There are a variety of tax assistance resources available to NYC residents who meet the eligibility requirements.
What paperwork do I need to bring to get my taxes done?
- Photo ID
- Social Security cards/individual tax identification numbers (ITINs) and birthdates for everyone to be listed on the return
- All tax statements, such as W-2 forms (from all your employers), 1099 forms (interest, dividends, unemployment), SSA-1099 forms (Social Security and/or retirement income), etc.
Note: If you are filing jointly with your spouse, you both must be present to electronically file and get your return faster.
- Bank account number and routing number
- A copy of last year’s tax return Additional Tax Information/Forms Depending upon your situation, you might need to bring the following types of information:
- Health Insurance forms 1095-A, 1095-B, or 1095-C or Health Insurance Exemption Certificate (if applicable).
- If you worked and/or received unemployment: forms W-2, 1099 (1099-MISC, 1099-G, etc.)
- If you were on Social Security or if you received retirement income: forms SSA-1099, 1099-R
- If you had savings accounts, mutual funds, etc.: forms 1099-INT, 1099-DIV
- If you had any other forms of income: form W-2G (for gambling winnings), documentation of income
- If you made tuition payments to attend a university or technical college: form 1098-T
- If you paid interest on student loans: form 1098-E
- Anything else you think might be a tax document or be helpful in filing your taxes
How can I find out the status of my refund?
If you are looking for the status of your refund or need to respond to a letter from the IRS, visit this site for more information.
What should I do if I’ve already filed my taxes and I receive a letter from the IRS requesting more information?
The Department of Taxation and Finance provides steps to help you respond to your letter.
I'm interested in preparing my own taxes this year. Any advice?
If you made less than $69,000 last year, you may qualify for one or more Free File Online Options.