Sending all of the tax return documentation to fulfil tax-related obligations is not the most enjoyable task for US citizens. However, it is recommended that you do so in order to avoid any issues related to IRS fines or penalties.
And, while it is true that we may encounter difficulties when submitting our Tax Return to the IRS, we can also find some free assistance that will make our obligations easier.
If you are eligible, the IRS may be able to assist you in submitting your tax return more easily. If you are unable to obtain this type of assistance, you will need to seek the services of a payment professional to send the documents, though this is not required because you can do so on your own if you are familiar with the system.
Requirements for free IRS help
As a general rule, we will find four options for applying for assistance in sending the Tax Return to the IRS. The four options are: IRS Free File, Direct File, VITA, and MilTax. Each has unique requirements and advantages.
Here are the requirements for each:
- IRS Free File: Individuals with income of $84,000 or less in the last year can use IRS Free File guided software for free until October 15. As part of this program, IRS Free File Fillable Forms are also available, which allow you to complete and e-file your return at no cost, regardless of income level.
- Direct File: Available in 25 states, Direct File allows taxpayers to file their federal income tax return directly with the IRS for free. This online service works on phones, computers and tablets, and is available in English and Spanish. The platform guides users step-by-step through the preparation of their federal return and redirects them to state tools if necessary. It also offers live assistance with IRS representatives via chat in English and Spanish. To check eligibility, you can visit directfile.irs.gov.
- Volunteer Income Tax Assistance (VITA): The VITA program offers free help to taxpayers with incomes of $67,000 or less, people with disabilities and those who are not proficient in English. IRS-certified volunteers provide support in the preparation and electronic filing of basic tax returns. In addition, the Tax Counseling for the Elderly (TCE) program provides specialized assistance to taxpayers, especially those over age 60, with a focus on pensions and retirement issues.
- MilTax: This Department of Defense program offers free attorney assistance to members of the armed forces and some veterans, with no income limit. It includes software for preparing and e-filing federal tax returns and up to three state returns at no cost.
If you have access to them, you should use them because they will make your life much easier, as the IRS Tax Return is something you cannot forget or overlook.
