More than 12,000 free tax preparation sites will be open nationwide this year as the Internal Revenue Service continues to expand its partnerships with nonprofit and community organizations. The sites provide vital tax preparation services for low- to-moderate-income and elderly taxpayers.
The IRS Volunteer Income Tax Assistance (VITA) Program offers free tax help generally to people who earn $53,000 and less. The Tax Counseling for the Elderly (TCE) Program offers free tax help to taxpayers who are 60 and older.
Taxpayers need to present the following items to have their returns prepared:
- Proof of identification (photo ID)
- Social Security cards for you, your spouse and dependents
- An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse and dependents on the tax return
- Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
- Interest and dividend statements from banks (Forms 1099)
- A copy of last year’s federal and state returns, if available
- Proof of bank account routing and account numbers for direct deposit such as a blank check
- To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
- Total amount paid for daycare services and the daycare provider’s tax identifying number such as their Social Security number or business Employer Identification Number
- Forms 1095-A, Affordable Health Care Statement, if applicable
- Copies of income transcripts from IRS and state, if applicable
Before going to a VITA or TCE site, taxpayers should review Publication 3676-B for services provided. To locate the nearest free tax preparation site taxpayers can use the online locator tool on IRS.gov or download the free IRS smartphone app, IRS2GO. The military also partners with the IRS to provide free tax assistance to military personnel and their families.