volunteer : free tax prep

Need Help With Your Taxes?

GET YOUR TAXES DONE FOR FREE

Take advantage of United Way's Free Tax Preparation services. Neighborhood sites are open January 13 to April 18, 2015.

Tax help is available in your neighborhood and in your language from IRS-certified volunteers. They'll help you get all the credits you qualify for and file your return electronically, so you'll get your refund fast. The best news: No appointment needed and no fees to pay.

 

3 Easy Ways to File Taxes

  1. Visit one of our 25 locations to get help filing taxes today.
  2. Drop-off your information at one of our four NEW drop-off sites and pick up your return in a week.
  3. File for online at myfreetaxes.com—free for anyone making less than $60,000.

Eligibility

Anyone who earned less than $60,000 in 2014 can use United Way's Free Tax Preparation services. However, some returns are too complex for our volunteers. For example, we cannot prepare returns for income earned in other states. For details, visit our Frequently Asked Questions (FAQ) tab above.

What to Bring

Required

  • Social Security cards/individual tax identification numbers (ITINs) and birthdates for everyone to be listed on the return
  • Photo ID
  • All tax statements, such as W-2 forms (from all your employers), 1099 forms (interest, dividends, unemployment), SSA-1099 forms (Social Security and/or retirement income), etc. For a list of common tax forms, visit our FAQ tab above.

Note: If you are filing jointly with your spouse, you both must be present to e-file.

Recommended

  • Bank account number and routing number
  • A copy of last year's tax return
 

United Way's Free Tax Preparation Campaign is designed for people who make less than $60,000 per year. (Please note that our service cannot prepare complex forms, such as out-of-state returns. Click the FAQ tab above for details.) There are 25 Free Tax Preparation sites to visit, including four where you can drop off your information and pick up your completed return a week later. We also help with specific financial services and signing up for public benefits as listed below.

Services Offered

Tax Services:

  • Tax preparation for 2014, 2013, 2012 and 2011 tax years
  • E-filing and direct deposit of refunds available
  • Help completing ITINs

Financial Services and Public Benefits:

  • Purchase savings bonds with your tax refunds.
  • Get help signing up for health care (open enrollment closes Feb. 15, 2015).
  • Get help signing for Basic Food and utility assistance.
  • Pull your free credit report.
  • Get one-on-one financial counseling services through the Seattle Financial Empowerment Center.

Why We Help

United Way is a nonprofit organization that supports community services such as food banks and emergency shelters. We are dedicated to helping people avoid homelessness, maintain financial stability and strengthen their ability to sustain themselves.

One of our tactics is early intervention. For example, we provide guidance and educational assistance to parents of toddlers to make sure every child has an equal chance to succeed in school. Free Tax Preparation is another early-intervention tool. Helping people keep more of the money they earn helps them take care of their families—and even save for the future.

We can't think of a better reason to offer this free service.

I'm interested in volunteering

You can find out more about volunteering by visiting our volunteer recruitment page: uwkc.org/taxvolunteer.

Need materials? Download our digital flier or poster or request printed materials here.

Am I eligible for Free Tax Preparation services?

Households that make less than $60,000, with tax returns that do NOT involve business taxes, rental income, or sale of property or stocks, are eligible for this free service.

What are the limitations to services?

We can help most people with their tax returns, but some returns are too complex for our volunteers. Here are services we do NOT provide:

  • State returns (Washington state does not have any state income tax, so no return is necessary. If you worked in a state that requires a state return, you can use myfreetaxes.com to file for free.)
  • If you have a 1099-B (proceeds from a brokerage, if you bought/sold stock)
  • If you sold your home or if it went into foreclosure
  • If you moved for your job and would like to claim the moving expenses adjustment
  • If you received rental income
  • If you are an international student/teacher on a J,Q, F or M Visa
  • If you are a non-resident alien who needs to complete a (1040NR)
  • If you are self-employed and had expenses above $10,000, had a net loss, or want to deduct the use of your home as a business expense.
  • If you are a registered domestic partnership (This is not the same as a same-sex marriage. We can file those returns.)

Do I need to make an appointment?

No. Walk-ins are welcome! All 25 of our sites operate on a drop-in basis and no appointments are set. Many sites get very crowded, especially during January and April, and you should arrive as close to the site's opening time as possible for the best chance of getting served. Those who arrive later may not be able to see a volunteer.

Can't I just drop off my information?

Yes—at four of our locations, you can drop off your documentation and come back in a week to pick up or file your completed return.

What if I want to file for free on my own?

If you'd prefer to file online on your own, visit myfreetaxes.com. The website is free for those who made less than $60,000 in 2014. If you have any questions while filing online, call 1.855.My.Tx.Help (1.855.698.9435), Monday-Saturday from 6 a.m. to 7 p.m. (PST). Or email info@myfreetaxes.com.

What should I bring?

Required

  • Social Security cards/individual tax identification numbers (ITINs) and birthdates for everyone to be listed on the return
  • Photo ID
  • All tax statements, such as W-2 forms (from all your employers), 1099 forms (interest, dividends, unemployment), SSA-1099 forms (Social Security and/or retirement income), etc.

Note: If you are filing jointly with your spouse, you both must be present to e-file.

Recommended

  • Bank account number and routing number
  • A copy of last year's tax return

Additional tax information/forms

Depending upon your situation, you might need to bring the following types of information:

  • If you worked and/or received unemployment: W-2, 1099 (1099-MISC, 1099-G, etc.)
  • If you were on Social Security or if you received retirement income: SSA-1099, 1099-R
  • If you had savings accounts, mutual funds, etc.: 1099-INT, 1099-DIV
  • If you had any other forms of income: W-2G (for gambling winnings), documentation of income
  • If you paid for health care through the marketplace (healthcare.gov or wahealthplanfinder.org): 1095A
  • If you paid for child care: name, address and tax identification number of the child care provider
  • If you paid student loans: 1098-E
  • If you attended a higher-education institution: 1098-T, documentation of tuition
  • If you owned a home: 1098, documentation of mortgage interest and property taxes paid
  • If you owned your own business: documentation of business income, business expenses and mileage

Not eligible for a Social Security Number?

Our site managers and volunteers can help you apply for an individual tax identification number (ITINs).

What if I lost my Social Security Card?

Social Security Cards or ITINs for everyone on the tax return is required to receive service. You can visit the Social Security website for details on how to receive a replacement.

I filed my taxes through United Way but I haven't received my refund yet.

Sorry for the inconvenience and confusion. Here's how to resolve this:

  • Visit the IRS Where's My Refund website and see if the IRS has received your return. If so, call the IRS to resolve your issue.
  • If the Where's My Refund website doesn't find your return and it's before April 18, call your tax preparation site (the phone number is on the "Next Steps" document you received at the end of your time at the site.)
  • If it's after April 18, email freetax@uwkc.org with your name, phone number, and the site where you filed.

I lost my copy of the tax return. What should I do?

We can provide you with a copy of your tax return if you filed at our location.

  • If it's before April 18, go back to the location where you filed and they will print a copy of your return.
  • If it's after April 18, email freetax@uwkc.org with your name, phone number and the site where you filed.

Need more help?

  • Text "FREETAX" and your five-digit ZIP code to 313131.
  • Call 2.1.1. or 800.621.4636
  • For additional questions, email freetax@uwkc.org

Want to tell a friend?

Just tell them to visit this website: uwkc.org/taxhelp


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