Free Tax Preparation
Free Tax Preparation done in partnership with the IRS, the focus is to assist in the claiming of tax credits such as the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC), and to encourage split tax refunds into savings accounts, by eligible low to moderate wage earning individuals and families. By claiming these credits and splitting refunds, individuals and families have more money to pay bills, pay down debt, etc. In 2010, over $209,000 in refunds benefited local families and the local economy. If you are interested in receiving free tax preparation, please contact 2-1-1 or Hunterdon Helpline at 1-800-272-4630.
What is the Earned Income Tax Credit (EITC) and how can it benefit me? You could be missing out on thousands of dollars. Each year, residents of Hunterdon County lose millions of dollars by not claiming the EITC on their federal and New Jersey state tax returns. The EITC is a federal and state tax credit available to many low-to-moderate income working families and individuals. This credit is based on how much total income a taxpayer earned over the course of a year. Even though the EITC has been around for many years, many taxpayers are unaware of the tax credits for which they qualify under federal and state tax codes.
Do I qualify for the EITC? Yes, if you earned less than $50,000 in 2011.
How do I make an appointment?
Call 2-1-1 or Hunterdon Helpline at 1-800-272-4630.
Where are the free tax preparation locations?
All locations are by appointment only.
Flemington, UNITED WAY OF HUNTERDON COUNTY
4 Walter Foran Blvd, Suite 401
Lebanon, AUTO RESOURCE CENTER OF HUNTERDON
1130 Route 22 W
Frenchtown, TD BANK
21 Bridge Street
Annandale, ARC OF HUNTERDON COUNTY
1465 State Route 31, Suite 23
Glen Gardner, THE YOUTH CENTER
16 Hampton Road
Lambertville, FISHERMAN’S MARK
89 North Main Street
Flemington, HUNTERDON MEDICAL CENTER -Employees Only
2100 Wescott Drive
Flemington, LOWES -Employees Only
150 Route 31
Documents to bring for the appointment:
ü Valid ORIGINAL photo identification for you and your spouse (driver’s license, passport, etc.) If married, a spouse must be present to sign the form.
ü An ORIGINAL Social Security card or Individual Taxpayer Identification Number (ITIN) card for you and anyone else who will be listed on the return (spouse, children, other dependents, etc.)
ü All W-2’s – one for each job that you (and anyone else on your return) worked in 2011
ü If you (or your spouse) received unemployment assistance at any time last year, you will need to bring your Form 1099’s
ü If you are due a refund, and would like to have it directly deposited into your checking or savings account, you need to bring either a bank statement or a check that shows the routing and account numbers.
Additional forms or information that you may need:
ü (If you have children) – Did you have any childcare expenses while you were working? If yes, need to bring the childcare provider’s name, address, and tax identification number (may be the provider’s Social Security number if using an in-home provider.)
ü Amounts and dates of any estimated tax payments that you made this past year – (these are quarterly tax payments that you would have made directly to the IRS).
ü If you own your home, bring Form 1098-Mortgage Interest as well as the receipt for any real estate taxes that you paid
ü If you bought a home last year, bring evidence of the date you closed as well as the purchase price
ü If you bought a new car in 2011, bring evidence of date of purchase, purchase price and sales and excise taxes paid
ü If you made any contributions to an IRA, 401k, or other retirement account, bring evidence of the amounts contributed
ü If you paid for medical expenses that were not reimbursed, bring the amounts paid (prescription drugs, co-pays, eye glasses, transportation, etc.)
Additional Resources:
Internal Revenue Services (IRS)
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