SeniorAge Area Agency on Aging, in partnership with Across the LifeSpan (ATLS) Coalition, announces that FREE income tax filing assistance is available throughout southwest Missouri to all ages. The ATLS Coalition sponsors over 50 sites, staffed with IRS-certified  volunteers, who can assist taxpayers of all ages with basic income tax return preparation and electronic filing.  To find a TCE (Tax Counselor for the Elderly) or VITA (Volunteer Income Tax Assistance) site near you:

Find a TCE/VITA Site Now 

What to bring:

  • Photo ID and Social Security Card (for you, your spouse, and all dependents)

  • Last year’s tax return (if available)

  • If you want direct deposit, please bring a bank routing number & account number

  • ALL income statements (i.e., SSA 1099’s, pension/retirement fund 1099’s, interest 1099’s, dividend 1099’s, W-2’s, etc)

 

Additionally, if filing for Property Tax Credit:

  • Paid real estate property tax receipt, or statement of your entire rent for 2015 (with your landlord’s signature and Social Security number, or Employer Identification Number, mailing address, and telephone number)

  • If your home is on more than 5 acres, or you own a mobile home, bring a statement (Form 948) from your County Assessor showing the homestead portion

  • If you are a 100% service-connected disabled veteran, you need to bring a letter from VA stating date of disability

 

Missouri Property Tax Credit

The Missouri Property Tax Credit Claim gives credit to certain senior citizens and 100 percent disabled individuals for a portion of the real estate taxes or rent they have paid for the year. The credit is for a maximum of $750 for renters and $1,100 for owners who owned and occupied their home. The actual credit is based on the amount of real estate taxes or rent paid and total household income (taxable and nontaxable).If you rent from a facility that does not pay property taxes, you are not eligible for a Property Tax Credit.

Click here for the Property Tax Credit Qualification Chart

 

 

SAVE TIME AND $$ NOW!

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You can file your income taxes online completely FREE!

MyFreeTaxes provides FREE online software powered by H&R Block for you to prepare your own tax return, both Federal and up to 3 State! MyFreeTaxes is easy, safe, secure, and completely FREE!

Do You Qualify?

Individuals or families with a combined income of $62,000 or less are eligible to use MyFreeTaxes.

What you need to start:

  • Social Security Number (for each family member)

  • Birth dates for each person

  • Last year’s AGI (Adjusted Gross Income) from federal tax return OR an Electronic Filing PIN

  • Valid email address

  • W-2s, 1099s, and any other income documents

  • Childcare provider name, address, tax ID, and amount paid during the tax year

  • Bank routing number and account number for direct deposit

Tip: Double -check that the information, including the AGI, for both you and your spouse is accurate before you e -file. A common mistake is entering the incorrect last name or birth date for a spouse dependent. This information is provided to the IRS from the Social Security Administration and must be the same.

 

Interactive Tax Assistance

IRS provides an Interactive Tax Assistance tool that takes you through a series of questions and provides you with responses to tax law questions. If you have questions about if you need to file a tax return, who you can claim as a dependent, your filing status, or many other tax issues…Interactive Tax Assistance can help.

IRS Interactive Tax Assistant

 

Could You Qualify for Earned Income Tax Credit?

The Earned Income Tax Credit, EITC or EIC, is a benefit for working people with low to moderate income. To qualify, you must meet certain requirements and file a tax return, even if you do not owe any tax or are not required to file. EITC reduces the amount of tax you owe and may give you a refund.

To qualify for EITC you must have earned income from working for someone or from running or owning a business or farm and meet basic rules. And, you must either meet additional rules for workers without a qualifying child or have a child that meets all the qualifying child rules for you.

EITC Assistant

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What is ATLS?

Across the LifeSpan (ATLS) Coalition includes Volunteer Income Tax Assistance (VITA) and Tax Counselors for the Elderly  (TCE) sponsored by SeniorAge Area Agency on Aging, Drury University, Missouri State University,  University of Missouri Extension, Legal Services of Southwest Missouri, Catholic Charities, Community Partnership of the Ozarks, and the Springfield-Greene County Library.

The Volunteer Income Tax Assistance (VITA) Grant Program is an IRS initiative designed to promote and support free tax preparation service for the underserved, in both urban and non-urban locations. Service is targeted to low-to-moderate income individuals, persons with disabilities, and limited English speaking.

The Tax Counseling for the Elderly (TCE) program offers FREE tax help to individuals who are age 60 or older. TCE sites are operated by SeniorAge Area Agency on Aging, with many sites located in local senior centers. For more information about TCE sites, call 417-862-0762, 1-800-497-0822, or your local senior center.

 TOOLS AND RESOURCES

IRS RESOURCES

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