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 $67,000 for a family - a single parent with a child or children is a family

AND you have no more than $11,000 in interest, dividends and/or capital gains

WHAT TO BRING: for each year you need tax preparation

A copy of your 2023 or 2022 tax returns (or the last tax return you filed).
All W-2 and/or 1099 forms, self-employment records and any other income information including Social Security and SSI for you and your dependents.
Forms or notices received from the Internal Revenue Service or the New York State Tax Department.
Social Security cards (or ITINs) and photo ID’s for yourself and anybody you support and a State Issued ID and/or Drivers’ license if you have one.
Health insurance information - dependents: Form 1095A (if purchased through the Exchange). For tax year 2024, Form 1095A and copies of insurance cards for those included in that coverage.
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 you may receive.

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