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Income Guidelines and Information for the Tax Client

Free Income Tax and Tax Credit Preparation Service - Late January  through mid-April  -- at 26 locations in southeast Michigan.

Requirements for Tax Preparation Assistance

• Must Meet Income Guidelines
       For Individuals, annual income up to $20,000 (regardless of age)
       For Families, annual income up to $40,000
             (Families = married couples, or people with at least one dependent) 
  
  
• Bring identification - Driver's license or State I.D.
  
  
• Social Security numbers for yourself, (and if applicable) your spouse, and each dependent
       (You must bring the actual Social Security cards if you want us to electronically file your returns)

What's Considered Income
                                                  Please Bring
Wages                                       Form W-2 (s)
Unemployment                           Form 1099-G
Pension                                      Form 1099-R
Social Security                           Form SSA - 1099
Supp. Security Income (SSI)      Statement showing amount of payments
Interest/Dividends                      Form 1099-INT Form 1099-DIV
DHS (was FIA) Assistance       DHS Customer Annual Statement
Child Support                             Child Support Annual Statement
Gambling/Lottery Winnings        Form W-2G
Miscellaneous Income                Form 1099-MISC

Expenses
(Bring related copies of bills, receipts, etc. for any of these that are applicable to you)
     -  Medical Insurance or HMO premiums paid for yourself and/or family
     -  Dependent care expenses,
     -  Student loan interest, Tuition

Home Heating Credit
-  Amount of Heating Costs for period 11/1/06 through 10/31/07
   (Call your heat provider and ask for your annual heating costs)

Homestead Property Tax Credit
    For Homeowners:
    Taxable value of home and city and county property tax bills for the tax year. 
    Mortgage Escrow Statement (if taxes are escrowed), or a copy of city and county property tax bills for the tax year.
    (Basically, copies of your summer and winter tax bills.)

   For Renters:
   Lease or rental contract, rent receipts for the tax year, and landlord's name and address

Direct Deposit
Now you can direct deposit your federal return into up to three accounts. For each account, bring the bank or credit union's name, account number and the bank or credit union's routing number.