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Tax Assistance

Tax 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 or email you and ask for your Social Security number. These calls and emails are coming from criminals who are hoping to steal your money or your identity. Learn more about phishing schemes and ways to report the crime.

MyFreeTaxes.com

MyFreeTaxes.com is a free tax preparation and filing tool for anyone whose gross income was less than $66,000 in 2017. Using this online service, you can file your federal and state tax returns at no cost to you.

Visit myfreetaxes.com for more information.

IRS Tax Help

The IRS offers help with taxes online, through the phone, through a mobile app, and through in-person office locations.

Online Resources

The IRS lists resources on their website: https://www.irs.gov/Help-&-Resources

Find the list of Frequently Asked Questions and answers here: https://www.irs.gov/refunds/tax-season-refund-frequently-asked-questions

Phone Resources (all numbers are available Monday - Friday, 7:00 a.m. - 7:00 p.m.)

For general tax help, call 1-800-829-1040.

For tax help for people with hearing impairments/TTY equipment, call 1-800-829-4059.

For refund status information, call 1-800-829-4477.

If you believe you are a victim of identity theft, call 1-800-908-4490.

Mobile App

Download the IRS2GO Mobile App for more information on refund and taxes: https://www.irs.gov/newsroom/irs2goapp

In-Person Help

The IRS has Taxpayer Assistance Centers across the country where people can schedule an appointment for in-person help with their taxes. You must schedule an appointment to use this service.

Find your closest Taxpayer Assistance Center.

It is important to be organized and prepared when you come to a Tax Assistance Center. Bring the following documents with you to your appointment:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse, and your dependents - an Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse, and your dependents
  • Earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all 2017 employers
  • Interest and dividend statements from banks (Form 1099)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit of your refund (blank check will work)
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B, and C, Health Coverage Statements
  • Copies of income transcripts from IRS and the state, if applicable

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

Volunteer Income Tax Assistance (VITA) and the TCE Program 

Trained volunteers at Volunteer Income Tax Assistance (VITA) sites offer free tax filing help from mid-January through mid-April. The volunteers help taxpayers prepare basic tax return forms. Anyone whose income was less than $54,000 in 2017 can use a VITA site. VITA sites are found at community and neighborhood centers, libraries, schools, shopping malls, and other convenient locations.

The TCE Program is a special program where volunteers give free tax help for all taxpayers, particularly those who are age 60 and older. They help people with questions about pensions and with retirement-related issues unique to older adults.

It is important to be organized and prepared when you come to a VITA/TCE site. Bring the following documents with you:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse, and your dependents - an Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse, and your dependents
  • Earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all 2017 employers
  • Interest and dividend statements from banks (Form 1099)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit of your refund (blank check will work)
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B, and C, Health Coverage Statements
  • Copies of income transcripts from IRS and the state, if applicable

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

AARP Tax-Aide Program

Trained volunteers at AARP Tax-Aide sites offer free income tax assistance for low and middle-income households from mid-January through mid-April. Priority is given to people over age 60.

Find your closest Tax-Aide site. You can also call 1-888-227-7669 to find a site.

It is important to be organized and prepared when you come to an AARP Tax-Aide site. Bring the following documents with you:

  • Last year’s tax return
  • Social Security cards or other official documentation for yourself and every individual on your return
  • Photo ID for all taxpayers
  • Proof of bank account routing and account numbers for direct deposit (blank check)
  • W-2 Forms from all 2017 employers
  • Unemployment compensation statements
  • SSA-1099 Form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
  • 1099 Forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
  • 1099-R Form if you received a pension, annuity, or IRA distribution
  • 1099-MISC Forms
  • Information about other forms of income
  • State or local income tax refunds
  • All forms and canceled checks showing federal and state income tax paid (including quarterly estimated tax payments)

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a large amount of deductions, you may want to itemize. Bring the following information:

  • 1098 Form showing any home mortgage interest
  • A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), a list of prescription medicines, costs of assisted living services, and bills for home improvements, such as ramps and railings for people with disabilities
  • Summary of contributions to charity
  • Receipts or canceled checks for all quarterly or other paid taxes
  • Property Tax bills and proof of payment
  • 1095A, 1095B, 1095C Forms (if applicable)
  • Any exemption correspondence from the Marketplace (if applicable)
  • Dependent care provider information (name, employer ID, or Social Security number)
  • 1098-T and 1098-E Forms (Tuition and Student Loan Interest)

Tax Help for People in the Military

Military VITA Sites

The military has a specialized VITA program. Marines, airmen, soldiers, sailors, guardsmen, and their families receive free tax preparation help at offices within their installations.  These VITA sites give free tax advice, tax preparation, and assistance to military members and their families. They are trained to address military-specific tax issues.

Find your closest Military VITA site.

Military OneSource

Active duty, National Guard, and Reserve service members and their families can call 1-800-342-9647 to speak with a tax consultant. Trained tax consultants are available 7 days per week, from 7:00 a.m. to 11:00 p.m.

MilTax, a free tax preparation software, is also available to military families. Learn more about MilTax.

Other Tax Help

There may be other agencies in your area that will give tax help, such as senior centers, non-profits, community action agencies, and others. You can call NC 2-1-1 anytime to speak with a trained call specialist who can provide referrals to resources in your community. NC 2-1-1 is available 24 hours a day, 7 days a week, 365 days a year, and is free and confidential.

To find help in the NC 2-1-1 database, search by:

Tax Preparation Assistance

Online Tax Preparation

Need more information?

If you didn't find what you need on this page or need more information on local resources, dial 2-1-1 or 888-892-1162. Our call specialists are available 24 hours a day, 7 days a week. 

 

Prepared by: NC 2-1-1/LP

Date Updated: January 17, 2018

Website by: OneEach Technologies