Free tax preparation by Centraide for households earning less than $70,000
ROBERTSON COUNTY TENNESSEE: (Smokey Barn News) Robertson County United Way is offering free tax preparation with IRS-certified tax preparers available to households earning $70,000 and under who use a standard deduction; no income cap for DIY option.
Open Tuesdays 5-8 p.m. and Saturdays 9 a.m.-1 p.m. at the Robertson County School Board, 800 MS Couts Blvd, Springfield.
February 1 – April 15
Call or Click on for an appointment: T (615) 780-2511 | unitedwayfilefree.org
What everyone should submit:
• Government-issued photo identification for you and your spouse if you are filing a joint return. Please note: Both spouses must be present if you are filing a joint return. If you are married and separated, you will need your spouse’s social security number and date of birth.
• Original Social Security cards or ITINs for all members of your household on the tax return—NO exceptions. SSA-1099 is also accepted.
• All W-2s and other income documents. It can be social security income, retirement income, unemployment, interest, dividends, cash income, gambling income, self-employment income.
• Exact amount your household received for the third stimulus check around March 2021.
• To have the refund deposited directly to your bank (the safest and fastest way), you will need the routing number and the account number. This can be found on a check. You can split your refund into two or three different bank accounts, such as checking and savings. Spouses can split their reimbursement.
You may also need:
• If you have children, you may have received direct deposit or check payments from the IRS between July and December 2021. We need to know the total amount of Child Advance Tax Credit you have received. The IRS sent you a letter in December where you can check your bank statements.
• If you have children in daycare, you will need proof of daycare expenses. You should receive a form from the daycare.
• If someone in your household is in college, you will need Form 1098-T and the school’s student account statement as well as any other expenses, such as books.
• If anyone in your household was self-employed, you need a copy of their 1099 statement(s) and details of their business expenses.
• If you have health insurance through the Marketplace, please prepare Form 1095-A.
• If you or your spouse have a Health Savings Account (HSA), you will need Form 1099-SA and/or Form 5498-SA. Form 1099-SA contains the amount of money spent on your HSA account and Form 5498-SA contains the amount of money paid into your HSA account.
• If you have been the victim of identity theft, you will need your IRS-issued Identity Protection PIN number.
• If you donate to charities, have the amount of the contribution on hand.
• Most people take the standard deduction rather than itemizing. If you want to itemize, or if you’re not sure you can itemize, collect all medical expenses, property taxes, and mortgage interest. If you made a large purchase with a high amount of sales tax, such as a vehicle, you will need a receipt showing the amount of sales tax you paid.
• A copy of your last year’s tax return is optional.
Ways to deposit:
VITA in person*
make an appointment or
visit one of our sites.
Virtual VITA*
Upload photos of your tax documents
from your phone or tablet to our
encrypted platform. we will call you
while working on your statement.
Do it yourself
Use our free DIY platform
who has a helpline if you get stuck.
No income restrictions.
February 1 – April 15
Call or Click on for an appointment: T (615) 780-2511 | unitedwayfilefree.org