Free Income Tax Return Program

Prosperity Campaign.

Pasco County has a thriving volunteer income tax return program supported by United Way of Pasco County, AARP Tax-Aide, and the IRS VITA (Volunteer Income Tax Assistance) Program. Last year, more than 7,000 returns were prepared, bringing residents over $7.2 million in refunds!
The free tax return preparation assistance program for low-to-moderate income taxpayers is a critically-needed service.

Make your money go further by getting your income tax return prepared for FREE at one of 10 different sites in Pasco. From January 25, 2013 – April 15, 2013 save an average of $300 you would pay for a simple return. It’s fast and easy – refunds come usually within 10-days of filing!

Dial 2-1-1 from anywhere in Pasco to make your appointment.

Next, become a Smart Florida Saver!

Learn how saving is now Easy as Pie.

The Florida Saves program focuses on building and protecting wealth, planning for a secure financial future, paying down debt, and protecting against financial fraud. Many believe that low- and moderate-income families cannot afford to save and build wealth. Yet research shows that there are "savers" and "spenders" in all income classes. While those with modest incomes cannot save as much as the affluent, almost all have the ability to build wealth over time. Through contributions to a workplace retirement program, home purchase, and other savings during their working years most can accumulate six-figure assets.

The goal of the Florida Saves program is to convince all Floridians that they can build wealth and to assist them to do just that.

• Learn More!
• Brochure
• Be a Florida Saver!

2013 Tax Return Preparation Locations

SITE DAYS & HOURS (First appointment – Last appointment)

WEST PASCO

CENTRAL PASCO

• Publix Land O’Lakes
  2121 Collier Parkway
  Land O’Lakes, FL 34639
  Jan 26 – April 13
  Thurs., Sat.: 9 a.m. – 12:20 p.m.

EAST PASCO

What to Bring to Your Tax Appointment

Identification

• Valid Picture ID for all taxpayers
• Copy of your 2011 or most recent tax return filed (if you have it)
• Social Security cards or ITIN letters for you, your spouse and all dependents (Note: Medicare card does not qualify even though it has your Social Security number on it)
• Birth Dates for you, your spouse, your children and all dependents

Please know that even if we did your taxes last year and the preparer remembers you, the volunteer still has to see your identification or we risk being shut down by the IRS! It’s for your protection and our tax sites will be strictly enforcing this policy.

Income Documentation

• W-2, W-2G, 1099-R, 1099-SSA and 1099-G Forms from all employers and income sources such as unemployment or Social Security
• Proof of income from jury duty, gambling, cash to keys - anything reported to you on form 1099-MISC
• Documentation of any other income such as prizes, awards, scholarships, fellowships, lottery or gambling winnings

If You Itemize Your Deductions,
Bring All Related Expense Documents

• Child or dependent care expenses including the provider's address and Federal ID#
• Mortgage Company Statements /Mortgage Interest
• Adoption Expenses
• Alimony paid or received
• Documentation from a home purchase
• Any notices received from the IRS
• Property tax bills
• College tuition and student loan interest statements
• Medical Expenses
• Real Estate Tax Statements
• Sales Tax Statements
• Charitable Contributions Receipts
• Unreimbursed Business expenses related to your job

Please note that if you are self-employed and have employees and/or inventory, we are not able to do your taxes. If you are reporting a loss from the business, we may or may not be able to assist.
Please email: taxvol@earthlink.net to review your specific situation.

Remember, if married filing jointly, BOTH SPOUSES MUST BE PRESENT to sign the return.

PLEASE REMEMBER TO DIAL 2-1-1 IF YOU NEED TO
CANCEL OR RESCHEDULE YOUR APPOINTMENT.

EITC, the Earned Income Tax Credit, sometimes called EIC is a tax credit to help you keep more of what you earned. It is a refundable federal income tax credit for low to moderate income working individuals and families. Congress originally approved the tax credit legislation in 1975 in part to offset the burden of social security taxes and to provide an incentive to work. When EITC exceeds the amount of taxes owed, it results in a tax refund to those who claim and qualify for the credit.

To qualify, you must meet certain requirements and file a tax return, even if you do not owe any tax or are not required to file.

Are you eligible?

Among other qualifying factors, you must have:

• Earned income in 2012
• A valid Social Security number
• No more than $3,200 in investment income
• Joint tax-filing status, if married
• U.S. citizenship or resident alien status for the past year
  (in most cases)

Income guidelines for tax year 2012:

Individuals:

• $13,980 with no qualifying children
• $36,920 with one qualifying child
• $41,952 with two qualifying children
• $45,060 with three or more qualifying children

Married couples filing jointly:

• $19,190 with no qualifying children
• $42,130 with one qualifying child
• $47,162 with two qualifying children
• $50,270 with three or more qualifying children

Maximum refunds for tax year 2012:

• $475 with no qualifying children
• $3,169 with one qualifying child
• $5,236 with two qualifying children
• $5,891 with three or more qualifying children

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Prosperity Campaign

In 2004 the United Way of Pasco County became the lead agency for the Prosperity Campaign, a commitment to helping families become financially stable and independent.

There are two key areas that the Prosperity Campaign focuses on:

1. Increasing Income
2. Financial Literacy

Our goals during the United Way of Pasco County Prosperity Campaign are to:

• Place emphasis on educating the public on the Earned Income Tax Credit, the Child Tax Credit, and other available credits.
• Offer a free income tax preparation service throughout the county from mid-January through April 15.
  
• All of the tax returns are prepared by IRS-certified volunteers. Each year the volunteers must pass the IRS exam to renew their certification.
• Tax returns are all prepared by appointment only. To schedule an appointment, an individual simply dials 2-1-1.

Since its inception, the Prosperity Campaign has returned $8.7 million in EITC refunds and $4.1 million in Child Tax Credit refunds to Pasco residents!

The second focus is financial literacy. Many Pasco county banks, non-profits, and faith based organizations provide free or low-cost financial education programs.

By encouraging residents to take advantage of these programs, United Way of Pasco County's Prosperity Campaign helps promote and increase the long-term financial stability of area residents.

For more information, including volunteer opportunities, please contact us at (727) 835-2028.

 

United Way of Pasco County

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