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:
