For Clients



YOU QUALIFY for tax preparation by CTA IF:

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

Your income is up to $57,000 for a family - a single parent with a child or children is a family

AND you have no more than $10,000 in interest, dividends and/or capital gains

WHAT TO BRING: for each year you need tax preparation

  • A copy of your 2020 or 2019 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 2021, 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.

  • STIMILUS PAYMENTS – A copy of Notice 1444C and the amounts of the payment you received regarding the third Stimulus payment

  • ADVANCED CHILD TAX PAYMENTS – A copy of Notice 6419 and the amounts of the payment you received.

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