Free Tax Preparation is done in partnership with the IRS. The program has two main objectives:
- To assist eligible tax payers to claim tax credits such as the Earned Income Tax Credit (EITC) and the Child Tax Credit (CTC).
- To encourage individuals and families to split tax refunds and put money into savings accounts.
And now we’ve made tax filing even easier! Through this unique collaboration with the IRS, hard-working tax payers are now able to prepare their taxes online from anywhere, anytime, free of charge. Here is the link to prepare taxes on line -- myfreetaxes.com. Families and individuals with a combined income under $62,000 for 2015 are qualified to use this website for free; a nominal fee will apply to others. This fee never applies to taxes prepared in person at a United Way VITA tax site.
If you need your assistance for 2015 year taxes, call 2-1-2-1 or (908) 782-3414 ext 27 to set up a free tax preparation appointment. We will be offering appointments at a variety of sites around the county. See the list here
Documents you must bring for your appointment
- Valid ORIGINAL photo identification for you and your spouse (driver’s license, passport, etc) If married, a spouse must be present to file jointly.
- An ORIGINAL Social Security card or Individual Taxpayer Identification (ITIN) card for you and anyone else who will be listed on the return (spouse, children, other dependents)
- All W-2s – one for each job that you and anyone else on the return worked in 2013
- If you (or your spouse) received unemployment assistance at any time last year, you will need to bring your FORM 1099
- If you are due a refund, and would like to have it direct deposited in to 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 you may need:
- If you have children, did you have any childcare expenses while you were working? If yes, bring the childcare provider’s name, address and tax ID number (social security number for in-home care)
- Amounts and dates of any estimated tax payments you may have made this past year (these are quarterly tax payments you would have made directly to the IRS)
- If you own your home, bring Form 1098-Mortgage Interest as well as the receipt of any real estate taxes you paid
- If you bought a home last year bring evidence of the date you closed as well as the purchase price
- If you bought a new car in 2013 bring evidence of date of purchase, price and sales excise taxes paid
- If you made nay contributions to an IRA, 401k or other retirement account bring evidence of amounts contributed
- If you paid for medical expenses that were not reimbursed bring the amounts paid (prescription drugs, co-pays, eye glasses, transportation, etc)
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 money by not claiming the EITC on their federal and New Jersey 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.
IRS link to find out if you qualify for the EITC?