Last year + This Year

You can get 2005 forms and instructions at

You need to file separate returns for 2005 and 2006, on the appropriate forms. You might check for a local VITA site since it sounds like your income is low enough to qualify for this free service. Around Mid-March, when things are slow, they could probably do both years for you. If you can't find any information about VITA sites call 1-800-829-1040 and ask to be directed to your area's VITA/TCE coordinator.

-- Phil Marti Clarksburg, MD

Collect all your income and deduction data for 2005 and

2006. Sit down and sort into two piles, one for each year. Go to and download the 2005 forms you will need. You can get the 2006 forms at your local library. Fill out the 2005 forms, put in envelope, add stamp and mail to the address on the back of the 1040 instruction booklet. Do the same for the 2006 forms. Wait for your refund checks.

Now don't you feel better?

Always willing to help out a fellow Trojan. (Marshall School '75, MBA) If you want in person help, you can come to the Wiseburn Library in Hawthorne on Wednesday, March 14 at

6:00. I run a free public tax workshop for people in your situation. Don't feel bad about late filing. I still have 3 clients who haven't filed for 2004 and 5 more for 2006. Some of them only file when they get a wage levy from the Franchise Tax Board - and they get refunds! Wiseburn Library 5335 W. 135th St. Hawthorne, CA 90250

Linda Dorfmont E.A., CFP, CSA

You need to file your '05 return. You can go to irs.gov and get the forms you'll need, if you are a student it shouldn't be complicated. You should be able to do it yourself, I take it you had some income and taxes withheld, but as a student, maybe can be claimed as a deduction by your parents? If you are still lost, post the items (not the dollars just list, e.g. earned income, paid some federal/state tax, etc) and someone will tell you exactly what forms to seek. The forms are different each year, and are dated. You might consider eBay for "turbotax 2005". Going for less than $10. And worth saving the time on the forms. JOE

So I just need to follow the same procedure for both the years and do not need to worry o add any new forms for my last years return, correct? Thanks a lot for your time, and yessss.. I do feel a lot better looking at that reply :) Regards, MK

Thanks a lot for your time Phil. I appreciate your help. I will surely check for a local VITA site.

Thanks again.

Regards, MK