Faq's

Frequently Asked Questions

•  Where is my Refund?

•  How do I get my Form W-2?

•  How do I find a Bell Tax Service Office?

•  What information should I bring to Bell Tax Service?

•  How much does it cost to have my taxes prepared at Bell Tax Service?

•  I need to change my withholding. How do I update my personal information?

•  What is the Referral Program?

•  What is the Earned Income Tax Credit (EITC) and am I eligible?

Q: How do I get my Form W-2?

A: Your employer is required to mail your completed Form W-2 (copies B, C, and 2) showing your compensation and tax withholding amounts for the calendar year by January 31. If you do not receive your W-2 by January 31, contact your employer to confirm your address and find out when the form was mailed. If you have not received your W-2 by February 15, then call the IRS at 1-800-829-1040. A representative will complete a W-2 complaint on Form 4598, Form W-2, or 1099 Not Received or Incorrect.

Q: How do I find a Bell Tax Service Office?

A: Visit the Locations Tab.

Q: What information should I bring to Bell Tax Service?

A: Make sure to bring the following materials to your tax interview:

•  Wage statements (Form W-2)
•  Pension, or retirement income (Forms 1099-R)
•  Social Security card(s)
•  Driver’s license(s)
•  Dependents’ Social Security numbers and dates of birth
•  Last year’s tax return
•  Information on education expenses
•  Commissions received and/or paid
•  Information on the sales of stocks and/or bonds
•  Self-employed business income and expenses
•  Lottery and/or gambling winnings and losses
•  State refund amount
•  Social Security and/or unemployment income
•  Income and expenses from rentals
•  Alimony paid or received
•  Record of purchase or sale of real estate
•  Medical and dental expenses
•  Real estate and personal property taxes
•  Estimated taxes or foreign taxes paid
•  Cash and non-cash charitable donations
•  Mortgage or home equity loan interest paid (Form 1098)
•  Unreimbursed employment-related expenses
•  Job-related educational expenses
•  Childcare expenses and provider information

Q: How much does it cost to have my taxes prepared at Bell Tax Service?

A: The cost of tax preparation is based upon the complexity of your tax return. Fees are set locally at each Bell Tax Service. To learn more, please contact your local Bell Tax Service office.

Q: I need to change my withholding. How do I update my personal information?

A: Use Form W-4, Employee’s Withholding Allowance Certificate . If you get married or divorced, if a child is born, or if you no longer can claim a child as your dependent, you will need to complete a new Form W-4. When you begin to work at a new company, your employer must give you a Form W-4 to complete. You can also request a Form W-4 from your employer at any time to reflect a change in your tax situation.

Q: What is the Referral Program?

A.  For each person that you refer to any of the Bell Tax Services listed on the locations tab you can receive $25.

Q: What is the Earned Income Tax Credit (EITC) and am I eligible?

A: EITC, the Earned Income Tax Credit, sometimes called EIC is a tax credit to help you keep more of what you earned. It is a refundable federal income tax credit for low to moderate income working individuals and families. Congress originally approved the tax credit legislation in 1975 in part to offset the burden of social security taxes and to provide an incentive to work. When EITC exceeds the amount of taxes owed, it results in a tax refund to those who claim and qualify for the credit.

2013 Tax Year

Earned Income and adjusted gross income (AGI) must each be less than: $46,227 ($51,567 married filing jointly) with three or more qualifying children $43,038 ($48,378 married filing jointly) with two qualifying children $37,870 ($43,210 married filing jointly) with one qualifying child $14,340 ($19,680 married filing jointly) with no qualifying children Tax Year 2013 maximum credit: $6,044 with three or more qualifying children $5,372 with two qualifying children $3,250 with one qualifying child $487 with no qualifying children Investment income must be $3,300 or less for the year.

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6945 S. Stony Island Ave, Chicago, IL 60649
773.994.3300

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773.287.4403

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