FREE TAX PREPERATION
HAVE YOUR INCOME TAXES PREPARED FOR FREE!
United Way of Pasco County can help maximize your refund at no cost to you!
If your family income is less than $67,000, you are eligible to have your taxes prepared for free.
Call 727-845-3030 for locations in Pasco County that will help prepare your taxes for FREE.
TAX PREP CHECKLIST
Savings Account information including routing and account numbers for direct deposit of refund
Identification (driver’s license, photo ID, passport)
Social Security cards or ITINs. If receiving Social Security, Form SSA-1099 can be used as a substitute for the card.
If Married Filing Jointly: Both spouses must be present with photo IDs and Social Security cards or ITIN (individual taxpayer identification number)
If claiming dependents, Social Security cards or ITINs for everyone claimed.
Birthdates for you, your spouse, and dependents on the return
Wage and earnings documents (W-2, W-2G, 1099-NEC, 1099-R, SSA-1099, etc.)
Interest and Dividend Statements (1099-Int, 1099-Div)
Form 1095-A if covered by Marketplace Health Insurance. If you have marketplace insurance, and do not provide the Form 1095-A, the IRS will reject the return.
Total paid for daycare and the provider’s tax identifying number
For personal businesses (example Uber or Lyft drivers): bring documents to substantiate deductions, such as fees paid, business miles driven, etc.
Any other tax form such as an IRS identify protection PIN number
Last year’s tax return, if possible
VOLUNTEER
Tax Prep volunteers are trained to be certified tax preparers. Please contact Andrea Toro at AndreaT@unitedwaypasco.org if you are interested in this volunteer opportunity.