Before You Visit an NYC Free Tax Prep Site:

In Person:
At these sites, knowledgeable IRS certified VITA/TCE volunteer preparers help you complete an accurate tax return. Sites offering this service have varying income eligibility requirements, please refer to site details. For most sites, single filers must earn $45,000 or less annually and families must earn $64,000 or less annually to use this service.
Drop-off Service:
At these sites you can drop off your tax documents and pick up the completed return later. Sites offering this service have varying income eligibility requirements, please refer to site details. For most sites, single filers must earn $45,000 or less annually and families must earn $64,000 or less annually to use this service.
Facilitated Self-Assistance:
At these sites you can file your taxes online with some help from an IRS certified VITA/TCE volunteer preparer. You must earn $64,000 or less and have a valid email address to use this service.
  • Identification:
    • Government-issued photo ID (includes IDNYC)
    • Social Security cards or Individual Taxpayer Identification Number 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 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 1099-G (unemployment)
    • Form SSA-1099 (Social Security benefits)
    • Form 1099-MISC (miscellaneous income)
    • 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:
    • Log books showing income received and clients served. Raw estimates are not acceptable
    • Copies of bank statements
  • Other:
    • Your 2018 tax return or transcript (if available)
    • Proof of health insurance coverage or Health Insurance Exemption Certificate for you, your spouse, and your dependents
    • 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 Facilitated Self-Assistance you must also bring:
    • Your 2018 Adjusted Gross Income (AGI) or Self-Select PIN to electronically sign your return.Your AGI is shown on your 2018 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.
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