Need Tax Prep?

There are a variety of tax assistance resources available to NYC residents who meet the eligibility requirements.

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.

Recommended
- 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

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.

The Department of Taxation and Finance provides steps to help you respond to your letter.

If you made less than $69,000 last year, you may qualify for one or more Free File Online Options.