Free Tax Preparation
Work with a trained volunteer to file your taxes or do it yourself online
The John Boner Neighborhood Centers is part of Indy Free Tax Prep, Central Indiana’s Network for Free Tax Preparation. As part of the IRS’ Volunteer Income Tax Assistance (VITA) program, we offer free tax preparation and other services to eligible residents.
You have two options for assistance:
I want to do my own taxes
File your federal and state tax returns free of charge using the United Way of Central Indiana’s My Free Taxes program. There is no income limit and assistance is available if you have questions. This service provides access to TaxSlayer.
I want an IRS-certified VITA volunteer to prepare my taxes
If you made $66,000 or less last year, you may qualify. Free tax preparation service is not available if, last year, you owned or sold rental property; sold a business; had business losses or business use of home; or bought/sold stocks, bonds, or mutual funds.
What years will they help me with?
We will prepare taxes for the following tax years, subject to software availability: 2020, 2019, 2018, 2017, 2016. You will need a separate tax packet for each year return you are requesting we prepare.
|Monday||10 a.m. - 6 p.m.||Intake Session Only|
|Tuesday||10 a.m. - 6 p.m.||Tax Return Pick-up|
|Wednesday||10 a.m. - 8 p.m.||Intake Session Only|
|Saturday||10 a.m. - 1 p.m.||Tax Return Pick-up|
Last Day: Wednesday, April 14, 10:00 a.m. – 8:00 p.m.
**Our ability to assist you is based on volunteer capacity. Priority goes to seniors aged 85 and up.**
It looks like I'm eligible, what's next?
It’s easy, simply follow the 4-step process outlined below. Please note, this process is different than in previous years. You will be required to drop off your materials on one day and pick them up later.
Pick up a Tax Packet
Tax packets contain instructions, intake paperwork (state and federal) and consent forms (Consent to Use & Disclose,
Consent to Use Relational EFIN, Consent Form Virtual VITA) needed to prepare your return. You will also place your tax documents and copies of your ID and social security cards in the packet (don’t worry, we can make copies for you if needed!).
Packet Pick-Up Location
You may pick up tax packets by the JBNC doors with black mailboxes. Look for the mailboxes labeled ‘VITA Tax Packet’. You may also download these documents from our website.
Attend an Intake Session
See the tax site schedule above for intake dates and times. Refer to the ‘What to Bring’ checklist. Bring those items along with your tax packet. During intake, you will sit with a greeter/screener volunteer who will organize your documents, verify your eligibility and determine the certification level needed to prepare your return.
The volunteer will either scan your documents and return them to you at that session or keep your packet. The volunteer will provide instructions about returning to pick up your tax return.
Tax Preparation & Quality Review
Due to pandemic safety measures, tax preparation and quality review will take place without you present.
Volunteers work both at the site and remotely. Once your return is prepared, a quality reviewer (QR) will go over the return with you, typically by phone or video call.
Tax Return Pick-up
On your scheduled date, return to the tax site to pick up your return. You will need to bring your government-issued picture ID. At this time you will sign your return and any documents required for e-filing. The volunteer will return all documents to you with the exception of the e-filing paperwork. Once we have confirmed that the tax authorities have accepted your return, we will securely shred these documents. If you are paper filing, the volunteer will provide instructions for that process.
'What to Bring' Checklist
Bring the following items to your Tax Preparation Appointment:
- Valid, government-issued picture ID
- Social security cards or ITIN cards for all persons on return
- W2 forms for all employment for previous year
- Interest and dividend statements
- Form 1095-A if you purchased health insurance through www.Healthcare.gov
- All 1099 forms received, including 1099 SSA from the Social Security Administration and unemployment statements
- Education expense receipts and 1098 form
- Child care receipts, along with provider’s address and social security number/employer identification number
- Real estate property tax receipts
- Landlord name and address
- Bank routing number and account number for direct deposit
- Copy of last year’s tax return (if available)
Covid-19 Safety Procedures
John Boner Neighborhood Centers has enhanced safety procedures to help maintain the safety of the public, volunteers, and staff. These include enhanced cleaning, changes to the building and other steps.
Please take note of the following:
- Visitors will undergo a temperature check and brief health screening to gain entrance to the building. If you are feeling sick or running a fever, please do not come.
- Visitors must wear masks covering the mouth and nose at all times while in the building.
- The tax will not have a waiting area. After receiving your queue assignment, please wait in your vehicle until you are called up. For those on foot or taking the bus, a small waiting area is available.
- Please use the hand sanitizer available on site.
Additional Information & Resources
Set up a Bank Account
Want direct deposit but don’t have an account? Subject to availability and eligibility, our financial institution partners can open an account for you onsite.
Save Your Refund
Save to Win is a separate, prized-linked savings initiative for members of participating credit unions.
The tax site offers opportunity to engage with guest speakers, access to other health and legal services, credit reports, financial workshops and more.