Resources are available for individuals who need assistance preparing their tax returns, including free tax preparation services (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).) for those who qualify.

Getting Organized

Before preparing your taxes, take the time to organize your paystubs, W-2 forms sent from your employers, tax statements sent by banks or credit unions and other important documents. This will not only help you with preparing your taxes, but a good habit to maintain while managing your finances.

Free Tax Return Assistance

Qualified individuals may be eligible to receive free tax preparation services through their credit union and claim the Earned Income Tax Credit (EITC). The Earned Income Tax Credit is designed to help low- to moderate-income individuals, military personnel and the elderly keep more of their earnings.

If you require assistance, check with your local credit union to see if the service is available or visit IRS.gov (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).) .

Tax Return Assistance for Veterans

The Internal Revenue Service (IRS) is committed to providing assistance to veterans and veterans with disabilities. They work with community and government partners to provide timely federal tax-related information to veterans about tax credits and benefits, free tax preparation, and asset-building opportunities available to them.

Free Tax Return Preparation for Veterans (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).)
Tax Information for Veterans with Disabilities (You will be leaving NCUA.gov and accessing a non-NCUA website. We encourage you to read the NCUA's exit link policies. (opens new page).)

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