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:
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.
SAVE TIME AND $$ NOW!
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.
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.