George Fox University offers free income tax assistance
George Fox University’s accounting department in the College of Business is offering free tax preparation and e-filing assistance to local residents this spring.
The Tax-Aide program is designed to help taxpayers prepare their returns. The service is especially geared toward senior citizens, students, individuals with lower incomes, and those who have limited English proficiency. Anyone, however, is eligible for assistance. The only exception is for those whose return is deemed too complicated.
A sign-up sheet will be available 30 minutes before each session. Service will be provided on a first-come, first-served basis.
The service is available on the following dates in Room 211 of the university's Hoover Academic Building:
Saturday, March 14, 9 a.m – 2 p.m.
Saturday, April 11, 9 a.m. – 2 p.m.
What to Bring (if applicable)
- Photo identification
- Social Security cards or Individual Identification Numbers for you, your spouse and dependents
- Birth dates for you, your spouse and dependents
- Current year's tax package, if you receive one
- Form W-2 (wages and earnings) from each employer
- Forms 1099-INT and 1099-DIV (interest and dividends)
- SSA-1099 or RRB-1099 (Social Security and railroad retirement)
- 1099R (pension income)
- List of your medical, taxes, interest, contributions, and miscellaneous expenses (to itemize your deductions)
- Child and disabled dependent care information
- ERA Form (landlord information and amount of rent, utilities and fuel)
- Copy of 2013 Federal and State returns, if available
- Bank routing and account numbers for direct deposit of refunds
To e-file a joint return, both spouses must be present to sign required forms.