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Beginning January 2024, eligible New Yorkers can use NYC Free Tax Prep to file their federal and state income taxes for free online or in person.

The deadline to file 2023 taxes is April 15, 2024.

NYC Free Tax Prep can guide you on how to claim:

NYC Free Tax Prep also offers year-round service for the self-employed, including freelancers, gig workers, and small business owners.

Eligibility

In general, to use NYC Free Tax Prep, you must:

  • Earn $85,000 or less if you have dependents
  • Earn $59,000 or less if you don't have dependents
  • Have a Social Security number or Individual Taxpayer Identification Number (some sites can help you apply for an ITIN)
  • Live or work in New York City

You should ask the organization offering NYC Free Tax Prep for more details about the specific services they offer, including if they offer Self-Employed/Schedule C assistance or language assistance.

You can go to an NYC Free Tax Prep site to get free help preparing your taxes.

Sites offer different options, including:

  • In-person assistance: An IRS certified Volunteer Income Tax Assistance (VITA) or Tax Counseling for the Elderly (TCE) volunteer preparer will prepare your taxes for you while you wait.
  • Drop-off service: You can drop off your tax documents and pick up the completed return later.

NYC Free Tax Prep provides two ways to file your taxes for free online with help from IRS certified VITA/TCE volunteer preparers:

  • Virtual Tax Preparation: Use a secure video conference and digital system to give information to a volunteer who will prepare your taxes for you.
  • Assisted Self-Preparation: Use the online service to do your own taxes; a volunteer preparer will be available by phone or email to answer your questions.

Learn more about NYC Free Tax Prep online services.

What You Need

To use the online services, you must have:

  • Access to a computer, tablet, or smartphone
  • A stable internet connection
  • Texting or email (for assisted self-preparation)
  • The ability to download secure video conference software (for virtual tax preparation)

You will need the following documents to do your 2023 taxes:

Identification

  • Government-issued photo ID, such as a driver's license, IDNYC card, or passport
  • Social Security cards or Individual Taxpayer Identification Numbers (ITIN) and ITIN determination letters (original, copy, or electronic) for you, your spouse, and your dependents
  • Birth dates for you, your spouse, and your dependents

Income Documents

  • Your 2022 tax return, if available. To request a transcript, call the Internal Revenue Service (IRS) at (800) 908-9946 or visit irs.gov and search “Get Transcript.”
  • Income statements or forms, including:
    • Form W-2 (wages from each job)
    • Form 1099-G if you received unemployment insurance at any point during 2023. To obtain a form, visit dol.ny.gov and search “1099-G.”
    • Form SSA-1099 (Social Security benefits)
    • Form 1099-INT (interest)
    • Form 1099-DIV (dividends)
    • Form 1099-R (retirement plans)
    • Form 1099-B (sale of stock)
    • Form 1099-MISC (miscellaneous income)
    • Form 1098-T (tuition payments, scholarships, and grants to attend a university or technical college)
    • Form 1098-E (interest paid on student loans)
    • Form 1099-C (cancellation of debt)
    • Form 1099-K (deposits and earnings)
    • Form W-2G (gambling winnings)

Banking Information

  • Checking or savings account and routing numbers to request direct deposit for your refund (find at the bottom of a check)

Other

  • Proof of health insurance (Forms 1095-A, 1095-B, or 1095-C) or Health Insurance Exemption Certificate (if applicable) for you, your spouse, and your dependents
  • Child care payment records, including the provider's name, address, and Employer Identification Number, Taxpayer Identification Number, or Social Security number
  • Cash and non-cash charitable contribution records

 

If you are married and filing jointly, both you and your spouse must sign the required forms.

If you live outside New York City, you can contact the following agencies for information about free tax preparation assistance and the Earned Income Tax Credit (EITC). You can also use the Get Your Refund online tool at getyourrefund.org.

  • Agency: AARP Foundation Tax Aide
  • Phone Number: (888) 227-7669
  • Business Hours: 24 hours, 7 days a week

  • Agency: United States Department of the Treasury
  • Division: Internal Revenue Service Taxpayer's Hotline
  • Phone Number: (800) 829-1040
  • Business Hours: Monday - Friday: 7 AM - 7 PM
  • Automated assistance is available in English and Spanish.

  • Agency: Hudson Valley 211
  • Phone Number: (800) 899-1479
  • Business Hours: 24 hours, 7 days a week

  • Agency: New Jersey 211
  • Phone Number: (877) 652-1148
  • Business Hours: 24 hours, 7 days a week

  • Agency: Connecticut 211
  • Phone Number: (800) 203-1234
  • Business Hours: 24 hours, 7 days a week

If you work for yourself, you need to file taxes annually and make estimated tax payments quarterly. NYC Free Tax Prep can help. 

Sites specifically for the self-employed will offer free resources to help you grow your business, including:

  • In-person specialized tax prep: Get help completing federal and New York State tax returns, including quarterly estimated tax filings.
  • Workshops: Learn the basics of tax filing and recordkeeping best practices.
  • One-on-one consultations: Get personalized assistance and tools specific to your business.
  • Toolkits and more: Get recordkeeping templates and tips. Also, get connected to free City services and resources to help you build assets and grow your business. 

For these services you must have business expenses of $250,000 or less for tax preparation services and meet the income guidelines for the program. No income or expense limits apply for workshops, one-on-one consultations, and toolkits.

Get free resources to help you file your taxes.

You can get a brochure with information about free tax filing options.

    Online

    You can download an NYC Free Tax Prep brochure and flyers in English and:

    • Arabic
    • Bengali
    • Chinese
    • French
    • Haitian Creole
    • Hebrew
    • Korean
    • Polish
    • Russian
    • Spanish
    • Urdu
    • Yiddish

    Download the NYC Free Tax Prep brochure and flyers.

    By Mail

    You can get a copy of the NYC Free Tax Prep brochure in English and in:

    • Arabic
    • Bengali
    • Chinese
    • French
    • Haitian Creole
    • Korean
    • Polish
    • Russian
    • Spanish
    • Urdu

    Call 311 or 212-NEW-YORK (212-639-9675) to request a copy.

    If you claim the Earned Income Tax Credit (EITC) or Additional Child Tax Credit (ACTC) on your 2023 tax return, the IRS must temporarily hold your refund until February 15. The IRS must hold your entire refund, including any part not from the EITC or ACTC.

    This delay is the result of a law intended to protect you by making sure that you receive the refund you are owed. It also gives the IRS more time to detect and prevent fraud.

    Even though the IRS must temporarily hold refunds for filers who claim the EITC or ACTC, the IRS will still issue most refunds in less than 21 days after February 15.

    Be careful about payment obligations, given the refund delay. This includes using a Refund Anticipation Loan or other loan and preparer fee agreements in which repayment is dependent on your tax refund. Remember: No one can give you immediate access to your tax refund, either the full amount or an “advance”, before the IRS. Learn more about Refund Anticipation Products on the Tax Preparation Business Tips page.

    Be especially aware of any stated repayment dates. Do not risk more costs by agreeing to a repayment schedule that requires full payment before you get your refund.

    Learn about Federal tax refunds and check refund status.

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