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Eligibility & What To Bring

WHO IS ELIGIBLE FOR FREE TAX HELP?

  • Families earning up to $55,000 annually
  • Individuals earning up to $30,000 annually
  • Taxpayers that need to file an amended return (i.e. make corrections to a submitted return) or that need to file tax returns for previous years (2015-2017) are encouraged to visit a tax site in March

WHAT INFORMATION SHOULD I BRING TO A TAX SITE?

  • Social Security cards or Individual Taxpayer Identification Numbers (ITINs) for yourself, your spouse, and everyone else that appears on your tax return
  • Photo identification
  • All 2018 tax documents (W-2, 1099 forms)
  • Checking and savings account and routing numbers
  • Information pertaining to health insurance coverage for all individuals on the tax return (i.e. Form 1095-A, 1095-B, 1095-C, Medicare card) or Certificate of Exemption
  • Copy of your second or final property tax bill paid in 2018, if applicable
  • Records of education-related expenses, if applicable
  • Copy of your 2017 tax return
  • If you drive for Uber or Lyft: Form 1099-K and/or Form 1099-MISC issued by Uber or Lyft; records of miles driven
  • If you are self-employed: Records of income and expenses
  • If you are filing an amended return (to correct a return that’s already been filed): A copy of the original return you filed


IF YOU DO NOT QUALIFY FOR FREE TAX HELP