ELIGIBILITY REQUIREMENTS
ELIGIBILITY REQUIREMENTS
- We serve families earning up to $35,000 and individuals earning up to $20,000 per year.
- Taxpayers filing a joint tax return (married) must BOTH be present for our service. The tax return cannot be e-filed, nor a copy provided to the taxpayer(s) until:
- Both signatures are secured on the tax return or on Form 8879, IRS e-file Signature Authorization, OR
- The spouse has an original copy of a signed and notarized Power of Attorney
What Tax Returns we will prepare
• Wages, salaries, etc. (Form W-2)
• Interest Income (Form 1099-INT)
• Dividends Received (Form 1099-DIV)
• State Tax Refunds (Form 1099-G)
• Unemployment Benefits (Form 1099-G)
• IRA Distributions (Form 1099-R)
• Pension Income (Forms 1099-R, RRB-1099-R, CSA-1099)
• Social Security Benefits (Form SSA-1099, RRB-1099)
• Simple Capital Gain/Loss (Form 1099-B) limited
• Sale of Home (Form 1099-S) limited
• Prior Year and Amended Returns
• Self-Employed Income (Form 1099-MISC, Form 1099-NEC)
limited
• Gambling Winnings (Form W-2G)
• Cancellation of Debt (Form 1099-C) limited
• Health Savings Accounts (Form 1099-SA) limited
• Itemized Deductions limited
• Education Credits (Form 1098-T)
• Child Tax Credit
• Earned Income Credit
• Health Insurance Statements (Forms 1095-A, B or C)
• Credits for Sick Leave and Family Leave for Certain SelfEmployed Individuals (Form 7202)
• Economic Impact Payment (Recovery Rebate Credit)
What Tax Returns we will not prepare
• Schedule C with loss, depreciation or business use of home
• Complicated Schedule D (capital gains and losses)
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8814 (child taxed at parent’s tax rate)
• Form SS-8 (determination of worker status for purposes of
federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Allocation of Policy Amounts,
Alternative Calculation for Year of Marriage)
• Form W-7 (application for Individual Taxpayer Identification
Number (ITIN) )
• Returns with casualty/disaster losses
Please see a professional preparer for assistance with complicated returns.
Free In-person Tax Services:
- Walk-in, first-come-first-serve
- Come get your taxes prepared for FREE
Note: If you filed an extension, the deadline to file your income taxes is October 17, 2022.
Please see a professional preparer for assistance with
complicated returns