Who is eligible for free tax preparation?
The program is designed for:
- People whose family income is $50,000 or less; OR
- Those who are in the military; OR
- People who are elderly and meet the income guidelines; OR
- People with a disability; OR
- People for whom English is not their first language.
What do I need to bring to a tax site?
- Must bring photo identification
- Social Security Cards for the Taxpayer, their spouse and dependents, if applicable
- Birth Dates for primary, secondary and dependents on the tax return
- Current year’s tax package if they received one
- Wage and earning statement(s) Form W-2, W-2G, 1099-R, from all employers
- Interest and dividend statements from banks (Forms 1099)
- A copy of last year’s Federal and State returns if available
- Bank Routing Numbers and Account Numbers for Direct Deposit
- Other relevant information about income and expenses
- Total Amount Paid for Day Care
- Day Care providers Identifying number
- To file taxes electronically on a married filing joint tax return, both spouses must be present to sign the required forms.
For more information about what to bring, go to http://www.irs.gov/individuals/article/0,,id=119845,00.html
Where Can I Get Tax Forms?
Save Some and Spend Some by Splitting Your Tax Refund!
Did you know you can split your tax refund into up to three different bank accounts? This can make it easier for you to "save some, spend some" and put money aside for a rainy day. Ask your tax preparer about this choice and bring your bank account information with you when you get your taxes prepared.
Quick Facts about Refund Splitting for Tax Filers
- Your deposit to each account must be at least $1.00.
- You may split your refund among up to three different US financial institutions.
- You can split your refund whether you file electronically or on paper.
- You can split your refund on an original return filed on any of the following returns: Form 1040, 1040A, 1040EZ, 1040NR, 1040NR-EZ, 1040-SS or 1040-PR.
- You have the flexibility of dividing and directing your refund any way you want and do not have to split it equally.
- You cannot split a refund on an amended return.