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LUNCH BREAK OFFERS FREE TAX PREP AND E-FILE

LUNCH BREAK OFFERS FREE TAX PREP AND E-FILE

FOR LOW AND MIDDLE INCOME WORKERS

 

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This tax preparation will be offered March 7 and March 28, from 10 a.m. until 5 p.m. at Lunch Break, at Drs. James Parker Blvd, in Red Bank.  To be eligible you must come from a household without dependent children and earn $30,000 or less, OR come from a household with up to three children and earn $52,000 or less, OR come from a household with more than three children (just add $10,000 more per child to what you earn).  No appointment is needed.

 

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Please bring the following with you:

 

  • Valid driver’s license or photo ID (self and spouse, if applicable)

  • Copy of last year’s return, if available

  • Social Security cards for everyone in the family on the tax return, and/or a Social Security Number verification letter from the Social Security Administration

  • Birth dates for you, your spouse, and any children on your tax return

  • All income statements: Forms W-2, Social Security, Unemployment or other benefits statements, self-employment records, and any documents that show any taxes withheld

  • Interest and dividend statements (Form 1099)

  • Dependent child care information, if any.  Include the same, address and Social Security Number or TIN for who you pay for child care

  • Student loan interest payments, tuition, 1098-T for any college expenses for you or your dependents

  • Copy of 2013 property tax bill (homeowners), mortgage payments, 1098 with home mortgage interest, OR rent receipts for 2013 signed by your landlord

  • 1099 forms from any pensions, annuities, Social Security or Railroad Retirement Benefits

  • A check that shows your Bank Routing Numbers and Account Numbers for Direct Deposit (if applicable)

  • If you’re filing a joint return electronically, both spouses must be present to sign the forms

  • And, bring any other pertinent documents or papers

     

     

  • The IRS-Certified tax professionals have been arranged by The Foodbank of Monmouth and Ocean Counties.  If you need more information, please call The Foodbank at 732-904-9254.

     

     

     

     

     


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