For Clients

WHO QUALIFIES AND WHAT TO BRING:

FREE TAX PREP FOR LOW INCOME NEW YORKERS

YOU QUALIFY for tax preparation by CTA IF:

Your income is up to $35,000 for an individual OR

Your income is up to $56,000 for a family - a single parent with a child or children is a family

AND you have no more than $3,600 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 forms and any other income information including Social Security and SSI.
If self-employed, income and expense information and records.
Forms or notices received from the Internal Revenue Service or the New York State, New York City, or any other tax authority.
Social Security cards (or ITIN letters) and State issued ID and/or drivers' licenses for yourself and all household members.
Information about health insurance for you and your dependents:1095-A,1095-B or 1095-C forms if you got them, insurance cards.
STUDENTS: Form 1098-T as well as a bursar’s receipt showing tuition you paid from your personal funds and what was paid by loans. Also bring receipts for books and a computer if you purchased one.
Amount of Medical Expenses if significant, including cost of insurance, Real Estate Taxes paid, Casualty Losses, Charitable Contributions, if any.
Bank account number and routing number for direct deposit of any refund.