Free Tax Assistance or Free Tax Filing 2024 (2023 tax filing year)
Rep. Leanne Krueger February 13, 2024
Community Action Agency of Delaware County
Free Volunteer Income Tax Assistance (VITA). CAADC will be serving low- and moderate-income families in Delaware County. All services will be done by IRS trained and certified community volunteers and will aim to serve families who qualify for the Earned Income Tax Credit and the Child Tax Credit. CAADC will be providing assistance starting in late January until mid-April. Assistance is being provided by appointment only! Times and days vary by location. To schedule services please first call (610) 833-4443.
Tax preparation sites include:
CAADC Boothwyn Office – 1414 Meetinghouse Road, Boothwyn, PA 19061
Mondays and Tuesdays 9:00 a.m. to 3:00 p.m.; Tuesday evenings 4:00 p.m. to 6:30 p.m.; Wednesdays and Thursdays 9:00 a.m. to 3:00 p.m.; Thursdays 4:00 p.m. to 6:30 p.m.; Saturdays 9:00 a.m. to 2:00 p.m.
Darby Court Apartments – 892 Main Street, Darby, PA 19023
Saturdays 9:00 a.m. to 2:00 p.m.
J. Lewis Crozer Library – 620 Engle St., Chester, PA 19013
Saturdays 9:00 a.m. to 2:00 p.m.
Widener University - 400 E. 21st Street, Chester, PA 19013
Mondays, Tuesdays and Thursdays from 9:00 a.m. to 2:00 p.m.
AARP
Aston Township Community Center
3270 Concord Road, Aston, PA 19014
Monday and Wednesday mornings from 8:30 a.m. to 12:30 p.m. by appointment ONLY.
(Services will not be available on Monday February 19th due to President’s Day.)
Services will be provided by appointment only: interested (seniors & anyone who makes less than $72k are eligible) must come in person Monday or Wednesday 9:00am – 12:00pm to make their appointment and then come back for the appointment. The volunteers will give a list of info & forms to bring back for your appointment. For questions, call 484-200-7182.
AARP
Helen Kate Furness Free Library
100 N Providence Road, Wallingford, PA 19086
Mondays and Wednesdays 10:30 a.m. to 2:30 p.m. by appointment ONLY and will be handled IN PERSON and completed in a single meeting. Please call 484-442-0854 to leave your name and phone number to request an appointment. Tax preparation will commence on February 5, 2024. The last day of operation will be April 15, 2024. In addition to on-site tax preparation, a No-Site Visit is available. If you choose this option, you can create digital copies of your tax documents and upload them from your cell phone or computer to the IRS-provided software to prepare your returns. A Tax-Aide volunteer will prepare your return remotely. You work with the Tax-Aide volunteers online and by phone to review and finalize your returns, file them and have your returns sent to you electronically using a secure transmission facility. To sign up for this option, please call the scheduling number, 484-442-0854.
AARP
Schoolhouse Senior Center
600 Swarthmore Avenue, Folsom, PA 19033
Tuesdays 11:30 a.m. to 3:30 p.m. All tax preparation will be by appointment ONLY and will be handled IN PERSON and completed in a single meeting. Please call 484-442-0854 to leave your name and phone number to request an appointment. The last day of operation will be April 9, 2024. Two new sites are available for tax preparation this year. AARP Foundation/Tax-Aide volunteers will also be seeing clients at the Ridley Park Free Library and the Sharon Hill Public Library. Please make appointments for these sites at the same scheduling number, (484) 442-0854. The Scheduling Team will have hours and addresses for the new locations. In addition to In-Person tax preparation, a No-Site Visit is available. If you choose this option, you can create digital copies of your tax documents and upload them from your cell phone or computer to the IRS-provided software to prepare your returns. A Tax-Aide volunteer will prepare your return remotely. You work with the Tax-Aide volunteers online and by phone to review and finalize your returns, file them and have your returns sent to you electronically using a secure transmission facility. To sign up for this option, please call the scheduling number, 484.442.0854, and leave your name, phone number and your request for virtual tax preparation.
AARP
Surrey Services for Seniors
505 Park Way, Broomall, PA 19008
Fridays 10:00 a.m. to 2:30 p.m. by appointment ONLY and will be handled IN PERSON and will be completed in a single meeting. Please call 484-442-0854 to leave your name and phone number to request an appointment. The last day of operation will be Friday, April 12, 2024. In addition to on-site tax preparation, a No-Site Visit is available. If you choose this option, you can create digital copies of your tax documents and upload them from your cell phone or computer to the IRS-provided software to prepare your returns. A Tax-Aide volunteer will prepare your return remotely. You work with the Tax-Aide volunteers online and by phone to review and finalize your returns, file them and have your returns sent to you electronically using a secure transmission facility. To sign up for this option, please call the scheduling number, 484.442.0854, and leave your name, phone number and your request for virtual tax preparation.
VITA
Neighbor to Neighbor
814 Clifton Avenue, Sharon Hill, PA 19079
Mondays 9:30 a.m. to 3:30 p.m. and -Fridays 9:30 a.m. to 2:00 p.m. Drop-off only. Appointments required: 610-461-8140 State and Federal Income Taxes AT NO CHARGE. Must make less than $95,000-filing joint or $65,000-filing single last year)
Campaign For Working Families
(215) 454.6483
Office of Senator Tim Kearney
51 Long Lane, Upper Darby, PA 19082
Mondays, Tuesdays and Thursdays 10:00 a.m. to 3:00 p.m.
Virtual Filing Website: https://www.getyourrefund.org/en
WHAT TO BRING
For a quick and easy tax filing, bring the following documents for you, your spouse, and anyone you are claiming as a dependent.
EVERYONE NEEDS…
• Current driver’s license, state ID, passport, Green Card, or Employment Authorization card AND birth dates for all household members
• Social Security card (or other Social Security document with full SSN on it)
• W-2 and 1099 forms for income, pensions or Social Security, or unemployment received last year; plus your previous year’s tax return (if available)
• Year-end statement for childcare expenses AND Social Security Number or Employer Identification Number of the provider
• 1098-T form for any college/ trade school expenses paid
• 1095-A statement (if applicable) AND total all expenses plus bills/receipts for medicine and doctor’s visits as backup
• Property tax
• Amendments and Prior Year Filings up to 4 Years
WE CAN NOT PREPARE
• Schedule C with loss, depreciation, or business use of home
• Form SS-5 (request for Social Security Number)
• Form 8606 (non-deductible IRA)
• Form 8814 (child taxed at parent’s tax rate)
• Form SS-8 (determination of worker status for purposes of federal employment taxes and income tax withholding)
• Parts 4 & 5 of Form 8962 (Premium Tax Credits)
PA Dept of Revenue
www.revenue.pa.gov
There are 3 different pathways residents can select for their filing needs.
MyPath- state taxes only, free for most individuals
IRS website
www.irs.gov/filing
Has information & forms for people who need assistance to file taxes (without a fee)
Free Tax Return Preparation for Qualifying Taxpayers | Internal Revenue Service (irs.gov)