Money Management

Where To Find Free Tax Return Preparation

where to find free tax return preparation

The best tax return preparation is free tax return preparation. It’s a shame our tax code is so complicated many people feel they can’t do it on their own and need help.  But help is available. Even free help.

If you’re among the 70% of taxpayers who earned $64,000 or less last year, IRS
Free File is available – offered by 12 tax software companies that make their products available for free. You input your information as the software walks you through each step and then files your return.

Each year, millions of people have their tax returns prepared for free by IRS-certified volunteers associated with local non-profit organizations that receive grants from the IRS.

 

There are two primary programs:

  1. The Volunteer Income Tax Assistance (VITA) program is for those whose: income falls within guidelines ($30K individual/$54K family), are disabled, military personnel, or have limited English-speaking ability.
  2. Tax Counseling for the Elderly (TCE) program is especially for those aged 60 and older. They are given priority, but ANYONE, can apply for their assistance – especially if your return in fairly uncomplicated. Most people don’t know that, and that’s why more people don’t take advantage of this program.

You can find the non-profit agencies that administer both of these programs in your local area here at the IRS website.

The IRS website is full of helpful information.

A word of warning: Do NOT go to any “irs” site that does not end in “.gov”. Don’t be lured to .com, .org, or anything other than .gov

 

  • Every year in february i am thinking of how to get my taxes done and I always end up using taxact its so simple and they guide you through it step by step. thanks for the info of the free places

  • Joe

    I used Free File Fillable Forms (https://www.freefilefillableforms.com/) which is IRS approved even for people who make more than the $64k.

  • Great information – thank you for sharing. Oh, taxes.

  • Tax counseling for the elderly would help my mom so much! Her tax situation has gotten complicated these last couple of years. I’m going to tell her about this so thanks! 🙂

  • Thank you for the help… I’m going to make sure to look into everything you mention.

  • Thanks for the great info, tax time is so stressful

  • Thank you for sharing!

  • these are great tips for someone who isn’t really familiar with doing their taxes or can’t really afford to pay someone to prepare them. I personally use Turbo tax but the service for the elderly sounds great so they won’t be taken advantage of.

  • You listed some very helpful resources in this post. Add the United Way program to your list, they also offer free tax preparation for those with incomes of $64,000 annually – https://www.unitedway.org/myfreetaxes

  • I use turbo-tax and Its not very expensive and so easy to use.

  • Wow, it’s THAT time of the year again! Thanks for sharing these great suggestions, and for giving me some incentive to get myself motivated enough to get my taxes done and crossed off the ‘to-do’ list!

  • My local library has all the forms and they offer free classes on filing your taxes. Great article