Free Income Tax Assistance

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 $66,000 or less.

Here are your options for filing your tax return this year.

Our Volunteer Tax Preparers Prepare Your Return, in SEYMOUR.

  • You will drop off all documents in person, at the First United Methodist 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 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.

  • CLICK HERE to schedule an appointment or call 812-522-5450 ext. 1 - preparation does not begin until Saturday, January 29.

  • CLICK HERE to download all intake documents to bring to the site with you (this will save time for you at the First United Methodist Church).

Our Volunteer Tax Preparers Prepare Your Return, in 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 weekend, you will return to Medora School to pick up your tax documents and sign the paperwork for us to e-file your return.
  • CLICK HERE to schedule an appointment or call 812-522-5450 ext. 1 - this site will only be open for tax preparation on Wednesday, February 16.
  • CLICK HERE to download all intake documents to bring to the site with you (this will save time for you at the Medora School).

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 first day of filing, January 24.

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Tax Preparers with a Client

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.