Free Tax Filing Assistance

WARNING

Do not give your social security number to anyone in response to an email or phone call you receive. The IRS will never call you at home and ask you for your social security number and they will not email you for information of that kind either. These calls and emails are coming from criminals who are hoping to steal your money or your identity. Learn more about phishing schemes and phone scams.

Filing your taxes can be a daunting task. Take heart - help is available.

Completely Free Online Tax Tool for Those Filing Simple Federal AND StateTax Returns

MyFreeTaxes is a free tax preparation and filing tool for anyone who earned less than $64,000 in 2016. Using this online service, you can file your federal and state tax returns at no cost to you. This is a great option for single filers, college students, part-time workers, and anyone else with simple taxes whose adjusted gross income is less than $64,000 annually. (Your adjusted gross income is your total income from taxable sources, including salary and other employment income, interest and dividends, and long- and short-term capital gains and losses, minus unreimbursed business and medical expenses, contributions to a deductible individual retirement account (IRA), and alimony.) Access this tool now.

If You Need Help Filing

Free assistance in the preparation of federal and state Income Tax Returns (using the simple tax form) is available for taxpayers of every age at local VITA sites (Volunteer Income Tax Assistance) and AARP sites. At these sites, individuals of low-to-moderate income, individuals with disabilities, and non-English speaking taxpayers can find direct assistance in filing their returns. Go to VITA/AARP site listing now.

AARP Foundation sites will assist tax filers of all ages and income levels. As long as you are filing the simple tax form, you are eligible for free assistance.  Access a complete listing of AARP Foundation sites, or call 1-888-227-7669 to be directed to a site.

Tax Counseling for Military Personnel

The military also has a strong VITA program that is administered by the Armed Forces Tax Council (AFTC). Marines, airmen, soldiers, sailors, and guardsmen, and their families worldwide receive free tax preparation assistance at offices within their installations.  These VITA sites provide free tax advice, tax preparation, and assistance to military members and their families.  They are trained and equipped to address military specific tax issues.

Additionally, Military OneSource offers a service called H&R Block at Home which enables free e-filing for active duty, Guard, Reserve and their family members. Visit the Military OneSource site to learn more.

HERE IS WHAT YOU WILL NEED TO BRING WITH YOU WHEN YOU GO TO A VITA/AARP SITE

      • Proof of identification
      • Social Security Cards for you, your spouse and dependents and/or a Social Security Number verification letter issued by the Social Security Administration
      • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
      • Proof of foreign status, if applying for an ITIN (if applicable)
      • Birth dates for you, your spouse and dependents on the tax return
      • Current year’s tax package if you received one
      • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
      • Interest and dividend statements from banks (Forms 1099)
      • All Forms 1095, Health Insurance Statements
      • Health Insurance Exemption Certificate, if received
      • Forms 1095-A, B or C, Affordable Health Care Statements
      • A copy of last year’s Federal and State tax returns
      • Proof of your bank account routing numbers and account numbers for Direct Deposit such as a blank check
      • Total paid for day care provider and the day care provider's tax identifying number (the provider's Social Security Number or the provider's business Employer Identification Number)
      • Property tax bills and/or the amount of rent you have paid during the tax year
      • Amount of unreimbursed medical expenses
      • A list of contributions or donations you made during the tax year
      • NJ Property Tax Rebate Forms PTR-1 or PTR-2
      • Any other forms you have received that reflect your income or expenses during the tax year

Please Note: To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms.

Updated 12.20.16
Source: https://www.irs.gov/Individuals/Checklist-for-Free-Tax-Return-Preparation

See VITA/AARP SITES (Listing is active from January 1- April 15 each year)


Page last modified/reviewed on May 01, 2017

If you know of additional resources that would be appropriate to include in this section, please let us know by contacting us via e-mail at info@nj211.org

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