Serving Monroe, Owen, and Greene Counties

2017 Free Community Tax Service

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 Click here to download the brochure (pdf)
  
  

>> Read about the 2016 results


File your taxes for FREE and receive 100% of your refund quickly and easily – usually in just 10 days or less.

If you worked in 2016 you may also be eligible for up to $6,269 through the Earned Income Tax Credit (EITC) – even if you don’t owe taxes.

The Free Community Tax Service can help residents who made less than $54,000 in 2016 file their federal and Indiana tax returns for FREE and claim the EITC, if eligible. People making less than $64,000 can also file online using MyFreeTaxes.com.
 

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 2016, the Free Community Tax Service sites and nearly 200 volunteers filed 3,030 federal and state returns for free, which saved Monroe and Owen county residents as much as $925,000 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.

YOUR TAXES — 4 WAYS! Choose the option that is best for you:
> Full-Service Sites
> Self-Service Sites
> Mobile Sites
> MyFreeTaxes.com

No matter which way you choose to file, make sure you come prepared. The checklist below will help you make sure you have everything you need!


Earned Income Tax Credit Information:
What is the the Earned Income Tax Credit (EITC)?
Are You Eligible for the EITC?
How much of an EITC refund can you get?

Free Community Tax Service Information:
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 helpful financial information?


Full-Service Sites

Get one-on-one tax preparation by a Certified Tax Preparer. Interpreters are available at some sites. Some sites are by appointment only -- be sure to check ahead.

* Free tax preparation service may not available at full-service sites if, in 2016, you owned or sold rental property, sold a business, had more than $25,000 in business expenses, had business loss, or bought/sold stocks, bonds, or mutual funds. Call individual site for more information or visit www.MyFreeTaxes.com for free tax preparation.
    

BROADVIEW LEARNING CENTER
705 W. Coolidge Dr., Bloomington
(812) 330-7731
February 1 - April 13 (Call for an appointment.)
Thursday: 5 - 8 pm

ELLETTSVILLE BRANCH LIBRARY
600 W. Temperance St., Ellettsville
(812) 876-3383
February 2 - April 13 (Call for an appointment.)
Thursday: 6 - 9 pm

INDIANA UNIVERSITY MAURER SCHOOL OF LAW
211 S. Indiana Ave., Bloomington
indianauniversityvita@gmail.com
February 7 - March 29 (Sign-up recommended. For more information visit http://law.indiana.edu/what/build-community/organizations/vita/)
Tuesday and Wednesday: 6 - 9

IVY TECH COMMUNITY COLLEGE - BLOOMINGTON
200 Daniels Way, Room B201, Bloomington
(812) 332-1559 ext. 0
February 3 - March 10 (Call for an appointment.)
Friday: 11 am - 5 pm
Saturday: 9 am - 12 pm

MONROE COUNTY PUBLIC LIBRARY (AARP Tax-Aide)
303 E. Kirkwood Ave., Bloomington
(812) 336-4993
February 1 - April 14 (First come, first served. Priority to taxpayers 60 and older.)
Monday and Tuesday: 2 - 6 pm
Friday: 2 - 5:45 pm

OWEN COUNTY PUBLIC LIBRARY
10 S. Montgomery St., Spencer
(812) 829-3392 ext. 1
February 23 - April 8 (Call for an appointment.)
Tuesday and Thursday: 11:30 am - 4:30 pm
Saturday: 9 am - 12:45 pm

SOUTH CENTRAL COMMUNITY ACTION PROGRAM
1500 W. 15th St., Bloomington
(812) 339-3447
February 2 - April 13 (Call for an appointment.)
Thursday: 4:30 - 7:30 pm
Saturday: 9 am - 12 pm

TWIN LAKES RECREATION CENTER (AARP Tax-Aide)
1700 W. Bloomfield Rd., Bloomington
(812) 272-7411
February 1 - April 14 (First come, first served. Priorty to taxpayers 60 and over)
Wednesday: 9 am - 2:30 pm
Thursday: 2 - 5:30 pm



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 BLOOMINGTON
450 S. Landmark Ave., Bloomington
(812) 
335-6701
February 1 - April 12
Tuesday, Wednesday, and Friday: 11 am - 3 pm


Mobile Sites

Free Community Tax Service is on the road! To better serve every resident in our community, many social service agencies and community centers will host our mobile tax preparation unit, including Bloomington Housing Authority, Stone Belt, Positive Link, El Centro Comunal Latino, St. Paul Catholic Center, and IU La Casa/Latino Cultural Center.

Visit www.monroeunitedway.org/mobilesites or call (812) 334-8370 for more information. Para informacion en Espanol marque (812) 349-3860.


MyFreeTaxes.com

File your taxes for free from the comfort of your own home — or anywhere with an internet connection! This online tool helps users prepare and file their federal and state taxes. Help is available on-line or phone. Returns can even be saved in-progress and finished later. Your combined Adjusted Gross Income (AGI) must be under $64,000 to receive this service free of charge.


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

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


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 2016.
  • If filing jointly, both spouses must be present to sign the required forms.
  • Form 1095-A, B, or C (Affordable Health Care Statements).


Additional information that may be required:

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


What is the Earned Income Tax Credit (EITC)?

The Earned Income Tax Credit (EITC) can result in a significant income boost - up to $6,269 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 $3,400 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 2016 income (Adjusted Gross Income) cannot exceed:

If you are MARRIED filing jointly

  • $20,430 with no qualifying children
  • $44,846 with one qualifying child
  • $50,198 with two qualifying children
  • $53,505 with three or more qualifying children


If you are SINGLE, HEAD OF HOUSEHOLD, or WIDOWED

  • $14,880 with no qualifying children
  • $39,296 with one qualifying child
  • $44.648 with two qualifying children
  • $47,955 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, each 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 an EITC tax credit can you get?

For tax year 2016, the maximum EITC tax credits are:

  • $6,269 with three or more qualifying children
  • $5,572 with two qualifying children
  • $3,373 with one qualifying child
  • $506 with no qualifying children


Where can I get more information?


Who are the community partners?

United Way of Monroe County is the lead convener and sponsor of the Free Community Tax Service.  This is one component of our financial stability initiatives. Services funded by United Way have a broad reach – touching 1 in 3 community members each year. To learn more about how United Way can assist you, visit www.MonroeUnitedWay.org/HowWeHelp.


Along with the United Way of Monroe County and  the Financial Stability Alliance for South Central Indiana, partners of the Free Community Tax Service include 2-1-1, AARP, Bloomington Housing Authority, Broadview Learning Center, Chinese Business Association, City of Bloomington, El Centro Comunal Latino, Ellettsville Branch Library, Indiana Legal Services, Indiana University Maurer School of Law, Internal Revenue Service, Ivy Tech Community College-Bloomington, Monroe County Public Library, Owen County Public Library, Positive Link, South Central Community Action Program, St. Paul Catholic Center, Stone Belt, Twin Lakes Recreation Center, WorkOne Bloomington, and community volunteers.

Lead Partners

 

Sponsors



 

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