Serving Monroe, Owen, and Greene Counties

2014 Free Community Tax Service

 

Did you work in 2013? You may be eligible for up to $6,044 through the Earned Income Tax Credit (EITC) – even if you don’t owe taxes.

The Free Community Tax Service can help you claim the EITC and file your taxes for FREE. Through the Free Community Tax Service, low- and moderate-income residents pay no fees for preparing and electronic filing of their federal and Indiana tax returns. And you will receive 100% of your refund usually in just 10 days or less.

United Way and the Financial Stability Alliance are proud to work with several local community organizations to help local residents retain more of their earnings.


In 2013, the Free Community Tax Service sites and nearly 200 volunteers filed 2,930 federal and state returns for free, which saved Monroe and Owen county residents up to $850,000 in tax preparation fees and brought back millions of dollars to our community. The Free Community Tax Service continues to expand each year to better serve area residents.

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 $6,044 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.

 

Click here to download the brochure (pdf)

Are You Eligible for the EITC?
How much of a refund can you get?
Where can you receive help?
Self-Service Site
Mobile Sites
MyFreeTaxes.com/Bloomington
What do I need to bring with me to the tax assistance site?
Where can I get more information?
Who are the community partners?

Where can I find additional financial resources?
 

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 $3,300 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 2013 income (Adjusted Gross Income) cannot exceed:

If you are MARRIED filing jointly
•    $19,680 with no qualifying children
•    $43,210 with one qualifying child
•    $48,378 with two qualifying children
•    $51,567 with three or more qualifying children


If you are SINGLE
•    $14,340 with no qualifying children
•    $37,870  with one qualifying child
•    $43,038 with two qualifying children
•    $46,227 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.
•    Must 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 2013, the maximum refunds are:
•    $6,044 with three or more qualifying children
•    $5,372 with two qualifying children
•    $3,250 with one qualifying child
•    $487 with no qualifying children

 

Where can you receive help?
You can visit any of these sites to receive free tax preparation assistance:    
    

Broadview Learning Center

705 West Coolidge Dr., Bloomington
(812) 330-7731
Feb 5 - April 10 (Call for appointment)
Wednesday: 5:00 - 8:00pm
Thursday: 5:00 - 8:00pm
BONUS days: April 5 & April 12, 9:00am to 1:00pm

Ellettsville Branch Library
600 W. Temperance St., Ellettsville
(812) 876-1272
Feb 1 - April 12 (Call for appointment)
Friday: 9:00am - Noon
Saturday: 10:00am - 1:00pm

Indiana University Maurer School of Law
211 S. Indiana Ave., Bloomington


Feb 10 - March 11 (First come, first served)
Monday: 6:00 - 9:00pm
Tuesday: 6:00 - 9:00pm
Bonus Days: March 24 & 25, 6:00 - 9:00pm
Super Saturdays: March 8 & March 29 @ Kelley School of Business, 9:00am - 5:00pm

Ivy Tech Community College

200 Daniels Way, Room B201, Bloomington
(812) 332-1559 x 0
Jan 28 - March 8 (Call for appointment)
Tuesday: 2:00 - 5:00pm
Wednesday: 2:00 - 5:00pm
Friday: Noon - 7:00pm
Saturday: 9:00am - 1:00pm

Monroe County Public Library
303 East Kirkwood Ave., Bloomington
(812) 349-3050
(AARP Tax-Aide)
Feb 3 – April 11 (First come, first served)
Monday: 2:00 - 6:00pm
Tuesday: 2:00 - 6:00pm
Friday: 2:00 - 5:45pm

Owen County Public Library
10 S. Montgomery St., Spencer
(812) 829-3392 x 1
Feb 1 - March 15 (Call for an appointment)
Thursday: 3:00 - 6:00pm
Friday: 11:30am - 2:30pm
Saturday: 9:00am - Noon

South Central Community Action Program
1500 W. 15th St., Bloomington
(812) 339-3447 ext. 233
Feb 6 - April 12 (Call for appointment)
Thursday: 4:00 - 7:00pm
Saturday: 9:00am - Noon

Twin Lakes Recreation Center
1700 W. Bloomfield Rd., Bloomington
(812) 349-3720
(AARP Tax-Aide)
Feb 5 - April 10 (First come, first served)
Wednesday: 9:00am - 3:00pm
Thursday: 2:00 - 6:00pm


 

Where is a Self-Service Site?
File your own taxes electronically using an on-site computer. Certified tax preparers are there in case you have questions. This is a great way to learn how to prepare your own taxes online knowing help is available.

WorkOne
450 S. Landmark Ave., Bloomington
(812) 331-6000 x7001
Feb 5 - April 11 (First come, first served)
Wednesday: 9:00am - 12:30 pm
Friday: 1:30 - 4:30pm



Mobile Sites
The Free Community Tax Service is on the road! To better serve every resident in our community, we'll be taking the Free Community Tax Service to Stone Belt, LifeDesigns, IU Health Positive LInk, and Bloomington Housing Authority to serve their clients . Call 2-1-1 for details about dates and times.

 

eFile with MyFreeTaxes' Pajama Option
Now you can file your taxes for free from the comfort of your own home! This online tool helps users prepare and file their federal and state taxes for FREE. Your combined Adjusted Gross Income (AGI) must be under $58,000* to receive this service free of charge.

Visit www.MyFreeTaxes.com/Bloomington to file your own taxes for free today!

Questions when using MyFreeTaxes? Call the help line at 1-855-My-Tx-Help from 9 am - 10pm EST, Monday - Saturday.

* If your charge is not $0.00 and you make $58,000 or less, please call the Helpline

 

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 2012.
•    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.
•    Information in Spanish is available by calling (812) 349-3860 or through El Centro Comunal Latino.



Who are the community partners?
United Way of Monroe County is the lead convener and sponsor of the Free Community Tax Service, as a component of its financial stability initiatives. Services funded by United Way have a broad reach – touching 1 in 3 community members each year. Learn more about how United Way can assist you.

Free tax assistance and credits can offer a major economic boost, but there are lots of other ways to be financially savvy! Check out www.FinancialStabilityAlliance.org for resources on budgeting, savings, credit, and more. Plus, check out the community calendar to find out about upcoming local financial stability events!

Along with the United Way of Monroe County and the Financial Stability Alliance for South Central Indiana, the community partners include 2-1-1, AARP, Broadview Learning Center, City of Bloomington, El Centro Comunal Latino, Ellettsville Branch Library, Indiana Legal Services, Indiana University Maurer School of Law, IRS, Ivy Tech Community College, Monroe County Public Library, Owen County Public Library, South Central Community Action Program, Twin Lakes Recreation Center, Walmart, WorkOne Bloomington, and community volunteers.
 



 

  • Born Learning
  • Financial Stability Alliance
  • Monroe Smart Start
  • Familywize Discount Prescription Card
  • Bank On Bloomington