United Way of Monroe County

United Way is proud to work with several local community groups to help local residents retain more of their earnings.

The Free Community Tax Service provides free tax preparation and electronic filing of federal and Indiana tax returns for low- and moderate-income residents.

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Additionally, the Free Community Tax Service will assist residents who are eligible to receive tax refunds from the Earned Income Tax Credit (EITC). The EITC can result in a significant income boost - up to $5,751 for those who qualify!

The EITC is a refundable federal income tax credit for low- and moderate-income working individuals and families. A tax credit is a dollar-for-dollar reduction of taxes owed. Since it is a refundable credit, when the EITC exceeds the amount of taxes owed, it results in a tax refund to those who claim and qualify for the credit.

The EITC has no effect on certain welfare benefits. In most cases, EITC payments will not be used to determine eligibility for Medicaid, Supplemental Security Income (SSI), food stamps, low-income housing, or most Temporary Assistance for Needy Families (TANF) payments.

To qualify, taxpayers must meet certain requirements and file a tax return, even if they did not earn enough money to be required to file a tax return.

Are you eligible for the EITC?

To be eligible for the Earned Income Tax Credit (EITC) you must:

Have earned income from employment, self-employment or another source.
Have a valid Social Security Number.
Be a U.S. citizen or resident alien for the past year.
If you’re a nonresident alien, you must be married to a U.S. citizen or legal resident and filing a joint tax return.
Have no more than $3,150 in investment income.
File a joint tax return if married.
Live in the U.S. for more than half of the year.
Be 25-64 years of age, if you aren’t claiming any qualifying children (if you are claiming qualifying children, you can be any age).

In addition, your 2011 income (Adjusted Gross Income) cannot exceed:

...If you are MARRIED filing jointly

$18,740 with no qualifying children
$41,132 with one qualifying child
$46,044 with two qualifying children
$49,078 with three or more qualifying children

....If you are SINGLE

$13,660 with no qualifying children
$36,052 with one qualifying child
$40,964 with two qualifying children
$43,998 with three or more qualifying children

Also, to claim the EITC you cannot:

Be the qualifying child of another person.
Be the dependent of another person.
File Form 2555 or 2555-EZ (related to foreign earned income).

If you are claiming qualifying children, the child must:

Have a valid Social Security Number
Be the taxpayer’s son, daughter, adopted child, stepchild, foster child, brother, sister, stepbrother, stepsister, or a descendent of any of these (e.g. grandchild, niece, or nephew)
Be under age 19 at the end of the year; under age 24 at the end of the year and a full-time student; or be any age if permanently and totally disabled.
Live with you in the United States for more than half of the year.

How much of a refund can you get?

For tax year 2011, the maximum refunds are:

$464 with no qualifying children
$3,094 with one qualifying child
$5,112 with two qualifying children
$5,751 with three or more qualifying children

Where can you receive help?

There are eight tax assistance program sites in Monroe and Owen counties, and one mobile site for 2012.

Ellettsville Branch Library, 600 W. Temperance St., Ellettsville, Phone 812-876-3383

February 3 - April 14 (Call for an appointment.)

Friday 10:00 am - 1:00 pm

Saturday 12:00 pm - 2:00 pm

Indiana University Maurer School of Law, 211 S. Indiana Ave., Bloomington
January 30 - March 9 (First come, first served.)
Monday & Tuesday: 5:00 pm - 8:00 pm

Ivy Tech Community College-Bloomington, 200 Daniels Way, Room B201, Bloomington 812-332-1559 ext. 0

January 25 - March 6 (Call for an appointment.)

Tuesday: 2:00 pm - 5:00 pm

Wednesday: 2:00 pm - 5:00 pm

Friday: 12:00 pm - 7:00 pm

Saturday: 9:00 am - 1:00 pm

Monroe County Public Library, 303 East Kirkwood Ave., Bloomington, Phone 812-349-3050

(AARP Tax-Aide)

February 3 - April 13 (First come, first served. We recommend that you arrive one hour ahead of time to get a spot in line.)

Monday: 2:00 pm - 6:00 pm**

Tuesday: 2:00 pm - 8:00 pm**

Friday: 2:00 pm - 5:45 pm**

(**Spanish Interpretation provided by El Centro Comunal Latino on these days during the month of February.)

South Central Community Action Program, 1500 W. 15th St., Bloomington, Phone 812-339-3447 ext. 235

January 31 - April 14 (Call for an appointment.)

Tuesday: 4:00 pm - 7:00 pm

Saturday: 9:00 am - 12:00 pm

Twin Lakes Recreation Center, 1700 W. Bloomfield Rd., Bloomington, Phone 812-349-3720

(AARP Tax-Aide)

February 1 - April 12 (First come, first served.)

Wednesday: 9:00 am - 3:00 pm

Thursday: 4:00 pm - 8:00 pm

Owen County Public Library, 10 S. Montgomery St., Spencer, Phone 812-829-3392 ext. 1

January 26 - April 14 (Call for an appointment.)

Thursday 5:30 pm - 8:00 pm

Saturday: 9:00 am - 3:00 pm

New this year! Swing by one of our new self-service tax preparation sites and file your own federal and Indiana state tax returns for free. Using a computer at one of these sites, you can file electronically with assistance from an IRS trained volunteer. No appointment necessary.

Ivy Tech Community College-Bloomington, 200 Daniels Way, Room B201, Bloomington 812-332-1559 ext. 0

January 25 - March 6 (First come, first served.)

Tuesday: 2:00 pm - 5:00 pm

Wednesday: 2:00 pm - 5:00 pm

Friday: 12:00 pm - 7:00 pm

Saturday: 9:00 am - 1:00 pm

WorkOne, 450 S. Landmark Ave., Bloomington 812-331-6000 ext. 254

January 30 - April 12 (First come, first served.)

Monday & Thursday 11:30 am - 3:30 pm

We’re taking Free Community Tax Service on the road! To better serve every resident in our community, we'll be taking the Free Community Tax Service to places like Stone Belt, LifeDesigns, Inc. (formerly Options), Broadview Learning Center, and St. Paul Catholic Center. Call 2-1-1 for details about dates and times.

What do I need to bring with me to the tax assistance site?

You must bring the following to receive free tax help:

Valid picture identification for taxpayer and spouse.
Social Security cards and birth dates for yourself, spouse, and dependents.
All W-2s, W-2Gs, 1099s and Social Security/ Unemployment benefit statements related to income received during 2011.
If filing jointly, both spouses must be present to sign the required forms.

Additional information that may be required:

If claiming child and dependent care expenses: the name, address, and social security number or EIN (employer’s identification number) of the provider.
If claiming the Indiana Renter’s Deduction: the name, address, and phone number of the landlord.
Any tax books received.
A copy of last year’s tax return.
For direct deposit of your refund, you must provide bank account and routing numbers.
All 1098s related to interest on student loans.
Out-of-pocket educational expenses for college.
Any donations to Indiana colleges.

Where can I get more information?

Call the individual sites or 2-1-1.
Revisit this site... it will be updated throughout tax season.
Information in Spanish is available by calling 812-349-3860 or through El Centro Comunal Latino. Call 812-355-7513 or visit http://www.elcentrocomunal.com/

¡Ofrecemos servicio en español!

2012 Servicio de Impuestos

Preparamos sus impuestos

¡sin costo alguno!

¡Mantenga su dinero! ¡Reclame su crédito!

¿Trabajó usted en el 2011? Usted puede ser elegible para recibir un reembolso de impuestos de $5,751 a través del Crédito Tributario por Ingreso del Trabajo (EITC por sus siglas) – aun si no debes pagar impuestos.

Este servicio de ayuda a personas de bajos ingresos para declarar sus impuestos federales y del estado no cuesta nada. Este servicio también les ayudará a conseguir el Crédito Tributario por Ingreso del Trabajo (EITC por sus siglas) si usted es elegible.

Declare sus impuestos y reclame su crédito visitando uno de esos sitios de preparación de impuestos en el condado de Monroe.

La Biblioteca Pública del Condado de Monroe

303 East Kirkwood Ave., Bloomington 812-349-3860

(Coordinado por AARP Tax-Aide y El Centro Comunal Latino)

3 de febrero - 28 de febrero

Lunes: 3:00 pm - 6:00 pm

Martes: 3:00 pm - 8:00 pm

Viernes: 2:00 pm -5:45 pm

Se ofrece ayuda en el orden de llegada.

**Para asegurar su campo en la fila, sugerimos que usted llegue una hora antes.

Broadview Learning Center

705 W. Coolidge Drive, Bloomington

Sábado, 4 de febrero: 10:00 am - 3:00 pm

Marque 812-349-3860 para solicitar una cita.

St. Paul Catholic Center

1413 E 17th, Bloomington

Domingo, 12 de febrero: 1:30 pm - 4:00 pm

Se ofrece ayuda en el orden de llegada.

Por favor traiga la información requerida:

Identificación con foto válida para el/la pagador/a de impuestos y su cónyuge.
Tarjetas de Seguro Social (o su ITIN Numero de Identificación Personal del Contribuyente) y fechas de nacimiento para el/la pagador/a de impuestos, su cónyuge y dependientes.
Todos los formularios W-2, W-2Gs, 1099, si recibe beneficios del Seguro Social, cobros por desempleo, y declaraciones relacionadas con los ingresos recibidos durante el año 2011.
Si presentará una declaración conjunta, ambos cónyuges deben estar presentes para firmar las formas requeridas.

Información adicional que puede ser requerida:

Si reclamará gastos por el cuido de un hijo y dependiente, el nombre, la dirección y el número de seguro social o EIN (número de identificación de empleador) del proveedor.
Si reclamará el Indiana Renter's Deduction, el nombre, la dirección y el número telefónico del propietario.
Cualquier folleto de impuestos que haya recibido.
Una copia de su declaración del año anterior.
Para el depósito directo de su reembolso, debe proveer números de cuenta de banco y números de ruta bancaria.
Toda forma 1098 relacionada al interés en los préstamos estudiantiles.
Gastos educativos para la universidad de su propio bolsillo.
Cualquier donación a una universidad de Indiana.

Para más información visite elcentrocomunal.com.

	United Way of Monroe County, Inc.
	441 South College Avenue
	Bloomington, IN 47403
	812-334-8370
	uw@monroeunitedway.org