Watch or listen to Stephanie’s tips in video format here.
Navigating through forms and documents for those who are blind and visually impaired may initially pose an added layer of frustration to an already overwhelming process. However, there is greater ease of independence through the use of accessible technology. Whether an individual uses magnification and other low vision settings on their computer, screen readers, or refreshable Braille displays, these methods provide access to tax preparation software and apps, as well as online forms. Of course, possessing the ability to navigate such technology is critical before considering filing your taxes independently. Future In Sight offers numerous remote technology workshops open to people with vision loss regardless of where you live to gain such technology skills needed, as well as one-on-one in person accessible technology training to individuals living in NH, who become clients.
Important Documents When Filing Your Taxes
Examples of common documents you may need to access for your taxes may include but are not limited to:
- W-2 form: wages, salary and other compensation received from your employer, as well as taxes withheld.
- 1099 forms: for many reasons; one being for freelance earnings.
- 1098 form: If you paid mortgage interest or student loan interest you’ll receive this from your lender.
- Bank and investment statements: detailed statements from each institution you do business with or hold accounts/investments.
You may receive a paper copy of such documents, which you’ll need to file your taxes appropriately. You might even use scanning apps to import them to your computer to then use your accessible technology to file. Even better than that, most employers, bank institutions and etc. offer online access to the very same documents, so there is no need to struggle with paper copies. A good majority of online access to documents also work well with accessible technology; a few still pose barriers, but great strides have made most accessible.
Resources when Filing Your Taxes
The Internal Revenue Service (IRS) offers accessible forms and publications in various formats including text only, Braille ready files, large print and accessible PDF’s. Individuals may find this information by going to www.irs.gov under the accessible forms and publication section or call 800-829-1040.
Taxpayers requiring accessibility assistance can also call the IRS at 833-690-0598. the IRS also sponsors the Volunteer Income Tax Assistance program (VITA) for individuals with a disability, who cannot complete a tax return.
In 2022, according to the National Federation of the Blind (NFB), 4 leading tax preparation providers agreed to a commitment to make their online sites accessible to those who are blind and visually impaired. These include Intuit/Turbo Tax, HDVest, H&R Block and CioCia. Finally, if you do need other in person assistance filing your taxes, check with local places such as your public library, senior center Tax Counseling for the Elderly (TCE) program, or community center, as they may host options with local partners to assist with tax preparation.
Remember, April 15th is just around the corner. Your access to documents and filing has never been more available to people who are blind and visually impaired! Whether you gain the accessible technology skills you need through Future In Sight, file electronically or take advantage of the many resources discussed above, it’s important to know your options, make a plan, and file!
We provide training, tools and resources to individuals of all ages who are blind and visually impaired and even offer a full calendar of activities. If you or someone you love is experiencing vision loss and could benefit from our services, please contact Future In Sight at [email protected] or 603-224-4039 today!
About the Author: Stephanie Hurd is the Assistive Technology & Activities Specialist at Future In Sight.