Schedule your Tax Appointment Online now or call 1-877-527-5630 to schedule it over the phone!
What’s New in 2019?
We are now Certified Acceptance Agents!
General ITIN information
Questions about how to apply for an Individual Taxpayer Identification Number (ITIN)? Please visit the IRS for more information. You can view the IRS website in the following languages:
ITIN Assistance or Renewal
Close to 2 million ITIN holders have ITINs that will expire this year. ITINs with the middle digits listed below will expire at the end of this year (December 31, 2018). Also, if you have not used your ITIN in either 2015, 2016 or 2017 tax returns, your ITIN will expire. Get help with your renewal by contacting Certifying Acceptance Agents at NeighborWorks Umpqua or IRS Taxpayer Assistance Centers:
|Bend||250 NW Franklin Avenue||541-706-5732|
|Eugene||211 E Seventh Street||541-342-8745|
|Medford||960 Ellendale Drive||541-282-1350|
|Portland||1220 SW Third Avenue||503-265-3501|
|Salem||1660 Oak Street SE||503-567-3101|
Or call 844-545-5640 to schedule an appointment anywhere in Oregon.
ITINS with the following middle digits:
Will expire at the end of the year!
Self Service Now Available
Drop Off Now Available!
Live out of town? Can’t make it in? Depending on your location we might be able to come to pick up your documents and schedule a time to come back to you to finish the filing process. Please contact us for approval.
Our tax preparation services and education are free offerings built to meet your needs and your family’s needs. With 2 locations for 2019, NeighborWorks Umpqua is poised to make a bigger splash than last year. On this page you will find more information on our tax preparation service, a way to volunteer, and information on the Earned Income Tax Credit. For more information call 1-877-527-5630.
Why offer Tax Preparation Service and Education?
According to the Senate Majority Office with the Oregon State Legislature, in 2013 – the most recent year of available statistics – Oregon’s participation with Earned Income Tax Credit (EITC) was 74 percent, well below the 80-percent national average. We hope to increase that number by helping individuals file their taxes and participate in the EITC along with other tax credits that could be missed.
Volunteer for our Tax Preparation Service
To help with this need, we are seeking interested persons to volunteer for our Volunteer Income Tax Assistance Sites in Roseburg and Coos Bay areas. No experience is needed to volunteer, but all interested persons need to commit to volunteer a minimum of 80 hours (40 training hours and 40 tax filing) in either the Roseburg or Coos Bay areas. After passing the IRS exams to be a volunteer preparer, our volunteers will work as a team to prepare and file taxes for interested individuals. Tax preparation sites will open February 4, 2019, and go through April 11, 2019. With these volunteer-led tax sites, we are hoping to increase participation in tax credits like the EITC that are often missed with self-filing. Those interested in volunteering should contact Sabrina at email@example.com or 541-673-4909. For more information about the EITC, scroll below.
Tax Preparation Sites
Roseburg Tax Prep Site
Roseburg Senior Center
1614 SE Stephens St
Roseburg, OR 97470
North Bend Tax Prep Site
Pony Village Mall
1611 Virginia Ave #166
North Bend, OR 97459
The Earned Income Tax Credit and You
What is the Earned Income Tax Credit?
The Earned Income Tax Credit (EITC) is a measure designed to support anyone earning wages through a tax refund. This works by returning a portion of the federal taxes qualifying workers and families paid into the system.
NeighborWorks Umpqua is dedicated to making sure that workers in our communities get their fair share of the return that is rightfully theirs. Below are some of the most common questions asked about the EITC. We hope the answers help you determine if you, or someone you know, is owed Earned Income Tax Credit money from the federal government.
Who can apply?
Who qualifies for the EITC refund?
- You (plus your spouse if you are married) and your children have Social Security numbers.
- You earn income either working for yourself or as an employee.
- You do NOT use the Married Filing Separately filing status.
- You are a U.S. citizen or resident alien all year, a nonresident alien married to a U.S. citizen or a resident alien and filing a joint return.
- Someone else cannot claim you as a qualifying child for the EITC.
- You do not have foreign earned income for which you must file Form 2555 or Form 2555 EZ.
- You do not have income derived from investments greater than $3,400 in interest, dividends or other investment income
Do I have to earn really low income to qualify for an EITC refund?
What is a “qualifying child” and how do I know if my child or children will qualify me for an EITC refund?
Relationship: A qualifying child can be your son, daughter, adopted child, step-child, foster child or a descendant of any of these, such as your grandchild. A qualifying child could also be your brother, sister, half-brother, half-sister, step-brother, step-sister or a descendant of any of these such as your niece or nephew
Age: At the end of the filing year, your qualifying child was younger than you (or your spouse if you are filing a joint return) and younger than 19; or at the end of the filing year, your qualifying child was younger than you (or your spouse if you are filing a joint return), younger than 24 and a full-time student; or at the end of the filing year, your qualifying child was any age and permanently and totally disabled.
Only one person can claim the same qualifying child. If a child qualifies for more than one person and one of the persons is a parent or parents, the non-parent can claim the child only if their Adjusted Gross Income is higher than the parent(s)
A qualifying child cannot file a joint return for the tax year unless the child and the child’s spouse did not have to file separately.
Be sure to ask your tax preparer if you have any questions about whether you have a qualifying child in your household. For more information on qualifying children, click here (https://www.irs.gov/credits-deductions/individuals/earned-income-tax-credit/qualifying-child-rules)
Are there any restrictions that would make me not eligible when applying?
- Child support
- Retirement income
- Social Security benefits
- Unemployment benefits
- Earned income during incarceration
Below are some other types of income that are not considered for the EITC refund:
- If you have foreign earned income for which you must file Form 2555 or Form 2555 EZ.
- You have investments greater than $3,400 you are not considered eligible for the EITC refund
If you have any doubts or unsure if any of these types of incomes apply to you, please check with your tax preparer.
I didn’t make enough this year to need to file taxes. Can I get an EITC refund?
I did not qualify last year. Should I apply?
I think I may qualify for EITC for last year but did not apply. What should I do?
Where can I go to get more information on the EITC?
Finally, we at NeighborWorks Umpqua would be happy to help direct you to direct services in your county. Contact Katelyn at firstname.lastname@example.org or 541-673-4909.