Interest in Free Tax Preparation

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Empowering Neighbors will provide FREE income tax preparation in Ashland, Virginia during February, March and April 2024. We invite individuals and families earning $64,000 or less annually to utilize our services! Appointments are required.

At this time, we do not have any more appointment availability for the 2024 tax season. We apologize for the inconvenience and hope to see you next year!

To learn more about the community nonprofit organization Empowering Neighbors, please visit empoweringneighbors.org. To contact us, please email director@empoweringneighbors.org.

Did you make less than $64,000 in 2023? *

Yes

Name *

Email *

Phone Number *

Preferred Method of Contact: *

Phone

I don't care

Preferred Day of Appointment: (this can not be guaranteed and will depend on our availability, but we will do our best to accommodate you) *

Thursday

Saturday

Either works with my schedule

Required

If there is a preferred time of your appointment, please write it here: (again, this can not be guaranteed, however we will do our best to accommodate)

Filing Status *

Single

Married Filing Jointly

Married Filing Separately

Head of Household

Qualifying Widow(er)

Do you have any dependents? (see qualifications here: https://www.irs.gov/publications/p501#en_US_2023_publink1000220868) *

Yes

Please select all documents that are relevant to your situation and that you will be bringing in for your appointment: (check all that apply) *

W-2(s)

Interest and dividends (1099-INT, 1099-DIV)

Refund of state/local taxes (1099-G)

Alimony income

Disability (insurance, workers comp., etc) (1099-R)

Unemployment compensation (1099-G)

Social Security (SSA-1099, RRB-1099)

Other income: gambling, lottery, prizes and awards, jury duty, royalties, etc.

Tip income

Self-employment income (1099-MISC, 1099-NEC, 1099-K, cash, digital assets, and other properties or services)

Cash, check, digital assets, other property or services for any work performed not on W-2 or 1099

Income from sale of investments (1099-S, 1099-B)

Retirement income from pensions, annuities, and/or IRA (1099-R)

Scholarships (1098-T)

Required

What kind of expenses did you have in 2023? (check all that apply) *

Alimony

Roth IRA or 401k contributions

College or post-secondary education expenses for yourself, spouse, or dependents (1098-T)

Charitable contributions

Child or dependent care expenses (ex. daycare)

Supplies as an eligible teacher, teacher aide, counselor, etc.

Student loan interest (1098-E)

IRA contributions

Medical and dental expenses

Mortgage interest (1098)

Taxes (state, real estate, personal property, sales)

N/A

Required

What life events did you experience in 2023? (check all that apply) *

Did you receive the Earned Income Credit, Child Tax Credit, or American Opportunity Credit?

Make estimated tax payments or apply last year’s refund to this year’s tax

Health Savings Account (5498-SA, 1099-SA, W-2 with code W in box 12)

Have a credit card, student loan, or mortgage debt canceled/forgiven by a lender or have a home foreclosure? (1099-C, 1099-A)

Adopt a child?

Purchase/install energy efficient home items (windows, furnace, insulation, etc.)

Receive First Time Homebuyers Credit in 2008

File a federal return last year containing a “capital loss carryover” on Form 1040 Schedule D

N/A

Required

Do you receive health insurance from the Marketplace? AKA did you receive form 1095-A? *

Yes

Do you have access to a printer? *

Yes

Please write anything else you believe is important for us to know before/about your appointment:

Submit

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