NYC Free Tax Prep: What You Need to File

What You Need to File


Below is a checklist of what you need to file your 2018 tax return at an NYC Free Tax Prep site or online.

Identification:

▢ Government-issued photo ID (includes IDNYC)

▢ Social Security or Individual Taxpayer Identification Numbers (ITIN) and birth dates for you, your spouse, and your dependents

Proof of Income:

▢ Forms W-2, 1098, 1099, or income and expense records if you are self-employed

  Forms may include:
  • Form W-2 (wages from each job)
  • Form 1099-INT (interest)
  • Form 1099-DIV (dividends)
  • Form 1099-R (retirement plans)
  • Form W-2G (gambling winnings)
  • Form 1099-G (unemployment)
  • Form SSA-1099 (Social Security benefits)
  • Form 1099-MISC (miscellaneous income)
  • Form 1099-K (deposits and earnings)
  • Form 1099-B (sale of stock)
  • Form 1098-T (scholarships and grants)
  • Form 1099-C (cancellation of debt)
  • Form 1098-T (tuition payments to attend a university or technical college)
  • Form 1098-E (interest paid on student loans)
  Other income documentation if you are self-employed may include:
  • Log books showing income received and clients served
    Raw estimates are not acceptable.
  • Copies of bank statements

Other:

▢ Documentation of business expenses if you are self-employed, including:
  • Paid invoices
  • Remitted checks
  • Credit card charges
  • Information about any home office
Raw estimates are not acceptable.

▢ Filed Forms 1040-ES (federal) and IT-2105 (New York State) showing estimated tax payments for 2018

▢ Copy of 2017 tax return (if available)
To file online: You must have your 2017 Adjusted Gross Income (AGI) or Self-Select PIN Number. If you cannot find this information on the return or do not have your 2017 tax return, call the Internal Revenue Service (IRS) at 1-800-908-9946 or visit irs.gov and search "Get Transcript" to request a Tax Return Transcript.

▢ Proof of health insurance coverage (Forms 1095-A, 1095-B, or 1095-C) or Health Insurance Exemption Certificate (if applicable) for you, your spouse, and your dependents

▢ Payment records for child care, including the provider’s name, address, and Employer Identification Number, Taxpayer Identification Number, or Social Security number

▢ Records of cash and non-cash charitable contributions

Banking Information:

▢ Bank account and routing numbers for direct deposit of your refund
Need to open a bank account? Visit nyc.gov/safestart to find out how you can open an NYC SafeStart Account. The NYC SafeStart Account has no overdraft fees and no monthly fees if you maintain a minimum balance of $25 or even less depending on the financial institution.

▢ NY 529 account, routing, and plan numbers to directly deposit all or part of your state refund into a college savings account
Did you know you now can split your NYS refund and directly deposit all or part of it into a 529 College Savings account? There's no minimum balance needed to open an account. Visit nysaves.org or call 1-877-NYSAVES (1-877-697-2837) to learn more and to create an account.

If you are filing a joint return, both spouses must be present.













Updated 12/21/2018