WELLNESS

Taxes

Option 1: VITA

Split Your Refund

IRS offers free tax preparation through Volunteer Income Tax Assistance (VITA) and Tax Counseling for the Elderly (TCE) programs. 

 United Way of Greater Kansas City is a partner in the KC Metro Tax Coalition. Their resource line – 211 – is scheduling on behalf of our tax sites. They have not opened the schedule yet, but expect to begin making appointments the beginning of Feb. You can call 816-474-5112. Updates will be posted to their website.

HRCU cares about your finances and wants to help you build assets. Use this worksheet to help you decide how to allocate your refund wisely.

FREE TAX PREPARATION

IRS2GO

SPREAD YOUR REFUND FURTHER

SPLIT YOUR REFUND...and GET REWARDED!

IRS2Go is the Official Mobile App of the IRS

Check your refund status, make a payment, find free tax preparation assistance, sign up for helpful tax tips, and more! IRS2Go is available in both English and Spanish. Download IRS2Go from your mobile device or click on the links below:

   

If members split their refund and send part of it to their HRCU savings account, we will deposit $10 into their savings account. Use the IRS's Form 8888 to do this.

  

A Helpful Tool from HRCU

WATCH AND LEARN

IRS INFORMATION

Earned Income Tax Credit 

Use the Earned Income Tax Credit Assistant to see if you qualify, and for how much!

Child Tax Credit 

Update Your Tax Withholding

Running a Business?

More Questions?

Use the Interactive Virtual Tax Assistant to learn if your child or dependent qualifies for a tax credit.

Calculate what your tax withholding should be with the Tax Withholding Estimator. 

Check out IRS videos in English and Spanish.

Take Care of Your Taxes:

  Our 2023 Tax Prep Webinar

IF YOU STILL NEED HELP ACCESSING FREE TAX ASSISTANCE,

ASK AN HRCU EMPLOYEE!

Earned Income Tax Credit 

Seniors and people who are disabled can receive help applying for the Circuit Breaker Deduction from the St Louis Area Agency on Aging. This deduction is accessible if your property taxes exceed a certain percentage of your income and may apply to renters as well. 

Option 2: Tax-Aide

AARP's program Tax-Aide is the nation’s largest volunteer tax prep service. It is free and open to all, though their focus is on those who are 50 or older, with low-to-moderate incomes. Volunteers are IRS-certified.