Free Tax Prep Program

Personal documents

• • Valid, government Photo ID for you (and your spouse if filing jointly), for example, driver’s license, non-driver’s license, passport
  • Social Security Cards, or Individual Taxpayer Identification Number (ITIN) assignment letters for EVERYONE on the return.
  • Birthdates for you, your spouse, and dependents on the tax return
  • For faster returns: Proof of bank account routing and account numbers for direct deposit such as a voided check or a letter from the bank knowledge that it is a checking or savings account
  • 2023 tax return, if you have it and have not filed with PEACE, Inc. before

*Note:
If married and filing with your spouse, both you and your spouse must arrive together for the appointment.
If you are married but filing separately from your spouse, in order for you to efile, you will need your spouse’s name, date of birth, and social security number.

Income
Bring all documents that apply.

Employment Income

• • W-2 form(s) for all jobs last year

Self-Employment Income

• • 1099-NEC and/or 1099-K
  • Records of income not reported on 1099 forms
  • Records of expenses including receipts
  • credit statements totaled.
  • Record of estimated tax payments
  • Mileage you traveled for work

Retirement Income

• • SSA-1099 form for Social Security benefits
  • 1099-R for pension/IRA/annuity income

Unemployment Income

• • 1099-G for unemployment benefits

Other sources of income

• • 1099-G for refund of state/local income taxes
  • 1098-T for scholarships/fellowships for you or your dependents
  • 1099-R or SSA-1099 for disability income
  • Income or loss from the sale of stocks, bonds, or real estate
  • Alimony received
  • Statements for prizes or lottery/gambling winnings along with losses (letter from casino)
  • Interest and dividend statements from banks
  • Records for any other income

Expenses

You may be able to claim tax deductions for some of the expenses you have. These deductions reduce the income you are taxed on. Bring documentation for all of the following expenses you have.

• • Retirement contributions, including a 401(k) or IRA
  • State and local taxes you’ve paid
  • Mortgage statements, and property and school tax bills if you are a homeowner
  • College tuition (1098-T) and student loan statements (Form 1098-E)
  • Childcare expenses, including payment records or receipts and provider’s name, address, and federal tax ID number (either their Social Security Number or Employment Identification Number)
  • Receipts for charitable donations paid by cash or check
  • Medical and dental paid bills
  • Records for supplies used as an educator
  • Health saving account contributions and expenses 1099-SA

Other Tax Documents or Notices

• • Form 1095-A if you had coverage through the Health Insurance Marketplace (not Medicaid)
  • Anything that says “IMPORTANT TAX DOCUMENT”

What You Will Need

• • Tax year
  • Social security number or ITIN
  • Your filing status
  • Your exact refund amount
  • For State only: Form you filed – Choose IT-201

For your Federal Refund Status Visit: https://sa.www4.irs.gov/irfof/lang/en/irfofgetstatus.jsp
For your State Refund Status Visit:  https://www.tax.ny.gov/pit/file/refund.htm

*You will need to know your AGI from your 2023 tax return. Line 11 from the Form 1040.