Tax preparation help - Roxbury
The Boston Tax Help Coalition provides free tax preparation for residents who earned $54,000 or less in 2017.
What to bring with you:
- Government-issued Photo ID (required)
- Social Security Card or Individual Taxpayer ID Letter (ITIN) for you, your dependents, and your spouse
- A copy of last year’s tax return
- All 1099 forms - 1099G (unemployment), 1099 R (pension payments), 1099INT (bank interest), 1099SSA (Social Security), 1099 or self-employment
- W2 forms from all jobs in 2017
- Bank-issued printed account and routing numbers to direct deposit your tax refund into your account
- Proof of health insurance (Health insurance cards, HC-1099, 1095-A, etc.) for taxpayer, spouse, and all dependents*
- If you received the premium tax credit, you must bring in a 1095A
- Total child care expenses in 2017, and child care provider’s name, address, and Employer Identification Number (EIN) or Social Security Number (SSN)
- All 1098T forms (tuition payments), college statements, receipts for materials
- Total student loan interest paid (1098E) or lender statement
- Proof of all rent paid in 2017
- Proof of ANY deductible out of pocket expenses (annual BWSC, charitable receipts, property taxes)
- Any mail from the Massachusetts Department of Revenue and any mail from the IRS
*Taxpayers who have received or expect to receive health insurance credits need to bring proof of ALL household income.
America Saves WeekFrom February 26 – March 3, the Mayor’s Office of Financial Empowerment and the City of Boston are celebrating America Saves Week with free events to help residents save money.