Tempe Earned Income Tax Credit (EITC)
and Asset Development Initiative

Earn It!   Claim It!   Save It!

Free Tax Preparation and Electronic Filing

Income Eligibility
Families must have an annual income of $55,000 or less for 2008.
Single individuals must have an annual income of $35,000 or less for 2008.

2009 Tax  Preparation Sites, Dates And Hours of Operation

Tempe Schools Credit Union
2800 S. Mill, Tempe, AZ 85282 – between Broadway & Southern on West side of Mill

  • Saturdays, January 24 - April 11  --   9 AM - 12 PM  **closed March 14**
  • Wednesdays, February 4 and 11   --   5 PM – 8 PM  
  • Wednesday,  April 1   --   5 PM – 8 PM   - Past Year Returns Only

 Tempe Department of Economic Security Office:
5038 South Price Road. This site is Open to the Public.  No past year returns done at this site.   

  • Wednesdays from Noon - 4 PM on:
    January 28, Feb 4, Feb 11, Feb 18, Feb 25, March 4, 18, 25, April 1, 8 & 15 from 12- 4 PM.  Closed March 11 for Spring Break

Types of 2008 Returns Prepared
Federal and Arizona State such as Forms 1040 and 1040EZ and related schedules such as A, B and C-EZ.

Past Year Federal Tax Returns
*On April 1 only, we will prepare past year returns for 2007, 2006 and 2005*

Plan to Spend Some and Save Some of Your Refund
The IRS has made it easy to spend some and save some of your federal tax refund by allowing you to split your tax refund among three accounts, such as checking, savings and a US Savings Bond.  Plan to bring your checking and savings account numbers and the name of your financial institution. 
Ask us how you can buy a US Savings Bond and we will show you how!

 

What you MUST Bring With You to the Tax Preparation Visit

  • Forms W-2 from every place you worked in 2008

  • Forms 1099, if applicable

  • Account numbers for your checking and savings accounts

  • Social Security cards for yourself and all dependents

  • Picture Identification

  • A copy of last year’s tax return

  • Information for all deductions and credits

  • Amount of your stimulus payment from last year

Self-Employed Taxpayers
You may NOT be eligible to receive free tax preparation at this and other Volunteer Income Tax Assistance (VITA) sites.

We MAY be able to prepare your 2008 tax return if you meet the following IRS VITA program requirements:

  1. Had business expenses of $5,000 or less

  2. Used the “cash” method of accounting

  3. Did NOT have an inventory at any time during the year

  4. Did not have a net loss from your business

  5. Had only 1 business as a “sole proprietor”

  6. Had no employees during the year

  7. Do NOT deduct expenses for business use of your home

  8. Do NOT have prior year un-allowed passive activity losses from this business

If you do not meet these requirements, you will need to have your 2008 tax return prepared by a paid preparer.

 Contact Community Information and Referral at www.cir.org
for free tax preparation sites outside of Tempe

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