Free Tax Prep Program

Personal documents

• • Picture ID for you (and your spouse if filing jointly)
  • Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number (ITIN) assignment letters for you, your spouse, and any dependents
  • 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 of it is a checking or saving account
  • 2021 tax return, if you have it

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 your traveled for work, commute and personal

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 for disability income
  • Income or loss from the sale of stocks, bonds, or real estate
  • Alimony received
  • Statements for prizes or lottery/gambling winnings
  • 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 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

Other Tax Documents or Notices

• • Form 1095-A if you had coverage through the Health Insurance Marketplace
  • 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

Earned less than $73,000?
File for free at myfreetaxes.com