Get Tax Help

 

Call 2-1-1 to see if you qualify and schedule a free tax preparation appointment. Don't want to wait? If your income was below $64,000 in 2016, file now at www.myfreetaxes.com.

 

Do I qualify for free tax assistance?

If your income was below $64,000 in 2016, you may be elligible for free tax assistance. You may quailify for a refund even if you don't think you owe any taxes.

We are unable to prepare the following types of tax returns:
  • Tax returns for non-US residents (IRS Form 1040-NR)
  • Tax returns with self-employment or business income for individuals that have employees, inventory, more than $25,000 in business expenses, or expenses greater than earnings
  • Tax returns with cancellation of debt (IRS Form 1099-C) for items other than credit card debt or foreclosure of your home

Do you live outside of Central Ohio?

If you live outside of Central Ohio, visit http://irs.treasury.gov/freetaxprep/ to find a free tax preparation provider in your area.

What paperwork should I bring to my appointment?

*You are required to bring the following documents to you appointment:

  • Picture ID
  • Social Security Cards for you, your spouse and any dependents you claim on your tax return
  • W-2 forms for all jobs worked in the past year
  • 1095 forms for health coverage from an employer, Medicaid, or the Healthcare Marketplace
  • All 1099 and 1098 forms that you received for the past year, including documentation of unemployment and social security income
  • Childcare provider’s name, address & tax identification number, if applicable
  • A copy of last year’s tax return, if possible
  • To get your refund back as soon as possible, bring the ACCOUNT and ROUTING numbers of your checking or savings accounts

*You should also bring these documents to help your tax preparer claim all the deductions and credits you are owed:

  • If you own your own business, bring proof of related expenses including supplies, union dues, marketing expenses, and mileage
  • If you are a student at a  university, college, or technical college, bring your Form 1098-T and receipts for books and school supplies
  • If you have student loans, bring your student loan interest statement (Form 1098-E)
  • If you have medical, dental, and prescription expenses, bring receipts for out-of-pocket medical payments
  • If you donated to a charity, bring receipts with the amount of your donations
  • If you own a home, bring the amounts of your mortgage interest, real estate taxes, and mortgage insurance paid in the last year (often included on your Form 1098)
  • If you have a retirement account such as a traditional or SEP IRA, bring the statement detailing your contributions from the last year
  • If you had lottery or gambling income or expenses, bring proof of your winnings and losses
  • If you paid tax preparation fees last year, bring a receipt for the amount that you paid
  • If you are a teacher, bring receipts for your unreimbursed educator expenses including pens, notebooks, etc

What do you mean by “household income”?

“Household income” simply refers to the combined income that you are claiming on a single tax return.  For example:

  • If you are filing single, head of household, or married filing separately: you must include your income.
  • If you are married, filing jointly: you must include you and your spouse’s income.
  • If you claim dependents: you must also be prepared to answer questions about any income they received throughout the year.

How do I follow-up if I have questions after my appointment?

If your tax preparation site gave you a direct follow-up phone number, contact them directly.

If your tax preparation site did not give you direct follow-up information, please call the Tax Time Info Line at 614-227-2794.

When will I get my refund?

You can track your Federal refund by visiting http://www.irs.gov/Refunds/ or calling 1-800-829-1954.

You can track your Ohio refund by visiting http://bit.ly/OhioRefundFinder or calling 1-800-282-1780.

How do I file my Federal return by mail?

For a Federal Return with a refund, mail to:

Department of the Treasury

Internal Revenue Service

Fresno, CA 93888-0002

For a Federal Return with a payment, mail to:

Internal Revenue Service

P.O. Box 802501

Cincinnati, OH 45280-2501

How do I file my Ohio return by mail?

For an Ohio Return with a refund, mail to:

Ohio Department of Taxation

PO Box 2679

Columbus, Ohio 43218-2679

For an Ohio Return with a payment, mail to:

Ohio Department of Taxation

PO Box 2057

Columbus, Ohio 43218-205

What do I do if I owe Federal taxes?

If you owe Federal taxes, you have three payment options:

Mail in your payment by making a check or money order payable to the “United States Treasury.” Then, detach the payment voucher on Form 1040-V and mail this in with your payment to P.O. Box 802501 Cincinnati, OH 45280-2501. Include your phone number and social security number on your check or money order.

Pay in-person at the Columbus IRS office. The office accepts checks, money orders, and cash payments. Call 614-280-8691 for more information.

Pay online or over the phone with the Electronic Federal Tax Payment System® provided by the U.S. Department of the Treasury. This service is free, but you must enroll before you can make a payment. To enroll, visit https://www.eftps.gov/ or call 1-800-555-4477.

If you cannot afford to make payments at all, call the IRS to discuss your financial hardship. You can also call the Legal Aid Society of Columbus at 614-221-2001 to request help with or advice about collection alternatives.

What do I do if I owe Ohio taxes?

If you owe Ohio taxes, you have three payment options:

Mail in your payment by making a check or money order payable to “Ohio Treasurer of State.” Then, detach the payment voucher on Form IT 40P and mail this in with your payment to Ohio Department of Taxation, P.O. Box 182131, Columbus, OH 43218-2131. Include your phone number and social security number on your check or money order.

Pay online with a credit card* or bank account by visiting https://www.tax.state.oh.us/IFILE/IFileRegWeb/login.jsp.

Pay with a credit card* over the phone by calling 1-800-272-9829. When prompted, enter Ohio jurisdiction code 6446.

*Credit Card users will be charged a convenience fee equal to 2.5% of the tax payment.

What if I can’t pay all of the taxes that I owe at once?

You can make monthly payments through an installment agreement if you're not financially able to pay your tax debt immediately. However, you will be charged an installment payment fee as well as other possible penalties and interest fees. To apply, visit http://www.irs.gov/Individuals/Online-Payment-Agreement-Application.

If you cannot afford to make payments at all, call the IRS to discuss your financial hardship. You can also call the Legal Aid Society of Columbus at 614-221-2001 to request help with or advice about collection alternatives.

How do I submit an amended return?

Send a copy of your Federal 1040X to:

Department of the Treasury

Internal Revenue Service

Fresno, CA 93888

Include copies of any schedules or forms that have been changed and any W-2s you did not include in your original return.

Where can I get help with tax issues?

- The Legal Aid Society of Columbus – 614-221-2001
- Low Income Taxpayer Clinics nationwide: http://www.taxpayeradvocate.irs.gov/about/litc
- Taxpayer Advocate Service at the IRS: http://www.taxpayeradvocate.irs.gov/

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