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Free Income Tax Preparation

FREE   *   FREE  *   FREE As part of the Volunteer Income Tax Assistance (VITA) Newrizons Federal Credit Union is offering FREE tax preparation to low-income families (under $53,000 per year). IRS certified volunteers will e-file your basic tax forms including Earned Income Credit, Childcare, and Elderly or Disabled credits. Refunds are fast with direct deposit.

 

Qualification Questions

  • Did you make $53,000 or less this year (both spouses combined)
  • Wages or salary (w-2)
  • Tip Income
  • Scholarships (W-2 or 1098T)
  • Unemployment (1099)
  • Interest or dividends (1099-INT or 1099-DIV)
  • Refund of state/local income taxes (1099 G)
  • Disability income (1099-R, W-2)
  • Pensions, Annuities or IRA distributions (1099-R). NO premature IRA distributions
  • Social Security or Railroad Retirement (SSA-1099, RRB-1099)

 

PLEASE BRING THE FOLLOWING ITEMS (if married and filing a joint return, both spouses must be present):

  • Current Photo ID for taxpayer (and spouse if filing jointly)
  • Social Security cards or ITIN letters and birthdates for the taxpayer, spouse and dependents
  • Wage and earnings statements: W-2, W-2G, and all Form 1099s received
  • Unemployment compensation, Form 1099
  • Interest and dividend statements
  • Childcare expenses paid in 2012 and the child care provider's name, address and federal ID number
  • Student loan interest payments
  • Record of tuition, purchase of books and/or student loan payments, 1098-E
  • A copy of last year's federal tax return (if available)
  • A check or deposit slip if you want direct deposit.
  • Record of any Economic Recovery Payment received from Social Security Administration (SSA), the Railroad Retirement Board (RRB) or Veterans Administration

 

 

Set up your appointment today. This is for anyone in Grays Harbor County. Let your friends and family know of this new FREE service for qualifying taxpayers.