Free tax preparation for individuals is available to all ages and most occupations.
Households with income over $67,000 can only be served at Tax-Aide or TCE sites. (In-Person) In-Person tax preparation is completed on-site in one visit. You leave the same day with a completed and electronically filed tax return.
(Drop-Off) During an initial visit to the site, you leave your tax documents with a volunteer. In a second visit, you work with a volunteer to finalize the filing of the tax return. You leave with your tax documents and a completed and electronically filed tax return. (Scan) Similar to Drop-Off except your tax documents are digitized during the initial visit to the site and returned to you after digitizing. The digital copies are used throughout the return preparation process.
WHEN YOU COME FOR YOUR FREE TAX PREPARATION APPOINTMENT YOU WILL NEED: o Filled out Intake Booklet. Many sites have Intake Booklets available for pickup prior to your appointment. Check our site listing for details. Intake Booklets can be downloaded fromhttps://irs.gov/pub/irs-pdf/f13614c.pdf for VITA and TCE sites or from https://ta-nttc.tiny.us/Tax-Aide-Intake-Booklet for Tax-Aide sites. o Government-issued picture ID for each taxpayer. o Proof of Social Security or ITIN numbers for all persons on your tax return. o Proof of bank account routing and account numbers for direct deposit or debit. (Bring a voided check, not a deposit ticket.) o Tax information such as Forms W-2, 1099, 1098, 1095. o Last year’s tax return. This may serve as proof of Social Security numbers and bank account details. o All taxpayers to sign the return.
The more information you bring, the more accurately we can prepare your return. If you’re not sure, bring it!