Free Income Tax Assistance

Appointments for the 2023 Tax-Filing Season are almost filled!

 

Jackson County United Way offers FREE tax preparation through our Free Income Tax Assistance Program. This program is for households with a total income of $64,000 or less and is made possible through the work of many volunteers giving their time and expertise! 

Our appointments are first come, first served basis and will be taken until the available slots are filled. Below are the options for filing your tax return with us this year!

SEYMOUR

  • You will bring all documentation to the First United Methodist Church and fill out some interview information to ensure we have all the documentation we need with a certified tax preparer or Intake Specialist

    • If you schedule a One Day Appointment, your taxes will be prepared and completed the day of your appointment. This type of appointment takes around one hour. 

    • If you schedule a Virtual appointment, your taxes will be prepared virtually by a certified tax preparer sometime during the week. The following weekend, you will return to First United Methodist to pick up your tax documents and sign the paperwork for us to e-file your return. This type of appointment takes about 30 minutes, and the follow up appointment takes about 10 minutes.

  •  We are completely booked for the 2023 Tax Season. We will be taking information for waiting list only. You can call 812-522-5450 ext. 1 and leave your name and contact number to be put on the list. Because it is unlikely we will have cancellations, we encourage you to seek tax preparation with another preparer or you can file your taxes at www.myfreetaxes.com 

We also strive to offer MOBILE SITES throughout Jackson County.

CROTHERSVILLE

  • You will drop off all documents in person, at the Crothersville Jr./Sr. High School and fill out some interview information, so we can ensure we have all the documentation we need. Your taxes will be virtually prepared by a certified tax preparer sometime during the week. The following week, you will return to Crothersville Jr./Sr. High School to pick up your tax documents and sign the paperwork for us to e-file your return.
  • Our appointment spots are filled for the 2023 season. Appointments will only be on Feb. 22nd from 5PM-7PM
  • CLICK HERE to download all intake documents to bring to the site with you (this will save time for you at your appointment)- Will be available soon.

BROWNSTOWN

  • You will drop off all documents in person, at the Brownstown Christian Church and fill out some interview information, so we can ensure we have all the documentation we need. Your taxes will be virtually prepared by a certified tax preparer sometime during the week. The following week, you will return to Brownstown Christian Church to pick up your tax documents and sign the paperwork for us to e-file your return.
  • Our appointment spots are filled for the 2023 season. Appointments will only be on March 5th from 5PM-7PM
  • CLICK HERE to download all intake documents to bring to the site with you (this will save time for you at your appointment) - Will be available soon.

MEDORA

  • You will drop off all documents in person, at the Medora School and fill out some interview information, so we can ensure we have all the documentation we need. Your taxes will be virtually prepared by a certified tax preparer sometime during the week. The following week, you will return to the Medora School to pick up your tax documents and sign the paperwork for us to e-file your return.

Do It Yourself Tax Preparation Option

  • CLICK HERE to learn more about filing your own taxes for FREE - limited income options.

    • This program will open the end of January

 

The Tax Filing Deadline is April 15, 2024

When come to your appointment, bring with you the following items if applicable:

What to Bring
• For married filing joint, both spouses must be present with valid ID
• All Forms W-2 and 1099
• Information for other income
• Information for all deductions/credits
• A copy of last year’s tax return
• Proof of account for direct deposit of refund
• Social Security cards or Individual Taxpayer Identification notices/cards for you, your spouse, and/or dependents
• Amount paid to day care provider and their tax ID number
• Birth dates for you, spouse and/or dependents on the return
• Proof of foreign status if applying for ITIN
• Forms 1095-A, B or C (ACA Statements)
• For prior year returns, copies of income transcripts from IRS (and state, if applicable)

 

Still have questions? Call Jackson County United Way at 812-522-5450 ext. 1.