For Tax Filers

November 10, 2009

Who qualifies for the Tax Preparation?

To claim your credit you must:

• Have a valid Social Security Number and
• Be a U.S. citizen or resident alien all year and
• Worked full or part-time in 2009 and
• Had a 2009 income of less than:

• $13,440 ($18,440 if married filing joint) if you do not have a qualifying child 
• $35,463 ($40,463 married filing jointly) if you have one qualifying child 
• $40,295 ($45,295 married filing jointly) if you have two qualifying children 
• $43,279 ($48,279 married filing jointly) if you have three or more qualifying children

If you do not have a qualifying child, you must:

• be age 25 but under 65 at the end of the year, 
• live in the United States for more than half the year, and 
• not qualify as a dependent of another person

To qualify for C.A.S.H. services:

• Your total household income in 2009 was less than $50,000 for families with qualifying children and less than $35,000 for childless workers and
• You worked and lived only in New York State during 2009 and
• You do not have rental property income and
• You did not sell stocks, bonds or other financial assets and
• If you are self-employed, you did not have employees and your business expenses were less than $5,000;
• If you have military pay, please schedule an appointment so we are prepared to help you.

What you need to bring:

• Picture IDs for you and your spouse
• A Social Security card and an accurate birth date for each family member
• W-2 forms for all jobs worked in 2009
• All 1099 forms that you received
• Copy of last year’s tax return, if available
• Childcare provider’s name, address and tax ID number, if applicable
• For direct deposit, bring account and routing number information for both your checking and savings accounts