News & Announcements

FREE Basic Income Tax Preparation Begins February 6th at Your CU

Date: January 12, 2010

1. 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

2. You worked and lived only in New York State during 2009 and

3. You don’t have rental property income and

4. You did not sell stocks, bonds or other financial assets and

5. If you are self-employed, you did not have employees and your business expenses were less than 5,000

6. If you have military pay, please schedule an appointment so we are prepared to help you.

What you need to bring:

1. Picture IDs for you and your spouse

2. A Social Security card and an accurate birth date for each family member

3. W-2 forms for all jobs worked in 2009

4. All 1099 forms that you received

5. Copy of last year’s tax return, if available

6. Childcare provider’s name, address and tax ID number, if applicable

7. For direct deposit, bring account and routing number information for both your checking and savings accounts.