FREE TAX PREPARATION AND ELECTRONIC FILING

The Camp Lejeune Base Tax Center opens for 2022 tax returns on 23 January 2023.

The IRS filing deadline is 17 April 2023.

Hours of Operation:

Location: Bldg. 50 Lucy Brewer Ave

Services:  Free income tax preparation and filing for 2022, 2021, 2020, and 2019 State and Federal tax returns.

For questions or to make an appointment, please call 910-451-3030 or 910-451-5351.

*Appointments are reserved for taxpayers with rental income, business income, itemized deductions or tax returns that may require additional time due to unique circumstances of the taxpayer.

*Required documents vary based on the taxpayer’s circumstances. Below is a list of items or documents commonly used in the preparation of tax returns. The taxpayer must bring all documents necessary to file their return; tax returns cannot be prepared without required supporting documents. Please bring copies; the tax center will not make copies of your documents.

• Taxpayer’s social security cards (if married filing jointly both spouse’s social security cards)  (required for all taxpayers) 

• Valid picture identification card (required for all taxpayers) 

• Social Security card/ITN numbers for all dependents claimed on tax return

• W2 (wages or salaries from all employment sources for the tax year)

• Interest from checking or saving account, bonds, CD, or brokerage account (1099-INT, 1099-DIV, etc)

• State tax refund (if itemized)

• Alimony income (for divorce before 2019)

• Pension and/or IRA distribution (1099-R)

• Unemployment income (1099-G)

• Other income such as gambling winnings, awards, prizes and jury duty

• Education expenses (1098-T)

• Real estate tax/personal property tax

• Charitable contributions

• Child care provider’s tax ID or SSN for any child/dependent care expenses

• Estimated tax payments

• Bank account information to direct deposit tax refund

• Power of Attorney if filing a joint return and one spouse is unavailable to sign the tax return in person

• All rental property information if claiming rental income            

• Economic impact payments (IRS Notice 1444-C or amount of 3rd Stimulus Payment) If filling prior year tax returns.

• Advanced Child Tax Credit (IRS letter 6419) If filling Prior year tax return.

• Self-employment income (Uber, Lyft, delivery service, etc)

• Previous year’s tax return (recommended)

• Any information you think will help properly prepare your tax return  

NEW!!!

PICK-UP AND DROP-OFF OPTION

The Tax Center is offering a drop-off and pick-up program for Tax Year 2022 basic tax returns (federal and state returns). Drop-off services are available anytime during normal hours of operation. Every Wednesday the Camp Lejeune Tax Center will prioritize pick-up/drop-off services. Any tax return dropped off on a Wednesday will be ready for pick-up the following Wednesday.

Basic tax return:

• W-2 income (income only from wages, salaries, tips, taxable scholarship or fellowship grants, or unemployment compensation)

• Limited interest, dividend, stock and bond income (1099-INT/1099-DIV/1099-B) – income from these sources not to exceed $1,500

• Standard deduction ($12,950 single; $25,900 married filing jointly)

• Student loan/education deductions (1098-E)

• No children or other dependents

NOT for:  

• Self-employed – for example rideshare drivers (Uber/Lyft) 

• Rental income

• Earnings from investments like stocks and bonds greater than $1,500

• Itemizing

What you can expect:

• During your visit you will fill out Intake/Interview & Quality Review Sheet (Form 13614-C rev. 10-2021) and sign it. If Married Filing Jointly both spouses must sign the 13614-C, only one spouse needs to be present at the drop-off. Copies of Form 13614-C are available for pick at the tax center or can be completed prior to your visit at https://www.irs.gov/pub/irs-pdf/f13614c.pdf.

• You must bring your picture State ID, Social Security card(s), and all tax information including (but not limited to) W-2s, 1099’s, and 1098’s.

• You must make copies of all tax documents necessary to complete your tax return; documents will NOT be returned.

• A tax preparer will go over all of your information with you and answer any questions you may have. You will leave all of your tax documents with the Tax Center. Once your tax return is prepared, you will receive a call notifying you to return to the Tax Center to complete your return.

YOUR TAX RETURN WILL NOT BE FILED UNTIL YOU HAVE REVIEWED AND VERIFIED YOUR RETURN IS ACCURATE AND AUTHORIZE IRS E-FILE BY SIGNING FORM 8879.  

If Married Filing Jointly, both taxpayers must be present to verify and sign or have a valid Power of Attorney from the absent spouse authorizing signing/e-filing of the tax return on the absent spouse’s behalf. (Notary services and Powers of Attorney are available at the Camp Lejeune Legal Assistance Office, Bldg. 66.)