Free Tax Preparation

Will Prepare

• Form 982, Cancellation of Debt (limited)
• Form 1040EZ, 1040A, 1040
• Schedules A, B, D, C-EZ, EIC, R, SE
• Schedule E, Supplemental Income and loss (limited)
• Schedule C, Profit or loss from Business (limited)
• Form 1040-V (balance due returns)
• Form 1040- ES (estimated tax payments)
• Form 2106, Employee Business Expense (limited)
• Form 2441 (child and dependent care credit)
• Form 3903, Moving Expenses (limited)
• Form 5329, Additional Taxes on Qualified Plans (including
  IRAs) and Other Tax-Favored Accounts (part 1)
• Form 5405, First Time Homebuyers
• Form 8863 (education credits)
• Form 8880 (credit for qualified retirement savings
  contributions)
• Additional Child Tax Credit
• Form 8888 (allocation of refund)
• Form 8889 (health savings accounts) limited
• Form 8949 (Sales and other Dispositions of Capital Assets)
• Form 1 040-X, Amended Returns (limited)

Will Not Prepare

• Schedule C with losses
• Complicated & advanced Schedule D (capital gains
  and losses)
• Form SS-5 (request for social security number)
• Form 8606 (non-deductible IRA)
• Form 8615 (minor's investment income)
• Form SS-8 (determination of worker status for
  purposes of federal employment taxes and income tax
  withholding)

• For married filing joint, both spouses must be present
• All forms W-2 and 1099’s
• Information for other income
• Information for al deductions/credits
• A copy of last year’s tax return
• Proof of account for direct deposit of refund (e.g., voided check)

• Social Security or Individual Taxpayer Identification cards
  for you, your spouse, and/or dependents.
• Proof of identification for yourself and/or your spouse.
• Total paid to day care provider and their tax ID number
• Birth dates for you, spouse and dependents on the return
• Proof of foreign status if applying for ITIN.