Free Tax Preparation 2021

IRS does not allow Tax-Aide to complete returns that are Out of Scope.

We will not be able to complete your tax return if:

• You were a resident of another state anytime in 2020.
• You had rental income (including Airbnb) 2020.
• Declared bankruptcy in 2020.
• Out of state Income – Exception CT, Penn, NJ.
• Own your own business - with business loss, expenses greater than $35,000, or inventory.
• This is not the entire list - You are responsible for reviewing all eligibility information outlined in this document.

APPOINTMENT ONLY

• Your documents will be electronically scanned during your appointment Tax-Aide volunteers will access your information and prepare your return remotely.
• Or your documents will be securely held at a site for Tax-Aide volunteers to prepare your return, you will return after preparation is completed. (please make copies)
• ​Above Service require two tax-site visits and availability for phone conference with Tax-Aide Volunteers

REQUIREMENTS

• Have access to the internet.
• Have a valid personal email address (or use of one from a trusted friend or relative).
• Have access to a printer or be able to pick-up required paperwork at tax site prior to your appointment during open daytime hours.
• Willing to fill out all required paperwork in advance of your appointment.
• Have ALL your tax documents in hand a in advance of your appointment.
• Attend a scheduled appointment at a Tax-Aide Site.
• Understand and agree that Tax-Aide volunteers will access your information and tax documents either electronically or be in possession of your tax documents for the period that they are preparing your return.
• Be available to speak with Tax-Aide Preparers for at least 2 telephone conferences.
• Return to the tax site at the appointed return time - this time will be assigned to you when you drop off your documents.
• If filing a joint return, both parties must attend this second appointment to authorize e-filing of your return.

Please understand changes in the COVID situation or host Tax Site could cause your appointment to be cancelled. We will contact you immediately if a situation like this arises.

No Contact Service is under consideration.

Please check back for more updates on launch.

• Virtual Tax-Preparation - You will electronically scan all documents and email them to Tax-Aide. Tax-Aide volunteers will communicate with you to complete your return.
• Above Service requires ability to print, scan and video conference with Tax-Aide Volunteers

Review requirements for each method carefully. Appointments are limited, in the event instructions are not carefully followed, you may not be able to get a second appointment. You will be required to identify which service model you are requesting when calling 211 for an appointment.

REQUIREMENTS

• Have access to a computer with internet connection.
• Have a valid personal email address.
• Have access to a printer & scanner.
• Willing to complete all required paperwork you will receive from Tax-Aide - Once appointment is made you will receive an email from Tax-Aide with further instructions.
• Be responsible for electronically scanning and emailing ALL required paperwork and tax documents to Tax-Aide volunteers.
• Understand and agree that Tax-Aide volunteers will access your information and tax documents after all documents have been electronically scanned and emailed to Tax-Aide volunteers.
• Be available to speak with Tax-Aide Preparers for at least 2 telephone conferences.
• Be able to participate in Google Meet, video conference.
• If filing a joint return, both parties must attend the required Google Meet (video conference) session. Google Meet does not require any additional software.
• Must schedule an appointment through 211 to access this service.