KEEP MORE OF YOUR

HARD-EARNED

MONEY

FILE YOUR TAXES FOR

FREE

Households earning less than $54,000 may qualify for up to $6,000 cash back in California and federal Earned Income Tax Credits (EITC) – but only if you file your taxes!

OC FREE TAX PREP, brought to you by United Way thanks to support from Citi Community Development, wants you to keep more of your hard-earned money.

With more money in your pocket, you’ll be on your way to saving toward a better future.

The 2018 tax filing season is now closed. Please visit us in December 2018 for next years tax season information.

GET CASH BACK WITH EARNED INCOME TAX CREDITS (EITC)

California and federal EITC are refundable credits available to low-to-moderate income individuals and families.

These cash-back credits are designed to put money in the pockets of low-income working families and individuals. Claiming this credit is easy. Eligible taxpayers just need to file a tax return.

CALCULATE YOUR EARNED INCOME TAX CREDIT (TAX YEAR 2017)

Federal Earned Income Tax Credit

#ChildrenSingle, Head of Household or Widowed (Maximum Income)Married Filing JointlyFederal EITC
Zero$15,010$20,600$510
One$39,617$45,207$3,400
Two$45,007$50,597$5,616
Three+$48,340$53,930$6,318
No ChildrenOne ChildTwo ChildrenThree+ Children
Single, Head of Household or Widowed (Maximum Income)
$15,010
Married Filing Jointly
$20,600
Federal EITC
$510
Single, Head of Household or Widowed (Maximum Income)
$39,617
Married Filing Jointly
$45,207
Federal EITC
$3,400
Single, Head of Household or Widowed (Maximum Income)
$45,007
Married Filing Jointly
$50,597
Federal EITC
$5,616
Single, Head of Household or Widowed (Maximum Income)
$48,340
Married Filing Jointly
$53,930
Federal EITC
$6,318

California Earned Income Tax Credit

#ChildrenSingle, head of Household, Widowed or Married Filing Jointly (Maximum Income)CalEITC*
Zero$15,008$223
One$22,322$1,495
Two$22,309$2,467
Three+$22,302$2,775
No ChildrenOne ChildTwo ChildrenThree+ Children
Single, head of Household, Widowed or Married Filing Jointly (Maximum Income)
$15,008
CalEITC*
$223
Single, head of Household, Widowed or Married Filing Jointly (Maximum Income)
$22,322
CalEITC*
$1,495
Single, head of Household, Widowed or Married Filing Jointly (Maximum Income)
$22,309
CalEITC*
$2,467
Single, head of Household, Widowed or Married Filing Jointly (Maximum Income)
$22,302
CalEITC*
$2,775

*If you don't have a filing requirement, you still may qualify for CalEITC, but you must file to claim your cash back.

Use the Eligibility and Calculator tools to estimate your Federal EITC and Cal EITC.

Don’t qualify for EITC? Not to worry, you may still be able to file for free if your income is less than $60,000.

HOW IT WORKS

Filing your tax return is the only way to claim the tax credits owed to you.

If your household has earned less than $60,000, filing your taxes is FREE and EASY through our two trusted, IRS-backed programs:

EASY TO FILE

MyFreeTaxes.com

Powered by H&R Block

Easy, safe, secure and 100% FREE

Live chat support - Available until October 2018!

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HERE'S WHAT YOU'LL NEED TO GET STARTED

WHAT DO I BRING WITH ME?

  • Picture Identification

  • Social Security Card or Individual Taxpayer Identification Number (ITIN)

  • Letter for all individuals listed on the return

  • W-2s, 1099s and all other tax-related documents for 2017

  • Form 1095-A, B or C, health insurance coverage statement

  • All 1098 E and T forms for educational expenses

  • Childcare provider name, address, phone number and Tax ID Number

  • Voided check if using direct deposit for refund

  • Copy of your 2016 income tax return

  • For joint returns, both spouses must be present to sign the required forms

HOW DO I QUALIFY FOR EITC?

  • Be a U.S. citizen or resident alien for all of 2017

  • Have a social security number valid for employment

  • Earned income during 2017

  • Cannot use “Married Filing Separately” filing status

  • Cannot be claimed as a qualifying child

  • Cannot file Form 2555 or 2555-EZ (relating to foreign earned income)

SAVE FOR A BETTER FUTURE

Prepare for life’s emergencies by starting or adding to a savings account.

  1. Try saving all or part of your tax refund. Savings adds up, even if it’s just a small amount.
  2. Save 50% of your return for basic necessities, like groceries, utility bills or housing.
  3. Stash what’s left over in a savings account to cover unexpected expenses, like a trip to the doctor or new tires for a car.

VOLUNTEER

Become a Volunteer Income Tax Assistance (VITA) program volunteer and help low-income families keep more of their hard-earned money. No tax experience necessary. We'll provide all the training and tools you need to become certified.

OUR VOLUNTEER OPPORTUNITIES INCLUDE:

  • Greeters
  • Interpreters
  • Tax Preparers
  • Enrolled Agents, CPAs & other Professionals
  • Tax Guides

COUNT UP THE SMILES

Some families count on OC Free Tax Prep year after year to ensure they receive the cash-back tax credits they earned. Now families are able to keep more of their hard-earned money.

“Thank you to all the friendly staff for your help in filing my taxes. You most certainly have a satisfied customer once again.”

-A Family Served by OC Free Tax Prep

ABOUT OC FREE TAX PREP

Through the OC FREE TAX PREP coalition, United Way, Citi and all partners work to increase the number of financially stable households in Orange County. Coalition members play unique roles, each working to positively impact the financial health and resiliency of Orange County residents by assisting hard working taxpayers to earn, keep, and save their money. Key OC FREE TAX PREP activities are providing free tax preparation services to the low-income community, and conducting outreach and education, raising awareness-of and access-to tax credits, such as the Earned Income Tax Credits, which result in money returned to our community, often bolstering a struggling family’s ability to provide for their children, as well as stimulate the local economy.

Last year, we filed almost 18,000 tax returns throughout Orange County, bringing $16 million in federal and state refunds back to the pockets of hard working individuals. Over $4.24 million returned was through the Earned Income Tax Credits. We estimate that a minimum of $3.57 million was saved on tax preparation fees through our services.

Tax refunds help stabilize low and moderate-income families by helping struggling families provide for their children, as well as stimulate the local economy. Through the OC FREE TAX PREP initiative, United Way, Citi and its partners are working toward a better tomorrow to break the cycle of poverty by increasing the number of financially stable households in Orange County.

HELP US SPREAD THE WORD AND REACH MORE FAMILIES IN NEED