Tax Clinic
Taxpayer Information

Call 2-1-1 in Columbus to make an appointment for FREE Federal and Ohio tax preparation.

General Information

Open/Close Who Qualifies?
- Generate earned income of greater than zero and less than about $58,000 for the year (married joint; amount for other filing status differs). Earned income: wage, salary, fee, disability benefits, profits from self-employment. Not earned income: unemployment benefits, alimony/child support, social security benefits, retirement benefits, interest/dividends
- Have not received income from the sale of a home
- No more than $3,200 of investment income
Open/Close What We Do
- Free preparation and E-Filing for IRS Forms 1040, 1040A, and 1040EZ
- Free preparation and E-Filing for Ohio State Income Returns
Open/Close What We Don't Do
- Business returns of any kind: C-Corp, S-Corp, LLC, Partnership
- Forms 1040 requiring a Schedule C if expenses exceed $25,000
- City and School District returns
- Returns for states other than Ohio
- Returns for international students
- Foreign returns
- Tax planning
- Estate Planning of any kind
- Prior year returns
- Amended returns

Open/Close Identification
- Proof of identification – Picture ID for you and your spouse, if filing a joint return
- Social Security Cards for you, your spouse and dependents or a Social Security Number verification letter issued by the Social Security Administration
- Proof of foreign status, if applying for an ITIN
- Birth dates for you, your spouse and dependents on the tax return
Open/Close Tax Forms
- Wage and earning statement(s) Form W-2, W-2G, 1099-R, 1099-Misc from all employers
- Interest and dividend statements from banks (Forms 1099)
- A copy of last year’s federal and state returns if available
- Total paid for daycare provider and the daycare provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number) if appropriate
Open/Close Other Information
- Proof of bank account routing numbers and account numbers for Direct Deposit, such as a blank check
- NOTE: To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.