Who Qualifies for CTA’s Assistance:
Generally, we serve: individuals with income under $35,000*, and families with income under $54,000*.
*If your income was less than $66,000 in 2017, you may be able to file your 2017 federal and state tax returns on-line for free. For more information see: http://ctadc.org/file-online/
MILITARY MEMBERS: CTA volunteers are not trained to assist military members, but military members can receive free tax preparation assistance regardless of income through Military One Source. For more information, see: http://www.militaryonesource.mil/web/mos/tax-services.
IMPORTANT: Click here to see the list of what to bring.
Taxpayer Situations where we CANNOT prepare your return:
Our volunteers are only trained and certified to prepare certain types of tax returns. If you have the following situation, your tax return is out of the scope of our program (Out of scope means we are not allowed to prepare tax returns with this situations because our volunteers are not trained or certified on these complicated tax topics). If you have any questions or need additional clarification please email us firstname.lastname@example.org or you can call us at 202-547-7773.
- You are in the United States on an A, H, F, J, L, M or Q visa
(See more information about tax returns for students and au pairs by clicking here. )
- You did work for an international organization
- You had income from overseas
- You moved to the United States during the tax year and do not have a green card or US citizenship
- You are a minister or member of the clergy
- You had a Health Savings Account
- You were a member of the Military (Military members can receive assistance at: http://www.militaryonesource.mil/web/mos/tax-services)
- You pay household help (For information on reporting this on your tax return, see: https://www.irs.gov/taxtopics/tc750/tc756)
Types of Income which are out of scope (we cannot prepare your return if you have any of these types of income)
- Cancelled Debt (Form 1099-C or 1099-A); unless it was cancelled personal credit card debt, there was no interest, and you were not insolvent at the time the debt was cancelled.
- Savings Bond if savings bond interest accrues each year
- The following types of Capital Gains/Investment Income:
- Sold a bond with accrued interest
- 1099-DIV amounts with Unrecaptured Sec.1250 gain, Section 1202 gain, Cash liquidation distributions, and Noncash liquidation distributions
- Sale of stock and basis is not listed on 1099, or was received as a gift.
- Sale of property other than main home
- K-1 income unless it is interest or dividend income, short or long term capital gains, or royalty income (only from a K-1).
- IRA: If distribution was from SIMPLE IRA or SEP IRA
- Farm income
- Rental income (including renting out rooms in your own home- no Air B&B)
- 1099-MISC income that is not reported in boxes 3 or 7
- Hobby income
- Itemized Deductions
- Casualty and Theft Losses
- Non-cash charitable (Goodwill, etc.) contributions greater than $500 (Form 8283)
- Vehicle donation
- Unreimbursed employee business expenses (Form 2106)
- Self-Employment, business or cash income where:
- Your business is a LLC
- The Primary source of income is use of your vehicle
- You need to file business income return on the state level, even if you are reporting the income on your individual tax return on the federal level.
- Hobby income
- Business expenses over $25,000
- Net loss, or loss carry over
- Inventory, or sale of goods
- You had employees or subcontractors
- You had business use of home
- You had casualty losses
- You have vehicle expenses and actual expenses instead of mileage
- You have depreciation
- You had expenses for rental or lease agreements for other than space
- You do not use cash method
Community Tax Aid does not discriminate based on race, color, national origin, sex, disability, age, and reprisal for previous civil rights activities. CTA will make every effort to provide reasonable accommodations to persons with physical disabilities, sensory loss, or limited English proficiency. These accommodations will be provided at no cost to the taxpayer.