Tax Information

You must EITHER register IN-PERSON at any of the branches of the Yonkers Public Library OR register ONLINE (we cannot take registrations over the phone). Click here to view our calendar of available appointments.

Please arrive at least 15 minutes prior to your scheduled appointment.

You must complete and bring the packet of forms and documents that you receive when you register to your appointment.  (You can also download and print these forms and documents here.) 
DOCUMENTS NEEDED FOR PREPARATION

Completed Form 13614 C (Intake/Interview & Quality Review Sheet) – included in documents packet (see above).

Any letters received from either the IRS or New York State Department of Taxation and Finance.

Copies of Social Security cards (or ITIN) for taxpayer, spouse, and all dependents to be claimed on tax return.

Copy (front and back) of driver’s license or state issued ID card for both taxpayer and spouse.

2022 Federal and State tax returns together with the documents used in their preparation.

All applicable supporting documents and forms for the 2023 tax year. The following is a brief listing of those supporting documents:

W-2s

1098 Mortgage Statement

1099 R Distributions from Pensions, Annuities, Retirement or Profit Sharing Plans, IRAs, Insurance Contracts, etc.

1099 INT Interest Income

1099 DIV Dividend Income

SSA 1099 Social Security Benefit Statement

RRB 1099 Payments by the Railroad Retirement Board

1099 MISC Miscellaneous Income

1099 NEC Non-employee Compensation

1098 T Tuition Statement

1099 B Proceeds from Broker and Barter Exchange Transactions

If either you or your spouse obtained health insurance through Obamacare, then a Health Insurance Marketplace Statement (1095 A) is required.

If requesting direct deposit for refunds or direct debit for balances due, a voided blank check so that the routing and account numbers can be obtained.

AARP Foundation Tax-Aide volunteers are trained to help you file a variety of income tax forms and schedules. In certain situations, however, they may be unable to provide assistance. Please check this guide to what Tax-Aide volunteers can and cannot do BEFORE you make an appointment.