Your efforts to help people get Economic Impact Payments (EIP) are essential. Many people will need help completing the IRS form for people who don’t file taxes (non-filers). Some people may need to file a 2019 tax return instead. Unfortunately, most typical places for help aren’t open due to physical distancing requirements. Additionally, the IRS isn’t accepting phone calls. The questions in this guide will help you to connect people to the support they need to get their payments.
Eligible individuals have until October 15th to file for their EIP this year. (People who miss this deadline can also file a 2020 tax return next year to receive the payment in 2021.)
Get started with EIP outreach efforts here: Stimulus Payment Outreach Resources
These are the key steps when building an outreach plan:
1. Connect to partners and help in your area. People will need support with filing taxes, completing the non-filer online form, and troubleshooting in tricky situations. Lack of access to this support will be a critical barrier for many people.
2. Direct people to other resources. You don’t need to be an expert on the EIP to do outreach. There are materials and templates you can use (linked below) that can expand your capacity.
3. Figure out your role and what you can offer. Do you and your organization have capacity to assist, refer, or notify?
To learn more about the payments, see A Guide to Economic Impact Payments for Advocates.
Before getting started with your outreach efforts, there are some questions you need to answer. Since there isn’t one place where you can find this information, plan to pick up the phone to make some calls.
1. What help is available locally?
You can direct people to different resources depending on their access and familiarity with technology. For those who are comfortable with technology, MyFreeTaxes.com and IRS Free File are options to file a tax return for free online. Those not required to file can go to www.irs.gov/eip and click the button for non-filers.
For those who need support, find out where you can direct people for local help. Some organizations and agencies may already be conducting Economic Impact Payment outreach activities. Start by contacting your local United Way and Community Action Agency.
There are 3 places to check first for free tax help:
1. VITA – Volunteer Income Tax Assistance (VITA) sites offer free, high quality tax preparation from IRS-certified volunteers. VITA sites help filers earning less than about $56,000 (some sites have different income guidelines). Due to the COVID-19 outbreak, many VITA sites are currently closed. Some sites are offering virtual services. Look up VITA sites in your area and call to ask about the help they provide.
2. Low Income Taxpayer Clinics (LITCs) – LITCs are programs at law schools, accounting schools, or legal services offices that provide assistance and legal representation to lower-income taxpayers who are in disputes with the IRS. Some LITCs are nonprofit organizations which provide community tax education programs to reach residents whose primary language is one other than English. Generally, LITCs do not offer free tax help. Due to the COVID-19 pandemic, some LITCs are helping people to file 2019 tax returns. Identify the LITCs that serve your area using this map.
3. H&R Block – The H&R Block website allows people to submit their information for Economic Impact Payments for free. The chain has a national policy that offices are to extend this practice to in-person help to get the payments, however there isn’t a process to enforce this. If remote VITA services aren’t available in your area, find out what the local H&R Block offices in your area are doing. If needed, consider contacting other paid tax preparers about their policies for in-person help.
In addition to the questions below, ask offices about their procedure if they help someone file for the Economic Impact Payment and learn that the person needs to file a tax return.
Here is a set of questions that can help guide conversations to learn about outreach activities and who is offering free tax help:
- What are you doing to help people get Economic Impact Payments?
- What are local sources for free help with the IRS non-filer form or tax filing?
- What free remote tax filing services do you offer, if any?
- What free in-person tax filing services do you offer?
- Do you provide free help with the IRS non-filer form for Economic Impact Payments?
- Are there any eligibility requirements to use your free tax preparation services?
- How do people make an appointment?
- What is the phone number people can call for questions?
- What are your hours of operation?
- Is there anything else people need to know before contacting you?
- Is the information you’ve shared available on a website?
- What is your name?
If no free local support is available, you can direct people to GetYourRefund.org, where they provide free, virtual tax preparation through the support of VITA volunteers. This service is available at a limited capacity, so direct people to local support first if possible.
Additionally, contact financial institutions to learn local options to support people to receive their payments.
- Are there banks or credit unions that offer free check cashing?
- What are their hours of operation?
- Are there local financial institutions that can help people open an account remotely? Use this list as a starting place to identify accounts that meet national standards for affordability and coalitions that work to connect people to bank accounts.
2. Are there local outreach materials being used?
As you learn about any existing outreach efforts underway, ask about what outreach materials are being used. The Get It Back Campaign has created resources for national use. Many of these resources can be customized to include local information.
If local materials exist, use those instead or in conjunction. This will help with consistency and allow you to share the most local and relevant sources for help.
3. What is your outreach role?
Once you determine what local resources are available to help non-filers, it’s time to determine your outreach role. There are three ways that you can engage this effort.
1. Assist – As an assistor, you will help people assess eligibility and assist to submit the IRS non-filer form on their behalf by asking them the questions or by providing phone coaching support for someone who has computer access. (Guidance on these options will be available in the coming weeks.)
2. Refer – As a referrer, you will directly connect people to local support to complete the online form and help them set up an appointment, if needed.
3. Notify – As a notifier, you will share information about the payments, how to get them, and any places offering local help.
Recommended for you
Did you know that millions of eligible people could miss out on their…
The last few weeks have been heavy and difficult to navigate with the…
Each year, thousands of IRS certified volunteers offer their time and expertise at…