Tax Clinic

Taxpayer Information

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

General Information

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

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

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

What To Bring

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

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

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.