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We hope the below Free File background and outreach materials can better inform your constituents, clients, taxpayers, and partners about this important and innovative public-private partnership during the upcoming tax season. We encourage you to use this information on your social media platforms and in your newsletters, press releases, op-eds or letters to the editor and other communications. Free File is available every year at www.irs.gov/freefile. Questions? Please contact Dave Macklin at [email protected]. What is Free File? Free File is a partnership between the IRS and brand-name tax software companies that has helped more than 50 million people since 2003 accurately prepare their tax returns, capturing all credits and deductions to maximize their refund, at no cost. This alliance enables 70 percent of all taxpayers – individuals and families with an adjusted gross income of $66,000 or less for Tax Year 2017– to use the best-known and most trusted commercial tax preparation software products for free. There is no cost to the government to deliver this free service to hard-working Americans. Because the tax software companies donate their products, this program comes at no cost to the government, and in fact saves taxpayer dollars by encouraging e-filing versus filing paper returns. The tax software products – the same popular products people buy every year – make tax filing easy, walking taxpayers through the process of filing online, cutting down on errors and helping taxpayers get their refunds faster – with no hidden costs or fees. Taxpayers can use Free File anywhere – in the comfort of their own home, or anywhere that has a computer with Internet access. They just visit www.irs.gov/freefile and choose the product that’s best for them. Free File has helped taxpayers save more than $1.3 billion in tax preparation fees since it began. And just as importantly, by enabling people to prepare their own returns, Free File empowers people to learn more about their taxes and take control of their financial life. Free File is a companion to other IRS programs that provide reliable tax preparation to the public at no cost, especially the IRS Volunteer Income Tax Assistance (VITA) program. VITA services are offered through thousands of community-based organizations and connects taxpayers to IRS-certified volunteers who are trained – and deeply passionate about – preparing returns for eligible individuals and families. Some VITAs also provide taxpayers access to Free File products at their sites, designating computers, workstations and volunteers for coaching and encouragement as the taxpayer prepare his returns with the tax software.

What is Free File?€¦ · Free File saves taxpayers’ money at tax time by helping them avoid tax preparation fees and ensuring their return is accurately completed. Since Free

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Page 1: What is Free File?€¦ · Free File saves taxpayers’ money at tax time by helping them avoid tax preparation fees and ensuring their return is accurately completed. Since Free

WehopethebelowFreeFilebackgroundandoutreachmaterialscanbetterinformyourconstituents,clients,taxpayers,andpartnersaboutthisimportantandinnovativepublic-privatepartnershipduringtheupcomingtaxseason.Weencourageyoutousethisinformationonyoursocialmediaplatformsandinyournewsletters,pressreleases,op-edsorletterstotheeditorandothercommunications.FreeFileisavailableeveryyearatwww.irs.gov/freefile.

[email protected].

WhatisFreeFile?• FreeFileisapartnershipbetweentheIRSandbrand-nametaxsoftwarecompaniesthathashelpedmore than50millionpeoplesince2003accuratelypreparetheirtaxreturns,capturingallcreditsanddeductions tomaximizetheirrefund,atnocost.

• This allianceenables70percentofall taxpayers– individuals and familieswith an adjusted gross incomeof$66,000 or less for Tax Year 2017– to use the best-known andmost trusted commercial tax preparation softwareproductsforfree.Thereisnocosttothegovernmenttodeliverthisfreeservicetohard-working Americans.

• Becausethetaxsoftwarecompaniesdonatetheirproducts,thisprogramcomesatnocosttothe government,andinfactsavestaxpayerdollarsbyencouraginge-filingversusfilingpaperreturns.

• Thetaxsoftwareproducts–thesamepopularproductspeoplebuyeveryyear–maketaxfilingeasy, walkingtaxpayersthroughtheprocessoffilingonline,cuttingdownonerrorsandhelpingtaxpayersget theirrefundsfaster–withnohiddencostsorfees.

• TaxpayerscanuseFreeFileanywhere–inthecomfortoftheirownhome,oranywherethathasacomputer withInternetaccess.Theyjustvisitwww.irs.gov/freefileandchoosetheproductthat’sbestforthem.

• FreeFilehashelpedtaxpayerssavemorethan$1.3billionintaxpreparationfeessinceitbegan.Andjustas importantly,byenablingpeopletopreparetheirownreturns,FreeFileempowerspeopletolearnmore abouttheirtaxesandtakecontroloftheirfinanciallife.

• FreeFileisacompaniontootherIRSprogramsthatprovidereliabletaxpreparationtothepublicatnocost, especiallytheIRSVolunteerIncomeTaxAssistance(VITA)program.VITAservicesareofferedthrough thousandsofcommunity-basedorganizationsandconnectstaxpayerstoIRS-certifiedvolunteerswhoare trained–anddeeplypassionateabout–preparingreturnsforeligibleindividualsandfamilies.SomeVITAsalso providetaxpayersaccesstoFreeFileproductsattheirsites,designatingcomputers,workstationsand volunteersforcoachingandencouragementasthetaxpayerpreparehisreturnswiththetaxsoftware.

Page 2: What is Free File?€¦ · Free File saves taxpayers’ money at tax time by helping them avoid tax preparation fees and ensuring their return is accurately completed. Since Free

WhoiseligibleforFreeFile?

• FreeFileisavailabletothe70percentofAmericanswhomade$66,000orlessinadjustedgrossincomein2017.

• In2018,twenty-twostatesandtheDistrictofColumbiawillalsohaveStateFreeFileprograms,ensuringtheseeligibleresidentscanfileboththeirfederalandstatetaxreturnsforfree.TheFreeFilestatesare:AZ,AR,DC,GA,ID, IN,IA,KY,MA,MI,MN,MS,MO,MT,NC,ND,NY,OR,RI,SC,VT,VA,andWV.

SampleTwitterContent:

• GetfreetaxhelpthroughtheIRS–DIYwith#FreeFileorin-personwith#VITA.Learnwhatoptionisbestforyouatwww.IRS.gov.

• 70%ofalltaxpayersareeligibletopreparetheirtaxesatnocostthrough#FreeFile.Learnmoreatwww.irs.gov/freefile.

• I’mproudtosupport#FreeFileandhelptaxpayersfiletheirtaxesforfree.Seeifyouqualifyatwww.irs.gov/freefile.

• Low-andmoderate-incomefamiliesmaybeeligibletofiletheirtaxeswith#FreeFile.Learnmoreatwww.irs.gov/freefile.

• #FreeFilesavesbothtaxpayersandthegovernmentmoney. It’sawin-win!Visitwww.irs.gov/freefile.

• #FreeFilesavestaxpayerstimeandmoneyeachtaxseason.Checktoseeifyou’reeligibleatwww.irs.gov/freefile.

Page 3: What is Free File?€¦ · Free File saves taxpayers’ money at tax time by helping them avoid tax preparation fees and ensuring their return is accurately completed. Since Free

SampleFacebookContent:

• TheIRSofferstaxprepandfilingatnocosttomillionsofpeopleeachyear.Forthoseseekingin-personassistance,IRS-certifiedvolunteersareavailableatmorethan12,000VolunteerIncomeTaxAssistance(VITA)sitesnationwidetohelpmaximizeyourrefundfreeofchargewithoutworryingabouthiddenfees.Orforthosewhowanttofilefromhome,checkoutFreeFile–ado-it-yourselfsoftwaresolutionthatprovidesreputableandreliabletaxsoftwareproductsatnocost.Learnwhatprogramisbestforyouatwww.irs.gov.

• 70percentofalltaxpayersareeligibletofiletheirtaxesusingtheFreeFileprogram.VisitIRSFreeFiletolearnmoreandfindoutifyou’reeligible.www.irs.gov/freefile.

• I’mproudtosupportFreeFile,whichhelpseligibletaxpayersfiletheirtaxesatnocost.Learnmore:www.irs.gov/freefile.

• FreeFilehelpslow-and-moderateincomefamiliesfiletheirtaxesatnocostandclaimeverycreditanddeductiontheydeserve.VisitIRSFreeFiletolearnmore:www.irs.gov/freefile.

• FreeFilehelpseligibletaxpayerssavetimeandmoneyduringtaxseason.I’mproudtosupporttheprogramandhelpmyconstituentsfiletheirtaxesonlineatnocost.Followthelinktolearnmore:www.irs.gov/freefile.

• Government,theprivatesectorandcommunitygroupsworktogethertoensurethatFreeFiledoesn’tjustsavetaxfilersmoney–itsavesalltaxpayersmoney!ProcessingelectronicreturnsislessexpensivefortheIRS,soFreeFiledoesn’tcostadimeoftaxpayermoney.VisitIRSFreeFiletolearnmore:www.irs.gov/freefile

• YoucanalsopostthefollowingvideotoyoursocialmediaaccountstoexplainthebenefitsofFreeFile:www.youtube.com/watch?v=VQF2yTq-6no

Page 4: What is Free File?€¦ · Free File saves taxpayers’ money at tax time by helping them avoid tax preparation fees and ensuring their return is accurately completed. Since Free

FORIMMEDIATERELEASE–[DATE]

CONTACT:[ELECTEDOFFICIALCONTACT-PHONENUMBER]

THEFREEFILEPROGRAM:ANEASY,NOCOSTWAYTOFILEYOURTAXES

IRS,brand-namesoftwarecompaniespartnertoprovidenocosttaxfilingservices–maximizingtaxpayers’refundswithnohiddencostsorfees

[CITY,STATE]–[ELECTEDOFFICIAL]todayurgedallresidentstousetheFreeFileprogram,apartnershipwiththeInternalRevenueService(IRS)thatprovidesmostAmericans–atnocost–brand-nametaxsoftwaresotheycanfiletheirtaxesforfreeandreceiveallthecreditsanddeductionsforwhichtheyareeligible.

MillionsoftaxpayershavebenefitedfromFreeFile–apartnershipbetweentheIRS,brand-nametaxsoftwarecompanies,andcommunity-basedorganizations.Since2003,theFreeFileprogramhasbenefitedmorethan50millionpeoplewithanefficient,nocostwaytoprepareandsecurelyfiletheirtaxesonlinewhilemaximizingtheirrefund.FreeFileprovidesaccesstoreputableandreliablesoftwarethatusesasimpleinterview-styleprocesstohelptaxpayersidentifyallthecreditsanddeductionsforwhichtheyareeligible.Thisdo-it-yourselfsolutionallowstaxpayerstouseFreeFileanywhere–inthecomfortoftheirownhome,oranywherethathasacomputerwithInternetaccess.

FreeFileisacompaniontotheIRS’otherprogramsthatprovidereliabletaxpreparationtothepublicatnocost,especiallytheIRSVolunteerIncomeTaxAssistance(VITA)program.VITAservicesareofferedthroughthousandsofcommunity-basedorganizationsandconnectstaxpayerstoIRS-certifiedvolunteerswhoaretrained–anddeeplypassionateabout–preparingreturnsforindividualsandfamilies.SomeVITAsalsoprovidetaxpayersaccesstoFreeFileproductsattheirsites,designatingcomputers,workstationsandvolunteersforcoachingandencouragementasthetaxpayerpreparehisreturnswiththetaxsoftware.

“[INSERTCUSTOMQUOTE],”said[ELECTEDOFFICIAL].

FreeFilesavestaxpayers’moneyattaxtimebyhelpingthemavoidtaxpreparationfeesandensuringtheirreturnisaccuratelycompleted.SinceFreeFiledebuted,taxpayershavesavedmorethan$1.3billionintaxpreparationcosts.Atthesametime,becausethesetaxsoftwarecompaniesdonatetheirproductstotheIRS,thisprogramcomesatnocosttothegovernment,andinfactsavesmoneybypromotinge-filingversuspaperreturns.

Eachyear,tensofthousandsofAmericansreceiveasmallerrefundbecausetheyfailtoclaimalltheireligiblecreditsanddeductions.FreeFilehelpscombatthisproblem,withnohiddencostsorfees.Theprogramalsoempowerstaxpayerstolearnmoreabouttheirtaxesandtakecontroloftheirfinanciallives.About70percentofalltaxpayers–ingeneral,thoseearning$66,000orlessin2017–qualifyforthisprogram.Twenty-twostatesplustheDistrictofColumbiaalsohavestateFreeFileprograms,makingiteasyforeligibletaxpayerstofileboththeirfederalandstatetaxreturnonlineatnocost.

ToseeifyouqualifyandlearnmoreabouttheFreeFileprogram,visit:www.irs.gov/freefile.