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.