FREE TAX PREP FOR LOW INCOME NEW YORKERS
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 $3150 in interest, dividends and/or capital gains
WHAT TO BRING: for each year you need tax preparation
- 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.
- 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
