FILE YOUR TAXES FOR FREE
IF YOU MAKE $70,000 OR LESS IN SAN JOAQUIN COUNTY,
YOU MAY QUALIFY FOR FREE TAX FILING ASSISTANCE
THE IN PERSON VITA PROGRAM IS BEGINNING SOON
211 will begin scheduling appointments in January. In the meantime please review our tax checklist to help you prepare your documents.
FREE TAX SOFTWARE
If you make less than $79,000 and are confident in your computer skills or would like to file your taxes from the comfort of your own home, you can file your taxes for free online! The IRS offers a Free File option that is accessible through MyFreeTaxes.org. There, you are given two options: to file on your own or with a virtual assistant's help.
Visit www.myfreetaxes.org to learn more.
LET'S TALK TAX CREDITS
Doing your taxes is already hard enough and searching for additional tax credits to apply for is another task to pile onto your to-do list during the tax season. Below is a list of tax credits that United Way of San Joaquin County encourages you to apply for!
California Earned Income Tax Credit (CALEITC)
Earned Income Tax Credit (EITC)
WHAT'S AN ITIN?
An Individual Taxpayer Identification Number (ITIN) is a tax processing number issued by the Internal Revenue Service. The IRS issues ITINs to individuals who are required to have a U.S. taxpayer identification number but who do not have, and are not eligible to obtain, a Social Security number (SSN) from the Social Security Administration (SSA).
For more information, visit www.irs.gov/itin.
WHAT'S A SSN?
A Social Security Number (SSN) is a unique identifier issued by the Social Security Administration. You need an SSN to work, and it’s used to determine your eligibility for Social Security benefits and certain government services.
For more information, visit www.ssa.com/ssnumber.
ADDITIONAL RESOURCES
Looking for more information to prepare for tax season? See below for some additional resources that you might find useful.
Please note for this tax season you will need physical copies of Social Security cards for everyone on the return, health insurance and banking information. Paper checks are no longer being issued for refunds individuals must have a bank account on file.
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• All qualified college education expenses (books, course materials, etc.)
• Childcare expenses: name, address, Tax ID or Social Security Number of your childcare provider.
• Retirement/IRA: Amount contributed to an IRA (Individual Retirement Account) that is not deducted from your wages with your current employer.
• Educator expenses for teachers K-12 (school supplies and materials used in the classroom).
• Charitable donations: list of contributions and amounts, receipts for contributions over $250.
• DMV registration bill
• Mortgage interest statement (Form 1098) and property taxes paid.
• Out-of-Pocket Medical Expenses
• Adaptive Equipment – Wheelchairs, commodes, bath chairs
• SPED Costs – Programs that address diagnosed physical, mental or emotional condition
• Rehab Costs – Inpatient and outpatient programs
• Prescription Costs – This includes insulin and other prescription drugs
• Medical Payments made to hospitals, doctors, dentists, therapists, etc.
• Weight Loss Program for doctor diagnosed diseases
¿ESTÁ BUSCANDO AYUDA FISCAL GRATUITA?
Para obtener ayuda fiscal gratuita en español, visite www.myfreetaxes.org/es.