com">
https://www.glaciertax.com</a>. Most “free” commercial products like Turbo Tax, can’t prepare a 1040NR product. We have found that some international students have mistakenly used free online software and have discovered they could receive tax refunds through
deductions, exemptions or credits, such as the education credit, for which they are probably not eligible.<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">You’ll note on the Glacier website that schools can purchase a license so that multiple students can have a code to access Glacier to do their federal (only)
paper filed income tax return. At Wichita State, the Office of International Education has purchased an Institutional Site License for several years and placed the access code in a defined area of the student account for international students so they can
access the program for free. International students soon find out that there is an office helping people do taxes on campus if you have a VITA or FSA site. However, doing non-resident tax returns is “out of scope” for most VITA/FSA sites.
<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Please feel free to send a separate email to
<a href="mailto:tim.hagan@wichita.edu">tim.hagan@wichita.edu</a> if you have any questions about FSAs or think you might need to prepare for being “caught in the throes of a dilemma” when international students find you are helping students do their tax returns
for free.<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Best Regards,<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Tim Hagan, MBA<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Financial Literacy Project Coordinator<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Office of Student Success<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">1845 Fairmount, Campus Box 97<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">Wichita, KS 67260<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">316-978-3211<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">tim.hagan@wichita.edu<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">www.mycollegemoneyplan.org<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D">@CollegeCostTips<o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><img border="0" width="139" height="139" id="Picture_x0020_1" src="cid:image003.jpg@01D20DB1.0F2BB1E0" alt="MCMP Logo-02"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><span style="font-size:11.0pt;font-family:"Calibri",sans-serif;color:#1F497D"><o:p> </o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif">From:</span></b><span style="font-size:11.0pt;font-family:"Calibri",sans-serif"> Natfinwellness [mailto:natfinwellness-bounces@lists.osu.edu]
<b>On Behalf Of </b>Pellegrini, Andrea<br>
<b>Sent:</b> Monday, September 12, 2016 12:38 PM<br>
<b>To:</b> National Financial Wellness Listserv <natfinwellness@lists.osu.edu><br>
<b>Cc:</b> Bauer, Charlotte D <bauersmi@illinois.edu><br>
<b>Subject:</b> [Natfinwellness] VITA Site Set-Up<o:p></o:p></span></p>
<p class="MsoNormal"><o:p> </o:p></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Hello all!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">I may have asked this last year, but it came up in a meeting again today…<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What has been your experience(s) with VITA tax prep sites at a college or university? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What’s required? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What have been your challenges? <o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">What have been the successes?<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">And anything else you can provide!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Sincerest of thanks in advance!<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Best,<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black">Andrea<o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.5pt;font-family:"Calibri",sans-serif;color:black"><o:p> </o:p></span></p>
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<p class="MsoNormal"><span class="apple-style-span"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Andrea Pellegrini,</span></b></span><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> Assistant
Director</span></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span></b><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><b><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">USFSCO </span></b><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">– </span></span><i><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Providing
Solutions</span></i><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Student Money Management Center</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">P: <a href="tel:217.333.6228">217.333.6228</a></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="mailto:apelleg3@uillinois.edu">apelleg3@uillinois.edu</a></span></span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><br>
<br>
</span><span style="font-family:"Calibri",sans-serif;color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="http://studentmoney.uillinois.edu/"><span style="color:purple">studentmoney.uillinois.edu</span></a></span></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="http://paymybill.uillinois.edu/"><span style="color:purple">paymybill.uillinois.edu</span></a></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">University of Illinois</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Urbana-Champaign, Chicago, Springfield</span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"><a href="x-apple-msg-load://63862CD5-9DEC-4094-AD97-16228078259E/OBFS.uillinois.edu"><span style="color:purple">obfs.uillinois.edu</span></a></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span></span><span style="color:black"><o:p></o:p></span></p>
<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">SMMC is on <a href="http://www.facebook.com/ILStudentMoney"><span style="color:purple">Facebook</span></a><a href="http://www.facebook.com/ILStudentMoney"><span style="color:purple"> </span></a>| <a href="https://twitter.com/ilstudentmoney"><span style="color:purple">Twitter</span></a><a href="https://twitter.com/ilstudentmoney"><span style="color:purple"> </span></a>| <a href="http://instagram.com/ILStudentMoney"><span style="color:purple">Instagram</span></a> | <a href="http://youtube.com/ILStudentMoney">Y</a><a href="http://youtube.com/ILStudentMoney">ouTube</a></span></span><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black"> </span><span style="color:black"><o:p></o:p></span></p>
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<p class="MsoNormal"><span class="apple-style-span"><span style="font-size:10.0pt;font-family:"Arial",sans-serif;color:black">Under the Illinois Freedom of Information Act (FOIA), any written communication to or from University employees regarding University
business is a public record and may be subject to public disclosure.</span></span><span style="color:black"><o:p></o:p></span></p>
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