FREE TAX HELP!

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.

 

2 Easy Ways to File Taxes

  1. Visit one of our 27 locations to get help filing taxes today.
  2. File online at MyFreeTaxes.com at home on your own or at one of our assisted self-preparation labs where someone will be available to help answer questions — free for anyone making less than $64,000.

When

United Way’s Free Tax Preparation services are offered January 9 — April 20, 2017.

Eligibility

Anyone who earned less than $64,000 in 2016 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) section below.

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 section below.
  • Health Insurance forms 1095-A (required), 1095-B (required if available), or 1095-C (required if available).
  • 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

Note about the Earned Income Tax Credit this year

Effective in 2017, new legislation requires the IRS to hold refunds of all tax returns claiming the Earned Income Tax Credit (EITC) and the Additional Child Tax Credit (ACTC) until February 15. You’ll still want to file early, but know that anyone who benefits from these tax credits may have to wait a bit longer for their return this year.

About


United Way’s Free Tax Preparation Campaign is designed for people who make less than $64,000 per year. (Please note that our service cannot prepare complex forms, such as out-of-state returns. Click the FAQ section below for details.)

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. Free Tax Preparation is a tool to help people keep more of the money they earn and help 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.

FAQ


Am I Eligible For Free Tax Preparation Services?

Households that make less than $64,000, 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 form
  • If you are self-employed and had expenses above $25,000, 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 27 of our sites operate on a drop-in basis and no appointments are set. Many sites get very crowded, especially during February 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.

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 $64,000 in 2016.

This year, several locations will offer assisted self-preparation computer lab space where you can prepare your own tax return using MyFreeTaxes alongside a tax volunteer who can assist you with any questions. You can find an assisted self-preparation lab using the search feature above.

If you have any questions while filing online, call 1-855-MyTxHelp (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.
  • Health Insurance forms 1095-A (required), 1095-B (required if available), or 1095-C (required if available).

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. An official letter from the Social Security Administration is an acceptable alternative if your Social Security Card isn’t available.

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 20, 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 20, 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 one of our tax sites locations.

  • If it’s before April 20, go back to the location where you filed and they will print a copy of your return.
  • If it’s after April 20, email freetax@uwkc.org with your name, phone number and the site where you filed.
How Do I Renew My ITIN?

Individual Taxpayer Identification numbers may need renewal this year. Those who have not used their ITIN on a federal tax return for in the last three years will have to renew their ITIN. Also, all ITINs issued before 2013 will begin expiring this year. ITINs with a 78 or 79 in the middle will expire this year; others will expire on a rotating basis. You can’t file a tax return using an expired ITIN.

Visit any of our 27 tax sites to get help preparing the paperwork for ITIN renewal. For additional information, please visit the IRS website https://www.irs.gov/individuals/itin-expiration-faqs)

To process you ITIN renewal there are two options:

  1. By mail. Mail Form W-7 and other required documents to:

    Internal Revenue Service
    ITIN Operation
    P.O. Box 149342
    Austin, TX 78714-9342

  2. In Person. Bring Form W-7 and other required documents to IRS Office Locations (by appointment only):

    Seattle Office:
    206.946.3400
    915 Second Ave.
    Seattle, WA 98174
    M-F: 8:30am–4:30pm

    Bellevue Office:
    425.425.9637
    520 112th Ave. N.E
    Bellevue, WA 98004
    M-F: 8:30am–4:30pm

    Tacoma Office:
    253.428.3518
    1201 Pacific Ave.
    Tacoma, WA 98402
    M-F: 8:30am–4:30pm

Need More Help?
Want To Tell A Friend?

Just tell them to visit this website: FreeTaxExperts.org.

I'm Interested In Outreach Materials

If you’re interested in helping distribute campaign materials and fliers to help get the word out about the program, you can request materials here: http://bit.ly/1lVCbbX

You can also download outreach materials in the following languages:
Amharic, Chinese, English, Russian, Spanish, Tagalog, and Vietnamese.

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