At these sites, knowledgeable IRS-certified VITA/TCE volunteer preparers help you complete an accurate tax return. Filers must follow New York State health guidelines, including wearing a mask and social distancing appropriately during visit. In addition, organizations may conduct screenings or have additional requirements. Sites offering this service have varying income eligibility requirements, please refer to site details. For most sites, single filers must earn $48,000 or less annually and families must earn $68,000 or less annually to use this service.
At these sites you can drop off your tax documents and pick up the completed return later. Filers must follow New York State health guidelines, including wearing a mask and practicing social distancing. Sites may conduct screenings or have additional requirements. Sites offering this service have varying income eligibility requirements, please refer to site details. For most sites, single filers must earn $48,000 or less annually and families must earn $68,000 or less annually to use this service.
Assisted Self-Preparation allows you to complete your tax return online on your own and an IRS certified VITA/TCE volunteer preparer will be available by phone or email to answer your questions.
To use this service: you must earn $72,000 or less, have access to a computer, tablet, or smartphone; a stable internet connection; an email address; and your 2019 adjusted gross income (AGI) or self-select PIN.
Also, see the checklist of documents you need to file your taxes.
Social Security cards or Individual Taxpayer Identification Numbers ((ITIN) determination letters (original, copy, or electronic document) and birth dates for you, your spouse, and your dependents
Proof of Income: Forms W-2, 1098, 1099, or income and expense records if you are self-employed. Forms may include:
Form 1099-G if you received unemployment insurance at any point during 2020. To obtain a form, visit dol.ny.gov and search “1099-G.”
Form W-2 (wages from each job)
Form 1099-INT (interest)
Form 1099-DIV (dividends)
Form 1099-R (retirement plans)
Form W-2G (gambling winnings)
Form SSA-1099 (Social Security benefits)
Form 1099-MISC (miscellaneous income)
Form 1099-K (deposits and earnings)
Form 1099-B (sale of stock)
Form 1098-T (scholarships and grants)
Form 1099-C (cancellation of debt)
Form 1098-T (tuition payments to attend a university or technical college)
Form 1098-E (interest paid on student loans)
Other income documentation if you are self-employed may include:
Logbooks showing income received and clients served. Raw estimates are not acceptable
Copies of bank statements
Filed Forms 1040-ES (federal) and IT-2105 (New York State) showing estimated tax payments for 2020
Copy of 2019 tax return or transcript (required for Assisted Self-Prep)
To request a transcript, call the Internal Revenue Service (IRS) at 1-800-908-9946 or visit irs.gov and search “Get Transcript.”
Form 1095-A if you, your spouse, or dependents enrolled in a health insurance plan through the Health Plan Marketplace
Payment records for child care, including the provider’s name, address, and Employer Identification Number, Taxpayer Identification Number, or Social Security number
Records of cash and non-cash charitable contributions
Bank account and routing numbers for direct deposit of your refund
For In Person or Drop-Off Service:
Note: If filing a joint return, both spouses must be present to sign required forms.
For Assisted Self-Preparation you must also bring:
Your 2019 Adjusted Gross Income (AGI) or Self-Select PIN to electronically sign your return. Your AGI is shown on your 2019 Form 1040, line 38; Form 1040A, line 22; or Form 1040EZ, line 4. The Self-Select PIN is the five-digit PIN you used to electronically sign your 2018 return. If you cannot find this information, call the Internal Revenue Service (IRS) at 1-800-829-1040.