Trillium Family Solutions is once again assisting individuals and families with FREE filing of federal and state taxes through The Ohio Benefit Bank. The Ohio Benefit Bank focuses on connecting Ohioans with their full tax refunds. The OBB believes that no one should have to fight to keep the money they have earned, so we work to make federal and state tax filing as easy as possible for Ohioans.

We want to help you HANG ON to your complete refund and all of the credits that your family may be eligible for. Most households that make under $60,000 can file their state and federal taxes for FREE with The Benefit Bank. Everyone who files with The Benefit Bank is screened for various credits, including the Earned Income Tax Credit, which are often missed by Ohioans filing their taxes otherwise. By e-filing, Ohioans can maximize their refunds while receiving their refunds in 14 days or less.

There are situations that require a client to make a certain entry on his/her tax return, fill out a particular form, or income limits that The Benefit Bank has set that may prevent him/her from using The Benefit Bank. Below is a list of those situations:

• The household adjusted gross income (AGI) is higher than $60,000
• The person is a business owner or a statutory employee that must file Schedule C
• The person and his/her spouse are dual-status or non-resident aliens
• The client has to make any of the following payments:Penalty for underpayment of estimated tax, Alternative minimum tax, Household employment taxes
• The client has codes R, P or T in box 12 of his/her W-2

To file your federal taxes, please bring the following:

Personal Information

• Home address and phone number
• Social Security Numbers (SSN) or, for people with no SSN, Individual Tax Identification Number (ITIN) for you, your spouse, your former spouse and your dependents (as applicable)
• Birth dates for you, your spouse, your former spouse and your dependents (as applicable)
• Bank account number and routing number for direct deposit or withdrawal
• Agreements or court orders showing who can claim dependents if divorced or separated

Federal return forms/schedules/worksheets

• Previous year's Form 1040 and its attached schedules, worksheets and forms
• Current year's Form 1040-ES (estimated quarterly payments)
• Current year's Form 4868 (request for extension to file the tax return)

Income documents for you and your spouse, if filing jointly

Expense records for you and your spouse, if filing jointly

• Child and Dependent Care: Provider's address and SSN or Employer Identification Number (EIN)
• Employment and Business: Traveling, entertainment, vehicles, dues to professional organizations/unions, etc.
• Contributions to Retirement Plans: IRA (Form 5498), 401(k), 403(b), etc.
• Medical and Dental Expenses: Prescription costs, fees to a doctor, insurance premiums, transportation costs, etc.
• Home: Mortgage interest/insurance premiums paid (Form 1098), real estate taxes paid (Form1098), real estate taxes paid, Mortgage Credit Certificate (if approved by a state/local government)
• Education: tuition and fees (Form 1098-T) and student loan interest (Form 1098-E)
• Charitable Contributions: Monetary and property
• Disaster and Theft Losses: Original cost of property, reimbursement amounts from insurance or other sources and fair market value before and after loss
• Miscellaneous: Alimony/separate maintenance payments (recipient's SSN or ITIN is required), gambling losses, penalties for early withdrawals on bank accounts.

To schedule your FREE federal and state tax filings please call 330-454-7066 ext 328. Visit the calendar on our website for upcoming Tax Clinics in the Community. Contact The Ohio Benefit Bank toll free at 1-800-648-1176 or visit www.ohiobenefits.org for more information regarding The Benefit Bank.

Self-serve filing is also available through any computer with an internet connection. Visit Trillium's Self-Serve site to file your taxes now!