Free Tax Prep
Did you know that families with low and moderate household income spend about $1 billion a year in unnecessary tax filing fees? Take advantage of free programs that help you get your tax refund just as quickly -- with no hassle, no hidden charges, and no worries.
Get Ready for Tax Day - Tuesday, April 18, 2023!
POGRAMS AVAILABLE IN 2023:
Meet with a qualified Tax Preparer and file your taxes on-site, in one visit. Appointments are required.
Schedule an appointment to drop off your tax documents with a qualified Tax Preparer. Then, come back for a second appointment to finalize and file your tax return. Appointments are required.
- Income Limit: You can use this option if your household income was $60,000 or less in 2022.
- Schedule online or call 211.
- Preview the list of locations here.
Online Tax Filing
Complete your taxes at your own pace, with guidance if you need it. All you need is a laptop, computer or tablet with an internet connection!
- Income Limit: You can use this option of your household income was $73,000 or less in 2022.
- Get Started at MyFreeTaxes.com
Prepare for Your Appointment
Avoid delays by collecting all your documents in advance! Here is a checklist to help you get ready. If you are married filing jointly, bring these documents for you and your spouse.
- Photo ID
- SSN or ITIN (including any dependents)
- Birthdates (including any dependents)
- Bank account and routing numbers for direct deposit of your refund
- Income documents - all that apply:
- Employment Income: W2 for each job worked last year
- Self Employment Income: 1099-NEC and/or 1099-K; records of income not reported on 1099 forms; and records of expenses, tax payments and mileage
- Retirement Income: SSA-1099 (Social Security benefits); 1099-R (Pension, IRA, and Annuities)
- Unemployment Income: 1099-G
- Other Income: 1098-T (Scholarships and Fellowships); 1099-R (Disability Income); Records of any other income including alimony, lottery, interest and dividends, and income or loss from the sale of stocks, bonds, or real estate.
- Form 1095-A (Health Insurance Marketplace), if applicable
- Expenses documents - all that apply, if you wish to claim tax deductions:
- Retirement contributions (401(k) or IRA)
- State and local tax payments
- Mortgage statements and property tax bills if you are a homeowner
- College tuition (1098-T) and student loan statements (Form 1098-E)
- Childcare expenses (statements/receipts including the provider’s name, address, and federal tax ID number)
- Receipts for charitable donations paid by cash or check
- Medical and dental bills paid
- Teaching/classroom supplies purchased, if you are an educator
Free tax filing assistance is provided through the IRS Volunteer Income Tax Assistance (VITA) Program and United Way. In Syracuse, VITA is brought to you by the CNY Cash Coalition and PEACE Inc.
We're sharing this info with our members to help you access free resources! Cooperative Federal is not responsible for tax filing assistance provided through these programs.