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Copyright 2013 Financial Stability Alliance
2013 Free Community Tax Service
The Free Community Tax Service provides free tax preparation and electronic filing of federal and Indiana
tax returns for low- and moderate-income residents.
Additionally, the Free Community Tax Service will assist residents who are eligible to receive tax refunds
from the Earned Income Tax Credit (EITC). The EITC can result in a significant income boost- up to
$5,891 for those who qualify!
The EITC is a refundable federal income tax credit for low- and moderate-income working individuals and
families. A tax credit is a dollar-for-dollar reduction of taxes owed. Since it is a refundable credit, when the
EITC exceeds the amount of taxes owed, it results in a tax refund to those who claim and qualify for the
The EITC has no effect on certain welfare benefits. In most cases, EITC payments will not be used to
determine eligibility for Medicaid, Supplemental Security Income (SSI), food stamps, low-income housing,
or most Temporary Assistance for Needy Families (TANF) payments.
To qualify, taxpayers must meet certain requirements and file a tax return, even if they did not earn
enough money to be required to file a tax return.
Are you eligible for the EITC?
To be eligible for the Earned Income Tax Credit (EITC) you must:
- Have earned income from employment, self-employment or another source.
- Have a valid Social Security Number.
- Be a U.S. citizen or resident alien for the past year. If you're a nonresident alien, you must be
married to a U.S. citizen or legal resident and filing a joint tax return.
- Have no more than $3,200 in investment income.
- File a joint tax return if married.
- Live in the U.S. for more than half of the year.
- Be 25-64 years of age, if you aren't claiming any qualifying children (if you are claiming qualifying
children, you can be any age).
In addition, your 2012 income (Adjusted Gross Income) cannot exceed:
If you are MARRIED filing jointly:
- $19,190 with no qualifying children
- $42,130 with one qualifying child
- $47,162 with two qualifying children
- $50,270 with three or more qualifying children
If you are SINGLE:
- $13,980 with no qualifying children
- $36,920 with one qualifying child
- $41,952 with two qualifying children
- $45,060 with three or more qualifying children
Also, to claim the EITC you cannot:
- Be the qualifying child of another person.
- Be the dependent of another person.
- File Form 2555 or 2555-EZ (related to foreign earned income).
If you are claiming qualifying children, the child must:
- Have a valid Social Security Number,
- Be the taxpayer's son, daughter, adopted child, stepchild, foster child, brother, sister, stepbrother,
stepsister, or a descendent of any of these (e.g. grandchild, niece, or nephew).
- Be under age 19 at the end of the year; under age 24 at the end of the year and a full-time student;
or be any age if permanently and totally disabled.
- Must live with you in the United States for more than half of the year.
How much of a refund can you get?
For tax year 2012, the maximum refunds are:
- $475 with no qualifying children
- $3,169 with one qualifying child
- $5,236 with two qualifying children
- $5,891 with three or more qualifying children
Where can you receive help?
You can visit any of these sites to receive free tax preparation assistance:
Broadview Learning Center, 705 West Coolidge Drive, Bloomington, 812-330-7731
February 6 - April 11 (Call for an appointment.)
Wednesday: 2:00 pm - 5:00 pm
Thursday: 4:00 pm- 7:00 pm
Ellettsville Branch Library, 600 W. Temperance St., Ellettsville, Phone 812-876-3383
February 1 - April 12 (Call for an appointment.)
Friday: 10:00 am - 1:00 pm
Saturday: 12:30 pm - 2:30 pm
Indiana University Maurer School of Law, 211 S. Indiana Ave., Bloomington
January 30 - March 7 (First come, first served.)
Wednesday and Thursday: 6:00 pm - 9:00 pm
Two Super Saturdays: March 2nd, March 23rd 10:00 am - 4:00 pm
Ivy Tech Community College-Bloomington, 200 Daniels Way, Room B201, Bloomington 812-332-1559 ext. 0
January 29 - March 9 (Call for an appointment.)
Tuesday and Wednesday: 2:00 pm - 5:00 pm
Friday: 12:00 pm - 7:00 pm
Saturday: 9:00 am - 1:00 pm
Monroe County Public Library, 303 East Kirkwood Ave., Bloomington, Phone 812-349-3050
February 4 - April 12 (First come, first served)
Monday and Tuesday: 2:00 pm - 6:00 pm
Friday: 2:00 pm - 5:45 pm
Owen County Public Library, 10 S. Montgomery St., Spencer, Phone 812-829-3392 ext. 1
February 2 - April 13 (Call for an appointment.)
Thursday: 5:30 pm- 8:00 pm
Saturday: 9:00 am - 3:00 pm
South Central Community Action Program, 1500 W. 15th St., Bloomington, Phone 812-339-3447 ext. 233
February 2 - April 13 (Call for an appointment.)
Tuesday: 4:00 pm - 7:00 pm
Saturday: 9:00 am - 12:00 pm
Twin Lakes Recreation Center, 1700 W. Bloomfield Rd., Bloomington, Phone 812-349-3720
February 6 - April 11 (First come, first served.)
Wednesday: 9:00 am - 3:00 pm
Thursday: 2:00 pm - 6:00 pm
You can also swing by our self-service tax preparation site and file your own federal and Indiana state tax returns
for free. Using a computer, you can file electronically with assistance from an IRS trained volunteer. No
WorkOne, 450 S. Landmark Ave., Bloomington 812-331-6000 ext. 7001
January 31 - April 15 (First come, first served.)
Monday & Thursday 11:00 am - 3:00 pm
College Goal Sunday
Are you or your child considering
attending college next fall? Fill out the
Free Application for Federal Student Aid
(FAFSA), while having your taxes done
Ivy Tech Community
College-Bloomington, 200 Daniels Way,
Room B201, Bloomington 812-332-1559
February 24 (Call for an appointment)
1:00 - 3:00 pm
Free Community Tax Service is on the road!
To better serve every resident in our community, we'll be taking the Free Community Tax Service to places like
Broadview Learning Center, Cunot Community Center, Stone Belt, and LifeDesigns. Call 2-1-1 for details about dates
What do I need to bring with me to the tax assistance site?
You must bring the following to receive free tax help:
- Valid picture identification for taxpayer and spouse.
- Social Security cards and birth dates for yourself, spouse, and dependents.
- All W-2s, W-2Gs, 1099s and Social Security/ Unemployment benefit statements related to income received during
- If filing jointly, both spouses must be present to sign the required forms.
Additional information that may be required:
- If claiming child and dependent care expenses: the name, address, and social security number or EIN (employer's
identification number) of the provider.
- If claiming the Indiana Renter's Deduction: the name, address, and phone number of the landlord.
- Any tax books received.
- A copy of last year's tax return.
- For direct deposit of your refund, you must provide bank account and routing numbers.
- All 1098s related to interest on student loans.
- Out-of-pocket educational expenses for college.
- Any donations to Indiana colleges.
Where can I get more information?
- Call the individual sites or 2-1-1.
- Information in Spanish is available by calling 812-349-3860 or through El Centro Comunal Latino.
Now you can file your taxes for free from
the comfort of your own home! This
online self-preparation and filing tool
helps users prepare and file their federal
and state taxes for FREE. Your
combined Adjusted Gross Income (AGI)
must be under $57,000 to receive this
service free of charge.
to file your own taxes for free today!
Questions when using MyFreeTaxes?
Call the national hotline at
1-855-My-Tx-Help from 10 am - 8 pm
EST Monday - Saturday.
Who are the community partners?
United Way of Monroe County is the lead convener and sponsor of the Free Community Tax Service, as a component of its
work with financial stability. Additionally, United Way partners with many community agencies dedicated to individuals'
well-being in the areas of food, housing, health care, emergency services, children and youth, employment, and more.
Services funded by United Way have a broad reach - touching 1 in 3 community members each year. To learn more about
how United Way can assist you, visit www.MonroeUnitedWay.org/HowWeHelp.
Along with the United Way of Monroe County and the Financial Stability Alliance for South Central Indiana, the community
partners include 2-1-1, AARP, Area 10 Agency on Aging, Broadview Learning Center, City of Bloomington, El Centro
Comunal Latino, Ellettsville Branch Library, Indiana University Maurer School of Law, Ivy Tech Community College, Monroe
County Public Library, Owen County Public Library, South Central Community Action Program, Twin Lakes Recreation
Center, Walmart, WorkOne Bloomington, and community volunteers.
Can't make it to one of the traditional
sites during a time or day that meets
your needs? Stop by on one of the
extra Saturdays to have your taxes
Indiana University Maurer School of
Law, 211 S. Indiana Ave.,
March 2nd, March 23rd 10:00 am -
FINANCIAL STABILITY ALLIANCE
for South Central Indiana