Tax Preparation

2021 Tax Season EXTENDED from June 15th to November 18th
 
 
Delaware Tax and Financial Services Campaign  
Free Federal and State tax returns are completed for taxpayers who meet the following income guidelines:
 
Taxpayers with Household Income
at $57,000 or less with dependent(s)
at $38,000 or less without dependents 
$0 taxable income but need to file to receive your Stimulus Payments or Child Tax Credit 

PREPARING FOR YOUR APPOINTMENT

Click IT... Complete IT...  Bring IT… or Send IT...


 A. Downloadcomplete and save (virtual) or print (drop-off) the following forms (click blue links) and bring ALL completed forms with you to your scheduled appointment:
  1. Intake Form 13614-C (complete for virtual and drop-off appointments)

o  English 

o  Spanish

  1. Consent Form 14446 (only select one tax appointment site)

o  Blue Hen Corporate Center

o  Hudson State Service Center

o  Virtual VIP via Zoom

B. Virtual VIP via Zoom ONLY

  1. LeapFile Instructions to Upload required tax forms (13614-C, 14446) ID, SS cards and tax documents: (W-2, 1099, 1098, 1095, childcare info, etc.) via secure email 48 hours prior to appointment.
  2. Download the FREE Zoom and Adobe apps from these links or from your device app store; account creation may be required
  3. Practice sharing your screen in Zoom
  4. Practice signing/annotating documents in Adobe

C. Drop-off Sites ONLY

  1. For the health and safety of the community, all clients will be required to answer a COVID-19 screening questionnaire and must comply with COVID-19 safety protocols (wear a mask, watch your distance, and wash/sanitize your hands).
  2. Only taxpayer(s) being serviced will be permitted to access the site.
  3. Follow the on-site instructions and signage regarding site access.NO children allowed at appointments.
  4. Bring a copy of the Hold Harmless Waiver 
  5. Hard copies of ALL the above forms are available curbside at some public library locations. If you have questions about how their curbside service works, please contact the local library: 
  6. New Castle County at nccde.org/libraries (all EXCEPT Delaware City, Corbit-Calloway, New Castle Public in Old New Castle)
  7. Dover at https://dover.lib.de.us/
  8. NOTE:  Let library know that you have a tax appointment with Nehemiah Gateway CDC

D. What to Bring: ALL your tax documents including:

  1. Valid government issued photo ID for taxpayer and spouse (if married filing jointly)
  2. Social Security cards for ALL individuals to be listed on your tax return
  3. W-2s and 1099s from ALL your employers (no pay stubs accepted) and list of any other income received
  4. Childcare information from all providers, with their address, tax ID number and receipts to support amounts paid
  5. List of all itemized deductions and/or documentation of expenses, including mortgage interest and property taxes paid during the year
  6. For direct deposit to an existing account, a blank check or account ID card with the account number and routing number information
  7. 1095 A/B/C for Proof of Health Insurance Coverage
  8. 1098 for student loan, mortgage interest information
  9. 1099s for interest received, dividends received, unemployment compensation, pension and/or other type of income
  10. For amend tax return, copy of the original tax return to be amended
  11. Copy of prior year tax return (may be required for new credit)
Returns are typically electronically filed within 24-48 hours, so refunds can be received in as little as 10-14 days with no reduction of the amount refunded for fees, loans or interest charges. In addition, we can open a deposit/savings account, savings bond or convenient cash card on the spot, so you receive your refund as quickly as possible!  

 

INTERESTED IN PREPARING YOUR OWN TAXES? 

If you make $72,000 or less, go to: https://www.olt.com/main/vita/getstarted.asp?affiliate=VITAFREE&linkID=S24091912   

If you make $66,000 or less, go to: www.myfreetaxes.com

If you make $63,000 or less, go to: http://www.freetaxact.com/alltax.asp?sc=20050399&p=20&ad=S24091912

If you make $39,000 or less, go to: https://freefile.intuit.com/vitaSiteId=S24091912

 

Please find below some frequently asked questions about Tax Preparation:
There are many ways to help, we welcome all types of volunteers, ages 16 and up. See our Volunteer Job Descriptions for more information.
There are many sites throughout the state of Delaware. Please see the EITC Campaign tab for more information.
Families that qualify for the Earned Income Tax Credit (EITC) receive substantial refunds that can increase the household income by as much as 35%. In fact, the EITC brings more children out of poverty each year than any other federal program.
See the tab Free Tax Preparation tab
You must bring either an original social security card or letter from the Social Security Administration showing your card number for everyone listed on the tax return. Copies or other documents with your social security number will not be accepted. You must also bring a picture ID for yourself and your spouse if filing 'married filing joint'.
It's easy! While you are having your tax return prepared, you can also open a savings account or a debit card account and have your refund deposited to your new account. Ask for more information at the tax site.
Businesses with $5000 or more in expenses need to make an appointment to have their returns completed by someone trained in small business tax preparation (Schedule C). Please call DE 211 and give them your contact information so we can schedule an appointment to review your information and prepare your return.
The first thing you do is check on the IRS website "Where's My Refund' to check the status of your return. If it indicates that your return has not been received, then go back to the tax site where the return was originally prepared and speak with the Site Manager. They can check to make sure your return was successfully e-filed.
The tax sites are busiest in January and February and then again the week before the filing deadline (generally April 15). If you cannot wait you can 1.) come back in March when the tax sites are not as busy, or 2.) participate in our tax return 'drop-off' program. You would complete all the intake forms that would then be reviewed by a tax preparer and leave your paperwork so the return can be completed during the week. You would return to the tax site on the same day the following week to review, sign and pick up your paperwork as instructed by the site staff. Your files would be maintained in a secure location. Every tax site has file cabinets that are kept locked away for safe keeping. The safety of your tax documents is very important to us!
Yes! In addition to having your tax return prepared and opening a new savings or deposit account, you can also obtain your credit report and credit score, start preparing a personal budget, review information about additional services available in DE, learn more about Wilmington's new Stepping Stones federal credit union or obtain a referral to several other programs that specialize in financial education and planning. If you have a small business, we can assist with building a budget, writing a proposal or business plan and accessing small loans available through a partner organization,. It's simple, all you need to do is ask! You can also click here to fill out a Referral/Inquiry request form

Additional Resources