EITC Facts

• The American Recovery and Reinvestment Act of 2009 expanded the EITC to include a temporary increase for taxpayers with three or more qualifying children and raised the maximum EITC to $5,657.
• Working individuals and families making less than $50,000 per household may qualify for the EITC.
• Each of the 686 volunteers is certified by the IRS as a tax preparer
• More than $1.6 million is saved in tax preparation fees annually by tax filers using VITA sites.

What To Bring?

When you are going to get your taxes prepared, be sure to bring with you the following items:

• Photo identification (for you and your spouse, if filing jointly)
• Social Security card or ITIN for each family member
• W-2 forms for all jobs, all 1099 or 1098 forms and information on other income received
• Child care provider information
• A voided check for direct deposit
• Last year’s tax return

For more details link to the What to Bring Page

Earned Income Tax Credit - EITC

All Free Tax Sites WILL PREPARE returns with:

• Wage and earnings statements, Form W-2, W-2G, 1099-R, from all employers
• Interest and Dividend Income, Form 1099 INT & Form 1099 DIV
• Earned Income Tax Credit
• Child Tax Credit & Additional Child Tax Credit
• Child & Dependent Care Credit
• Education Expenses, including scholarships & student loan interest deduction
• Social Security & Disability Income
• Unemployment Income
• Alimony Income or Deduction of Payment of Alimony
• Misc Income – prize, gambling income, jury duty
• Residential Energy Credit
• First Time Home Buyers Credit

Some Free Tax Sites will prepare returns with:

• Schedule CEZ - Self Employment Income (1099 MISC or other income documentation) with expenses less than $5000 and NO net losses, employees, deduction for business use of home, depreciation of assets or other complex issues
• Schedule A – Home mortgage interest, charitable contribution, medical expenses deductions, real estate taxes
• Schedule C - Business Income or Self-Employment income with expenses in excess of $10,000, business loss, or complex issues like depreciation or business use of a home.
• Schedule K-1 Income – interest and dividends only
• Health Savings Account (HSA)
• Income due to foreclosure or forgiveness of debt

To ensure you go to a free tax site that prepares returns with this income, dial 2-1-1 or 1-888-826-9790

Free Tax Sites WILL NOT PREPARE returns with:

• Schedule E (Rental Income)
• Schedule F
• Form 3903 (Moving Expenses)
• Complicated or Advanced Schedule D (Capital Gains or Losses)
• Form 2106 - Complex Employee Business Expenses

If you have income that free tax sites will not prepare, you do not qualify for VITA free tax preparation services. Refer to a paid preparer or Free File online.