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NYC Free Tax Prep Program - 2019 Tax Year Eligibility

Saturday, January 18, 2020 - 3:00p

Hello Neighbor,

Do you live in New York City? You may be eligible for no charge Federal and State Income Tax preparation from one of NYC Free Tax Prep sites operated by the City of New York's Department of Consumer Affairs. These tax preparation sites are staffed by trained and certified volunteers. They can handle most tax returns, deductions, and schedules by providing the following two types of services:

Volunteer Income Tax Assistance (VITA) is a program of the Internal Revenue Service (IRS) for people who generally made up to $64,000 in 2019 tax year, persons with disabilities and limited English speaking taxpayers who need assistance in preparing their own tax returns. IRS-certified volunteers provide free basic income tax return preparation with electronic filing to qualified individuals.

In addition to VITA, the Tax Counseling for the Elderly (TCE) program offers free tax help for all taxpayers, particularly those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors. The IRS-certified volunteers who provide tax counseling are often retired individuals associated with non-profit organizations that receive grants from the IRS.

Here is some information about the 2019 program:

What You Need to Know and Have

2019 General Eligibility:

Single Returns: A 2019 income of $45,000 or less.Joint Returns: A 2019 income of $64,000 or less.Be a current resident of New York City.*Certain sites may have additional eligibility requirements.

Identification Requirements:

- Government Issued Identification (IDNYC accepted)- Social Security cards or Individual Taxpayer Identification Number determination letters.

Proof of Income Requirements:

- Forms W-2, 1098, 1099, and/or other income and expense records.

Other Documentation Requirements and Suggestions:

- 2018 tax return or transcript, if available.- Proof of health insurance coverage or exemption for all tax filers and dependants.- Payment records for child care, including provider information- Records of educational expenses such as Form 1098-T and/or Form 1098-E- Banking account and routing numbers for direct deposit of your refund, if any.- If filing a joint return, both taxpayers must be present at the appointment.
*Please check the Department of Consumer Affairs’ NYC Tax Prep website for more detailed information on requirements and additional services the program can provide taxpayers.

Timeline for NYC Tax Prep Sites

Tuesday, January 21, 2020

NYC Free Tax Prep Locator Map available becomes available on the NYC Department of Consumer Affairs website.

Monday, January 27, 2020

Internal Revenue Service starts accepting and processing 2019 tax year returns.

Friday, January 31, 2020

Internal Revenue Service's deadline for tax documentation due to taxpayers from employers, insuranures, financial Institutions, etcetera.

Wednesday, April 15, 2020

Internal Revenue Service's deadline to file to file 2019 tax returns and pay any taxes owed.

For more information and to find a NYC Free Tax Prep site please visit the NYC Department of Consumer Affairs’ website at www.nyc.gov/taxprep.

Best,

~josh

Joshua Parkin, MHFA, IPS

Founder of helpNYC