YOU QUALIFY for tax preparation by CTA IF: 

Your income is less than $25,000 for an individual OR

Your income is less than $50,000 for a family - a single parent with a child or children is a family

AND you have less than $310 in interest, dividends and/or capital gains

WHAT TO BRING: for each year you need tax preparation

• A copy of last year’s tax return (or the last tax return you filed).
• All W-2 and/or 1099 formsand any other income information including Social Security and SSI.
• Forms or notices received from the Internal Revenue Service or the New York State Department of Taxation .
• Social Security cards (or ITINs) for yourself and all household members. 
• Amount of Stimulus Payment you received in 2008. 
• Bank account number and routing number for directdeposit of any refund.
• Amount of Real Estate Taxes paid, if any.
• For post secondary students: a copy of your 1098-T and a bursar's     listing showing amounts paid and by whom. Especially important: the amount paid through loans paid to the school directly and which you need to repay.