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Eligibility & What To Bring

Who is ELIGIBLE for free tax preparation?

  • Families earning up to $64,000 AND individuals up to $32,000 annual income
  • The 2023 tax year is a priority at all tax sites

Who is NOT ELIGIBLE for free tax preparation?

  • Those who have income from rental property
  • Those who filed bankruptcy in the year they wish to file
  • Those that received Form 1099-A (Acquisition or Abandonment of Secured Property)
  • Other, less common situations are out of scope. If you are unsure whether or not Ladder Up can prepare your return, check Ladder Up’s website: http://www.goladderup.org/TAP

What to bring to a tax site:

Personal Information

  • Original Social Security card or ITIN for yourself and ALL listed on your return
  • Government photo identification
  • Bank routing and account numbers
  • Verification of health insurance if purchased through the Marketplace (Form 1095-A)
  • If Married Filing Jointly, BOTH spouses must be present
  • Identity Protection PIN Letter from the Internal Revenue Service (IRS)

Year-End Income Statements

  • Form W-2 for each job
  • Forms: 1099-MISC, 1099-NEC, or 1099-K for self-employment income, such as rideshare driving with Uber/Lyft
  • 1099 forms for retirement, Social Security, unemployment, interest, dividends, stock sales, and miscellaneous income

Expenses and Credits

  • Record of educational expenses you paid for children in grades K-12
  • Tuition expenses paid for you or your children to attend college or university (Form 1098-T)
  • Student loan interest paid (Form 1098-E)
  • Childcare expenses: Provide name, address, and tax identification number (Employer Identification Number (EIN) or Social Security Number)
  • Homeowners: Mortgage interest and property taxes paid
  • Self-employed taxpayers: Job-related expenses

Visit Ladder Up’s website for more information: http://www.goladderup.org/locations

Alternatives options if you do not qualify for free tax help: