The 2010 FAFSA Season Is Here.. Are You Ready?

The Wilmington Ohio Benefit Bank can help you with your 2010 FAFSA (Free Application for Federal Student Aid)! Simply gather the materials below and call our office at 937-366-1279 to set up an appointment!




Step One-


If you do not already have a PIN (Personal Identification Number) number, you must obtain one by going to http://www.pin.ed.gov/ and applying for one. After you apply, your PIN will be mailed to you.  If you have trouble getting internet access, you can visit our office during business hours and one of our staff will help you apply.


Step Two-


Check your Checklist! Below is a checklist of things that you will need to bring with you to your appointment, if you do not have the documents, it will prevent you from filling out your FAFSA.


• Your Social Security Number


• Your parents' Social Security Number (If you are providing parent information)


• Your driver's license number (If you have one)


• Your Alien Registration Number (If you are not a US Citizen)


• Federal Tax information or tax returns including IRS W-2 information, for yourself and spouse, if you are married, and for your parent if you are providing parent information.


(If you have not yet filed an income tax return, complete and submit the FAFSA using estimated tax information)



(Use income records for the year prior to the academic year for which you are applying: for instance, if you are filling out the 2009-10 FAFSA, you will need 2008 tax information.)


• Records of your untaxed income, such as child support received, interest income, and veterans noneducation benefits, for yourself, and for your parents if you are providing parent information.


• Information on savings, investments, and business and farm assets for yourself, and for your parents if you are providing parent information.

Step Three- Call 937-366-1279 to make an appointment!

**Not sure whether you will need to put your parents' information on the FAFSA? Check out "Am I Dependent or Independent?" at www.FederalStudentAid.ed.gov/pubs or call 1-800-4-FED-AID (1-800-433-3243).

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Tax Season Is Upon Us!

Let the WOBB help YOU out this year by filing your taxes for FREE! 

This service is for familes and individuals making under 57,000 (AGI) in 2009.  Scroll down to see what types of forms that we are able to support!

Reporting Forms that the WOBB supports are as follows;

• W-2:  Wage and Tax Statements
• 1099:MISC
• 1099-R: Pensions, Annuities, IRAs, and Insurance Contracts
• SSA-1099: Social Security Benefits
• RRB-1099/RRB-1099-R: Failroad Retirement Board Statements
• CSA 1099/CSF 1099R: Statement for U.S. Civil Service Retirement Benefits
• 5498:  IRA Contribution Information
• 1099-INT/1099-OID: Interest Income
• 1099-DIV: Divedends
• 1098-E: Student Loan Interest Statement
• 1098-T: Tuition Statement
• 1099-G: Government Payments (Unemployment or State/Local Tax Refunds)
• W-2G: Certain Gambling Winnings
• 1099-C: Cancellation of Debt
• 1098: Mortgage Interest Statement

Forms and Schedules that the Benefit Bank Supports;

• Form 1040: U.S. Individual Income Tax Return
• Form 1040-V: Payment Voucher
• Form 2106: Employee Business Expenses
• Form 2441: Child and Dependant Care Expenses
• Form 4684: Casualty and Theft Loss
• Form 4972: Tax on Lump-Sum Distributions
• Form 5329: Additional Taxes on Qualified Plans and Tax-Favored Accounts
• Form 8396: Mortgage Interest Credit
• Form 8453-OL: U.S. Individual Income Tax Declaraton for an IRS e-file Online Return
• Form 8606: Nondeductible IRAs
• Form 8812: Additional Child Tax Credit
• Form 8862: Information to Claim Earned Income Credit After Disallowance
• Form 8863:  Education Credits
• Form 8880: Credit for Qualified Retirement Savings Contributions
• Form 8888: Direct Deposit of Refund
• Form 8901:  Information on Qualifying Children Who are Not Dependents
• Form 8917: Tuition and Fees Deduction
• Form 8919:  Uncollected Social Security and Medicare Tax on Wages
• Form SS-8: Determination of Worker Status
• Schedule A:  Itemized Deductions
• Schedule B: Interest and Ordinary Dividends
• Schedule C-EZ:  Net Profit From Business
• Schedule EIC: Earned Income Credit
• Schedule R: Credit for the Elderly or Disabled
• Schedule SE: Self-Employment Tax

The Benefit Bank does NOT support the following;

• You are a business owner or a statutory employee that must file a Schedule C
• You and your spouse are dual-status or non-resident aliens
• You have to make any of the following payments: Penalty for underpayment of estimated tax/ Alternative minimum tax/ Household employment taxes
• You have codes R, P, T, or W in box 12 of your W-2

Call our offices today at 937-366-1279 to schedule an appointment or to find out more.  While your here, you can file your 2010-2011 FAFSA!

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Tax and Benefit Training Dates

If you're interested in helping out at the WOBB, we have upcoming trainings for both Taxes and Benefits.  After you're trained you can start assisting clients at our office! 

January-
20th- Benefits (with Annen Stuckert)
25th- Benefits (with Alex Ives)
28th- Taxes    (with Annen Stuckert)

February-
4th- Taxes  (with Alex Ives)
10th- Taxes (with Annen Stuckert)
16th- Benefits (with Alex Ives)
25th- Taxes (with Annen Stuckert)

If you're interested contact our office at 937-366-1279 or you can e-mail me at avstuckert207@wilmingtonobb.com!

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