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An Orientation for Community Based Organizations

An Orientation for Community Based Organizations. Intuit Tax Freedom Project. February 19, Ames, Iowa. Today We Will…. If You Had a Crystal Ball…. Free File Overview. Intuit in TY ‘09. Possible additional slide re: VITA program specifically. The History: VITA & Intuit. TY ‘10. TY ‘09.

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An Orientation for Community Based Organizations

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  1. An Orientation for Community Based Organizations Intuit Tax Freedom Project February 19, Ames, Iowa

  2. Today We Will…

  3. If You Had a Crystal Ball…

  4. Free File Overview

  5. Intuit in TY ‘09

  6. Possible additional slide re: VITA program specifically The History: VITA & Intuit TY ‘10 TY ‘09 • TY’10: • Louisville, KY – Louisville Asset Building Coalition • Tucson, AZ – United Way of Tucson and Southern Arizona • San Francisco, CA – Goodwill • Buffalo, NY – Educational Opportunity Center • NYC – Department of Consumer Affairs • Little Rock, AR – Central Arkansas Development Council • Atlanta, GA – Atlanta Prosperity Campaign • Virginia: • Martinsville – United Way of Henry County and Martinsville • Richmond – Metro CASH • Arlington – Enterprise Development Group • Fredericksburg – Rappahannock United Way • Rocky Mount – STEP (Support to Eliminate Poverty) • Norfolk - STOP (Southeastern Tidewater Opportunity Project) 2 6 • TY’09: • Providence, RI • New York, NY • Louisville, KY • Little Rock, AR • Atlanta, GA • Tucson, AZ • San Francisco, CA • Chicago, IL

  7. www.IRS.gov

  8. State Department of Revenue Sites

  9. Eligibility Criteria TY09

  10. www.IntuitEmpowers.com

  11. www.IntuitEmpowers.com

  12. www.IntuitEmpowers.com

  13. www.taxfreedom.com

  14. Sally Jones’ Profile • Sally’s Personal Information • Date of Birth: 07/01/1980 • SS# 222-22-2222 • Phone number: (515) 555-1234 • Job title: clerk • Marital Status: divorced for 2 years • Children living full time with her: 1 • Filing Status: head of household • She has not lived in any other states • Charitable Contributions: $250 • She and Delia are both US citizens who lived in IA the entire year • Sally rents her home • Delia’s school is in Ames School District • Sally did not pay for tuition or textbooks for Delia • Neither Sally nor Delia have health insurance • Sally DID NOT received an economic recovery payment last year • Sally paid $287 in job search related costs last year (website fees and registrations, resume writing workshop fee) Sally is a divorced mom who has full custody of her one daughter, Delia. She works at a local pottery store. Delia is in after school care and goes to summer camps so that Sally can work. • Delia Jones is Jane’s daughter; she has full custody of her • Delia’s birthday is 09/23/2000 • Delia’s Social Security number is 444-44-4444 • Day Care: • Sally paid a TOTAL of $2200 in child care services last year so she could work: • To the Happy Day Care Center she paid $1000 total, for after school care • The Center’s EIN # is 13-1234567. • The Center’s address is 5300 Lemon Hill Avenue, Ames, IA 50015 • Their phone number is 515-555-5678 • To the Sunshine Summer Camp she paid $1200 for summer programs • The Summer Camps’ EIN# is 13-6789123 • The Summer Camps’ address is 2807 Apple Orchard Way, Ames, IA 50015 • Their phone number is 515-555-4321

  15. 22222 13-2233444 23,000.00 2,856.00 23,000.00 1,426.00 The Pottery Place 200 Griswald Street Ames, IA 50015 23,000.00 333.50 222-22-2222 Sally Jones 5212 Lemon Hill AvenueAmes, IA 50015 IA 13-7654321 23,000.00 443.00 23,000.00 0.00 Sally Jones’ W-2 MO IA

  16. Log-on Pages

  17. Entering Sally’s Data

  18. 22222 13-2233444 23,000.00 2,856.00 23,000.00 1,426.00 The Pottery Place 200 Griswald Street Ames, IA 50010 23,000.00 333.50 222-22-2222 Sally Jones 5212 Lemon Hill Avenue Ames, IA 50010 IA IA 13-7654321 23,000.00 443.00 23,000.00 0.00 Question Numbers Match

  19. Childcare Expenses There are 2 providers

  20. www.taxfreedom.com

  21. TurboTax Freedom Edition What do you think so far?

  22. Filing the Return

  23. E-file PIN From Last Year

  24. AGI From Last Year

  25. Contact IRS for a PIN

  26. TTFE Feedback

  27. How you may need to help • Set up email • Print log-on info • Log on to TTFE • Help find help in TurboTax Freedom Edition

  28. Find 6 areas for help…

  29. Let’s Make this Work Together • How could this program benefit your organization? • How can you can support this program in your community? • Why might people you serve not use this program?

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