Resources

A curated list of partner resources and links

Tax Assistance

Did you earn less than $79,000 last year?

Have your federal tax return prepared, e-filed, and direct deposited for FREE. 

Documents needed: 

  • Federal Photo IDs (If filing jointly, both spouses must be present WITH ID)
  • Social Security cards and correct birthdates for all family members
  • W-2 forms for all jobs worked during the current tax year
  • All 1098 forms (for mortgage, higher education expenses, etc.)
  • All 1099 & other income forms
  • Amount of any income not reported on a statement
  • Records of deductible/qualified expenses not shown on a statement
  • A voided check and/or savings account number for direct deposit (encouraged)
  • Childcare provider info (name, address, tax ID/social security number)
  • Last year’s federal income tax return (encouraged)

 

Some sites require an appointment, and others allow walk-ins. Check locations for hours and appointment information.  

 

See more information about free tax help at United Way Suncoast.

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