FREE Tax Preparation

Our online tax preparation is available January-April.

What to bring to your FREE Tax Appointment

Affordable Care Act (ACA) Health Insurance Information:

  • Please bring health insurance coverage information for you, your spouse and all dependents. If you don’t have full year coverage, bring information on months for which you were covered
  • If you purchased health insurance through the Marketplace/Exchange you must bring Form 1095-A with you. You should receive this form by Jan 31st.
  • Bring any health care coverage exemptions received from the IRS or the Marketplace.

Identification

  • Valid Picture ID for all taxpayers
  • Copy of your 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: ksteen@unitedwaypasco.org 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 Income Limits, Maximum Credit Amounts and Tax Law Updates

EITC-banner

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. 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 taxes or are not required to file.

2016 Tax Year

Earned Income and adjusted gross income (AGI) Limits:

Earned Income and adjusted gross income (AGI) must each be less than:

IF FILING…Qualifying Children Claimed

.ZEROONETWOTHREE or MORE
Single, Head of Household or Widowed$14,880$39,296 $44,648 $47,955
Married Filing Jointly$20,430$44,846$50,198 $53,505

Tax Year 2016 maximum credit:

  • $6,143 with three or more qualifying children
  • $5,460 with two qualifying children
  • $3,305 with one qualifying child
  • $496 with no qualifying children

Investment Income must be $3,400 or less for the year.

For more information on whether a child qualifies you for EITC, see:
Qualifying Child Rules or
Publication 596, Rules If You Have a Qualifying Child

The American Tax Relief Act of 2012

The American Tax Relief act extended the relief for married taxpayers, the expanded credit for taxpayers with three or more qualifying children and other provisions to December 31, 2017.

Legal Same-Sex Marriages Will Be Recognized
For Federal Tax Purposes

The U.S. Department of the Treasury and the Internal Revenue Service recently ruled that same-sex couples, legally married in jurisdictions that recognize their marriages, will be treated as married for federal tax purposes. Under the ruling, same-sex couples will be treated as married for all federal tax purposes where marriage is a factor, including filing status, claiming personal and dependency exemptions, taking the standard deduction, employee benefits, contributing to an IRA and claiming the earned income tax credit or child tax credit.

The ruling implements federal tax aspects of the June 26, 2013 Supreme Court decision invalidating a key provision of the 1996 Defense of Marriage Act.
Read more here.

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 return preparation service throughout the county from January through April.
    • All of the tax returns are prepared by IRS-certified, highly-skilled 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 over $10 million in EITC refunds and $5 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
727-835-2023