2024 Jefferson County Volunteer Income Tax Assistance

(Program)

Offers free in-person tax preparation by IRS-certified volunteers for qualifying families.

Carthage American Legion - Open February 2, 2023 - April 13, 2023
Thursday, 9:30 AM - 2:30 PM
415 West Street, Carthage, NY 13619
Appointment required: 315-782-4900 x222

Community Action Planning Council of Jefferson County - Open January 30, 2023 - April 14, 2023
Monday, Wednesday, and Friday, 8:30 AM - 1:30 PM
518 Davidson Street, Watertown, NY 13601
Appointment required: 315-782-4900 x222

Eligibility: Jefferson County residents with a total household income of $60,000 or less who: - have income from wages, self-employment, and/or government benefits - investment income is less than $3,500 - do not own rental property - did not declare bankruptcy - did not receive Military Pay - if self-employed, did not have employees or inventory, did not deduct home as an expense, and did not have a business loss

Application Process: Appointment required; call for information

Required Documentation: - Picture ID for client (and spouse if filing jointly) - Social Security Cards and birth dates for everyone being claimed - Wage and earning statements (Form W-2, W-2G, 1099-R, 1099-Misc) from all employers - Interest and dividends statements from banks (Forms 1099) - Health Insurance Statements (Forms 1095 A, B, or C) - Federal and State returns from 2021, if available - Total paid to daycare provider and daycare provider's Tax ID # (provider's social security number or their business employer ID number) - Education Credit (1098-T) and student loan interest deduction (1098-E), if applicable

Fees: None

Jefferson County

Map and Directions

Community Action Planning Council of Jefferson County (CAPC)
(Agency)

518 Davidson Street
Watertown NY 13601

Website: www.capcjc.org

Hours: Monday - Friday, 8 AM - 5 PM

Disabled: Fully Accessible