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What will happen when I arrive at the tax site for Scanning?

Before your appointment you must either pick up a Packet to complete, or can download it here. You must complete all needed items in the Packet at home. Minimum are: signing the permission to prepare your return (Form 14446), and the Intake Booklet. You will place those forms, plus any others needed (Itemized Deduction, Education, Small Business worksheet), with last year’s return, and proof of social security number in the provided envelope. At the appointment, our volunteer Greeter will check your photo IDs, assure that the proof of Social Security numbers, the signed 14446, and the completed Intake Workbook are available. You will then return to your vehicle for about 15 minutes. A tax certified volunteer will review your provided materials, all forms to assure that all the is needed to prepare your return is available. You will return to the Greeter area to answer any needed questions and sign a document listing all the forms we will retain to scan for your return preparation. You will then leave. Within a few days, you will hear from a certified counselor regarding the results.

What is "Proof" of my Social Security Number?

Social Security Card, or the full number on either Social Security Award letter or SSA-1099, or a previous Tax Return if e-filed by Josephine County TaxAide, or Statement from DHS. This “Proof” is needed for all who are included in the tax return.

Who is responsible for my tax return?

You, as the taxpayer, are responsible for your tax return. The Tax-Aide volunteer certified preparers assist you in completing your taxes within the scope of the Tax-Aide program. We assist in keeping to tax law, helping you to gain the greatest refund possible, and electronically file your return for speed and accuracy.

What are the basic impacts of the COVID-19 Relief Bills

First, your economic stimulus payment is NOT taxable. We will confirm that you received the correct amount, meaning if you added a dependent after you received the stimulus, you may be eligible for additional. Even though you didn’t have deductions on your Federal Return, you can deduct up to $300 cash donations ($600 for Married Filing Jointly).

What is an "injured spouse"?

The Internal Revenue Service (IRS) has the power to seize income tax refunds when a taxpayer owes certain debts, such as unpaid taxes or overdue child support. Sometimes, a married couple’s joint tax refund will be seized because of a debt for which only one spouse is responsible. When that happens, the other spouse is said to be “injured” and can file Form 8379 to get at least some of the refund.

The IRS has called me saying I owe money -- what should I do?

The IRS doesn’t initiate contact with taxpayers by email, text messages or social media channels to request personal or financial information. This includes requests for PIN numbers, passwords or similar access information for credit cards, banks or other financial accounts.