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TAX CLINIC PROGRAM SERVICES

By using the free services offered through the Tax Clinic Program (TCP), KTPS Business & Tax Clinic help clients take a step forward in relieving the stress of financial insecurity. 

Free services available through the Tax Clinic Program include:

 

We are currently are closed for appointments!

  • Preparation of Federal and Illinois income tax returns for full-year Illinois residents*

  • E-file services for tax returns

  • Preparation of 2021 and 2020 tax returns.

*For clients who are in-scope for our services, we can prepare a federal tax return and a state tax return where one of the following requirements is met:

  • Clients were full-year Illinois residents with income only in Illinois for the tax year – in this situation, the state return can be prepared at the KTPS Business & Tax Clinic site. (KTPS Business & Tax Clinic does  NOT prepare state tax returns for residents of other states, or for partial-year Illinois residents)

We are currently ACCEPTING APPOINTMENTS!

Both IN-PERSON & VIRTUAL

ELIGIBILITY REQUIREMENTS:

  • Tax Clinic Program can e-file the 2021 tax return of any client that is eligible to e-file and that wants to submit their tax return electronically instead of through the mail.

  • The tax return cannot be e-filed, nor a copy provided to the taxpayer(s) until :

  • Both signatures are secured on the tax return or on Form 8879, IRS e-file Signature Authorization.

OUT-OF-SCOPE: INELIGIBLE INCOME/EXPENSES:

Tax Clinic Program can NOT prepare or amend returns for clients in the following situations:

  • Clients with income from rental property

  • Clients who receive Form 1099-A (Acquisition or Abandonment of Secured Property)

  • Clients who receive Form 1099-C (Cancellation of Debt) for discharged debt other than credit card (Box 4), and/or that shows interest (Box 3), and/or that has Code A (Box 6) showing that the client was insolvent at the time the debt was canceled

  • Clients who are in bankruptcy, even if Box 6 on the Form 1099-A/1099-C is not marked with Code A

  • Clients who have a Kiddie Tax scenario (When a student receives more scholarship money than is billed from the institution

  • Clients who lived or earned income outside of the state of Illinois

If you own your own business, Tax Clinic Progam cannot prepare your return if you:

  • Had business expenses of more than $35,000

  • Did not use the cash method of accounting

  • Had an inventory at any time during the tax year

  • Had a net loss from the business

  • Had employees during the year

  • Were required to file Form 4562, Depreciation and Amortization, for your business

  • Deduct expenses for business use of your home

A complete list of additional forms and tax situations that are also Out-of-Scope for VITA and KTPS business & Tax Clinic. ( click the PDF icon)

 

 

 

 

 

WHAT TO BRING:

PERSONAL IDENTIFICATION

  • Original Social Security card (or ITIN card/letter) for yourself and ALL individuals that appear on your tax return

  • If Married Filing Jointly, BOTH spouses must be present to have the return prepared 

  • Photo identification for yourself and your spouse (if you are filing a joint return)

  • Birthdates for all individuals that appear on your tax return

BANK ACCOUNT INFORMATION (IF YOU USE A BANK ACCOUNT)

  • Account number for your checking and/or savings account

  • Routing number for your bank or credit union
    Note: If you have a checkbook or a voided check, we will have enough information to allow for direct deposit of your tax refund (if you are eligible for a refund)

HEALTH INSURANCE INFORMATION:

Examples:

  • Proof of health insurance coverage (i.e. Form 1095-A, Form 1095-B, Form 1095-C, Medicare card) OR

  • Certificate of Exemption

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

WHERE’S MY REFUND?

To check on the status of your federal refund, please visit: https://www.irs.gov/refunds

You will need the following information:

  • Social Security number or ITIN

  • Filing status

  • Refund amount (Line 35a of your Form 1040)

If your search does not return a result, please reach out to KTPS Business & Tax Clinic to check on the status of your return by calling 630-470-1281.

To check the status of your Illinois state refund, please visit: https://mytax.illinois.gov/

 

 

RESOURCES

Internal Revenue Service (IRS)
www.irs.gov
(800) 829-1040
(800) 829-4059 (TDD)

Social Security Administration
www.ssa.gov/chicago
(800) 772-1213

Illinois Department of Revenue
tax.illinois.gov
(800) 732-8866
(800) 544-5304 (TDD)

Local Illinois Department of Revenue Offices:

James R. Thompson Center – Concourse Level
100 W. Randolph St.
Chicago, IL 60601-3274
(800) 732-8866

Maine North Regional Building
9511 Harrison Ave.
Des Plaines, IL 60016-1563
(847) 294-4200

INCOME & EXPENSE DOCUMENTS:

All income statements received for 2021

Examples:

  • Form W-2 (KTPS Business & Tax Clinic will not accept payment stubs in place of the W-2)

  • Social Security benefits statement SSA-1099

  • Form 1099-MISC

  • Form 1099-NEC

  • Form 1099-G

  • Form 1099-R

  • Form 1099-INT or DIV showing dividends paid or interest earned

NOTE: If you are still waiting on missing income documents, please do not come to the tax site until you have received ALL of your documents. You may need to contact your employer if you have not received your W-2 form by the end of January. Recent IRS processing changes have resulted in refund freezes lasting an average of 11 weeks for taxpayers to file without all of their income documents.

EXPENSE INFORMATION FOR 2021:

 

Some of the things that you paid for during the tax year are deductible. If you had any of the following, make sure to bring the appropriate tax document with you to the tax site. This includes:

  • Mortgage interest statement (Form 1098)

  • Second (or final) bill for property taxes paid

  • College Tuition and expenses for yourself or a dependent (Form 1098-T), student account transcripts, and other records related to amounts paid for college

  • Student loan interest paid (Form 1098-E)

  • Job-related expenses (if you are a sole proprietor or self-employed)

  • Child care expenses (Social Security Number or Tax Identification Number of the caretaker is required)

  • Your tax return from the previous tax year (if available)

IF YOU DRIVE FOR UBER OR LYFT:

Unfortunately, you are not eligible for this VITA Program.