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FREE TAX PREP PROGRAM

Free Income tax return preparation

CASH operates free, high quality tax preparation sites throughout Monroe County.   IRS Certified Volunteers prepare and electronically file federal and NYS tax returns for free for income eligible persons.  We also provide our clients
with great information about home buying programs, debt management, credit reports, savings programs, affordable health care and health insurance, money management, job training, and more!

ELIGIBILITY REQUIREMENTS

  • YOUR TOTAL HOUSEHOLD INCOME IS LESS THAN $55,000 FOR FAMILIES WITH QUALIFYING CHILDREN & LESS THAN $44,000 FOR CHILDREN WORKERS AND
  • YOU WORKED AND LIVED ONLY IN NEW YORK STATE (AND NOT IN NY CITY)  AND
  • YOU DON’T HAVE RENTAL PROPERTY INCOME  AND
  • YOU DID NOT SELL STOCKS, BONDS OR OTHER FINANCIAL ASSETS AND
  • IF YOU ARE SELF EMPLOYED, YOU DID NOT HAVE A LOSS, NO EMPLOYEES & YOUR BUSINESS EXPENSES WERE LESS THAN $10,000.

IF YOU HAVE MILITARY PAY, PLEASE NOTIFY THE SITE WHEN YOU ARRIVE TO VERIFY A QUALIFIED VOLUNTEER IS ON SITE TO PREPARE YOUR RETURN

WHAT TO BRING

  • PICTURE IDS FOR YOU AND YOUR SPOUSE (IF FILLING JOINTLY)
  • SOCIAL SECURITY CARD & AN ACCURATE BIRTH DATE FOR EVERYONE INCLUDED ON YOUR TAX RETURN
  • IF YOU ARE SELF-EMPLOYED, BRING RECORDS FOR INCOME AND EXPENSES RELATED TO YOUR BUSINESS.
  • ALL 1099 FORMS THAT YOU RECEIVED (EXAMPLES: RETIREMENT ACCOUNTS, SOCIAL SECURITY BENEFITS, & UNEMPLOYMENT INCOME)
  • BE PREPARED TO DISCUSS YOUR HEALTH INSURANCE COVERAGE
  • COPY OF PREVIOUS YEAR’S TAX RETURN, IF AVAILABLE
  • CHILDCARE PROVIDER’S NAME, ADDRESS AND TAX ID NUMBER TO CLAIM CREDITS FOR CHILDCARE EXPENSES, IF APPLICABLE
  • COPY OF 1098T AND RECORDS FOR COLLEGE EXPENSES TO CLAIM CREDITS FOR EDUCATION EXPENSES, IF APPLICABLE
  • FOR DIRECT DEPOSIT, BRING ACCOUNT AND ROUTING INFORMATION FOR CHECKINGS, SAVINGS, AND PREPAID CARD ACCOUNTS.
  • W-2 FORMS FORMS FOR ALL JOBS WORKED IN THE TAX YEAR