Event

Quarterly Tax Prep for Freelancers

Free taxes preparation for self-employed filers and freelance workers to help you complete your quarterly estimated tax form


Course
Tuesday December 11
Classroom 3
6:30 PM - 8:30 PM

Regular
Free

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Are you self-employed?

File your taxes safely and for free at a special one-day event hosted by the NYC Department of Consumer Affairs, Freelancers Hub and Community Tax Aid. At this free pop-up tax site run by Community Tax Aid, a volunteer tax preparer with experience preparing taxes for self-employed filers and freelance workers will help you complete your quarterly estimated tax form.

To qualify for this free service, your 2017 gross income must have been:

• $55,000 or less if you will  file  married filing jointly or have children OR

• $25,000 or less if you will  file  as single and do not have children

For more  information: visit nyc.gov/taxprep

WHAT YOU NEED TO FILE

Identification:

 Government-issued photo ID (includes  IDNYC)

Social Security  or Individual Taxpayer Identification Numbers (ITIN) and birth dates for you, your spouse, and your dependents

Proof of Income:

Forms W-2, 1098, 1099, or income and expense records if you are self-employed

Forms may include:

• Form W-2 (wages from each job)

• Form 1099-INT (interest)

• Form 1099-DIV  (dividends)

• Form 1099-R (retirement plans)

• Form W-2G (gambling winnings)

• Form 1099-G (unemployment)

• Form SSA-1099 (Social Security  benefits)

• Form 1099-MISC (miscellaneous income)

• Form 1099-K (deposits and earnings)

• Form 1099-B (sale of stock)

• Form 1098-T  (scholarships and grants)

• Form 1099-C (Cancellation of Debt)

• Form 1098-T  (tuition payments to attend  a university or technical college)

• Form 1098-E (interest paid on student loans) Other income documentation may include:

• Log books showing  income received  and clients  served

Raw estimates are not acceptable.

• Copies of bank statements

Other:

Documentation of business expenses, including:

• Paid invoices

• Remitted  checks

• Credit card charges

• Information about any home office

Raw estimates are not acceptable.

Filed Forms 1040-ES (federal) and IT-2105  (New York State) showing estimated tax payments for 2018

Copy of 2017 federal and State tax returns (if available)

Proof of health insurance  coverage  (Forms 1095-A,1095-B,  or 1095-C) or Health Insurance Exemption  Certificate (if applicable) for you, your spouse, and your dependents

Payment records for child care, including the provider’s name, address, and Employer Identification Number, Taxpayer Identification Number, or Social Security number

Records of cash and non-cash charitable contributions

Account and routing numbers for direct deposit of your refund

If you are filing a joint return, both  spouses  must  be present.