Taxes & Tax Preparation
Tax preparation is a way to engage taxpayers with disabilities in a larger conversation about financial wellness and economic advancement. National Disability Institute continues to work to increase Volunteer Income Tax Assistance (VITA) awareness and to build the capacity of tax coalitions to better serve taxpayers with disabilities, both in person and online.
Free Tax Preparation
What are the options and who is eligible?
There are many free tax preparation options available. Each program and service has different eligibility options and must be verified individually for qualifications. However, on average, households with an adjusted gross income (AGI) of $66,000 or less may qualify for free tax preparation and filing. Eligibility criteria can change from year to year, so be sure to check the options for eligibility with the service you choose.
70 Percent
Number of taxpayers (100+ million) who have family incomes of $66,000 or less, and may be eligible for free tax preparation.
$2,400
The average amount of Earned Income Tax Credit (EITC) received by a taxpayer nationwide.
Free Tax Preparation
What are the options and who is eligible?
There are many free tax preparation options available. Each program and service has different eligibility options and must be verified individually for qualifications. However, on average, households with an adjusted gross income (AGI) of $66,000 or less will qualify for free tax preparation and filing. Eligibility criteria can change from year to year, so be sure to check the options for eligibility with the service you choose.
70 Percent
Number of taxpayers (over 100 million) who have family incomes of $66,000 or less, and are eligible for free tax preparation.
$2,400
The average amount of Earned Income Tax Credit (EITC) received by a taxpayer nationwide.
Spreading the Word
What are some ways to inform others about free tax preparation?
Increasing awareness of free tax prep options can be done online or on site, through social media or actual signage. Develop free tax preparation partnerships to learn more. Download free tax preparation materials. Provide free tax prep to employees. There are many resources and many ways to spread the word.
Helping Others
How easy is it to develop a free tax preparation program on site?
Understanding what free tax preparation is and promoting it are great first steps. However, you may want to expand your outreach to include providing free in-person tax prep services on site. Doing this can be as simple as providing computer access for customers or as involved as hiring and training tax coaches to assist customers.
Helping Others
How easy is it to develop a free tax preparation program on site?
Understanding what free tax preparation is and promoting it are great first steps. But you may want to expand your outreach to include providing free in-person tax prep services on site. Doing this can be as simple as providing computer access for customers or as involved as hiring and training tax coaches to assist customers.
Free Tax Preparation Services
Veterans
Free tax preparation expands services provided to veterans, transitioning military and their families.
People with Disabilities
Free tax preparation introduces financial education to the disability community both nationally and locally.
Job Seekers
Free tax preparation expands services in organizations who help job seekers in an easy and cost-effective way.
Questions?
National Disability Institute works to improve the financial health and wellness of people across the spectrum of disability.
If you have questions or want more information about our projects, please call (202) 296-2040 or email info@ndi-inc.org.
