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FREE Tax Prep 2022
If your household income was $57,000 or less in 2021,* you can have your taxes prepared for free!
The Volunteer Income Tax Assistance Program (VITA) provides free tax return preparation and helps working families access the Earned Income Tax Credit (EITC) and many other credits and savings.
All Sites are by Appointment Only | Contactless Options Available
To make an appointment, please call 211.
*Read more about who qualifies for VITA Tax Prep: "Do You Qualify" | peace-caa.org [external site]
Find a VITA Tax Prep Site near you
Tip: Remember to bring your tax documents, a photo ID, and account information (if you want a direct deposit of your refund). Review the complete checklist, below.
1201 E Fayette St, Suite 22 Syracuse, NY 13210
Languages: English, Spanish
Tuesdays and Saturdays: 9:00 am - 5:00 pm
Wednesdays and Thursdays: 12:00 pm - 7:00 pm
Appointments Required (In-Person, Virtual, and Drop Off Options)
Phone: (315) 634-3756 or 211
Northeast Hawley Development Association (NEHDA)
101 Gertrude Street Syracuse, NY 13203
Monday through Friday: 9:00 am - 11:00 am for document drop-off
Appointments Required (Drop-Off Service Only)
Phone: 315-425-1032 or 211
250 South Clinton St Syracuse, NY 13202
Monday - Friday: 5:30 pm - 9:00 pm
Saturdays: 9:00 am - 2:00 pm
Phone: 315-295-1822 (ext.111) or 211
250 South Clinton St Syracuse, NY 13202
Languages: English, Vietnamese
Monday - Friday: 10:00 am - 5:00 pm
What to Bring to Your Appointment - All Locations
Checklist courtesy of Peace Inc.
- Photo ID
- Social Security Cards, Social Security Number verification letters, or Individual Taxpayer Identification Number assignment letters for you, your spouse, and any dependents
- Birthdates for you, your spouse, and dependents on the tax return
- Bank account and routing number or a voided check for direct deposit of your refund
- 2019 and 2020 tax return, if you have them
Bring all documents that apply:
- Employment Income: W-2 form(s) for all jobs last year (your employer(s) will have sent you this by January 31st)
- Self-Employment Income:
- 1099-NEC and/or 1099-K
- Records of income not reported on 1099 forms
- Records of expenses including receipts, credit statements, etc.
- Record of estimated tax payments
- 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
- 1099-R for disability income
- Income or loss from the sale of stocks, bonds, or real estate
- Income or loss from rental property
- Alimony received
- Statements for prizes or lottery/gambling winnings
- Interest and dividend statements from banks
- Records for any other income
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
- Medical and dental bills
- Records for supplies used as an educator
Other Tax Documents or Notices
- IRS Notice 1444, 1444-B, and/or 1444-C for your Economic Impact Payments (also known as stimulus checks)
- IRS Letter 6419 for your Child Tax Credit advance payments
- Form 1095-Aif you had coverage through the Health Insurance Marketplace
- Documents from the IRS, Health Insurance Marketplace, your state tax agency, or anything that says “IMPORTANT TAX DOCUMENT”
Links for Self Prep
IRS Free File - Prepare and file your federal individual income tax return for free using tax-preparation-and-filing software. Open now!
My Free Taxes - Helps anyone of any income file their taxes for free. Brought to you by United Way. Open now!
More Tips for a Money Smart Tax Season
- Don't pay for your own money. If you e-file with direct deposit, your refund will arrive in just 1 to 2 weeks! No fees, no interest, no baloney. All of the VITA sites use e-file and will help you enroll for direct deposit. At Cooperative Federal, you can arrange a direct deposit into your checking OR savings account. If you really can't wait 2 weeks for your refund, you may want to consider applying for a small loan or line of credit -- at regular interest rates, not predatory rates! Call 315-473-0242 to speak with a credit specialist at Cooperative Federal.
- Get a financial check-up. Tax season is a good opportunity to evaluate your financial health and make plans for the new year. You can get free, one-on-one advising through the Syracuse Financial Empowerment Center. Cooperative Federal is a proud partner for this initiative! Learn more about the Syracuse FEC.
- Start a rainy day fund. Use your tax refund to build up some emergency savings. You never know when you might need it! You can open a separate savings account to keep the money safe, secure, and there when you need it.
- Make the most of your refund. Tax refund time is the best time to save toward your financial goals, like a home, a business, or higher education.
If homeownership is your goal, Cooperative Federal is now accepting applicants to the Homebuyer Dream Program. First-time homebuyers (those who haven't owned a home in 3 years) can get up to $9,500 in grants when they contribute at least $1,000. The money can then be used toward down payments, closing costs, or other approved purposes. Income limits and other eligibility criteria apply. Our HUD Housing Counseling program can get you ready for this step!
Tax refunds can also help you with a down payment on a car so that you can pay less in monthly auto loan payments; or put some personal equity into a microbusiness so that you're in better shape for a business loan.
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