United Way

Free Tax Preparation


DO YOU QUALIFY?

Your household income must have been less than $54,000 last year to qualify for free tax preparation. Simply dial 2-1-1 to learn if you qualify or to find the nearest site.


HOW DOES IT WORK

  • IRS trained volunteers prepare and e-file your federal and state tax returns for FREE
  • Receive your refund in about 7-10 days when you take advantage of FREE, fast direct deposit
  • Tax sites operate on a walk-in basis or by appointment
  • You may qualify to receive up to $6,143 cash back when you claim the Earned Income Tax Credit (EITC)
  • Call 211 or go to 211helps.org for more information

WHAT YOU NEED TO BRING

  • All W-2’s and 1099’s
  • Social Security Cards or Individual Taxpayer Identification Numbers (ITIN) for all family members
  • Valid picture ID for taxpayer and spouse (Driver’s License, State ID, Passport)
  • If married and filing jointly, both spouses must be present to sign
  • Copy of prior year tax return
  • 1098 or real estate tax receipt
  • Proof of unemployment compensation
  • A copy of a voided check or bank account and routing numbers for direct deposit<
  • Proof of child care expenses
  • Parcel number (Illinois homeowners only)
  • Form 1095-A: proof of health insurance from the market place

WHAT WE PREPARE

  • Form 1040
  • With schedule B, C ($10,000 limit), EIC & R
  • Form 1040 – V
  • Form 1040 – ES
  • Form 2441 (Child and dependent care credit)
  • Form 8863 (Education credits)
  • Form 8812 (Additional child tax credit)

OTHER FREE SERVICES OFFERED*

Take advantage of these additional financial services at the free tax sites:

  • Open a checking account
  • Open a savings account
  • Meet with a credit counselor and get a free credit report
  • Purchase savings bonds

*Availability of services may vary by site.