Service target: US Citizen or Permanent Residents (Green Card Holder)
1. Annual Income Limit:
$67,000 or below
2. Income sources limited to:
- Wages
- Interest
- Pension
- Social Security Benefit
- Unemployment
3. Income NOT qualified for filing:
- Business income, Investment profit & loss, Cash income, Rental income, Gambling income, Foreign income
- Itemized Deduction
Document and information required for filing:
- Photo identification
- Social Security cards for you, your spouse and dependents.This is an IRS requirement to prevent identity theft.
- For tax filing with dependents, the ID card or Birth Certificate of the dependent is required.
- 2023 Tax Returns
- Proof of income: W-2 and 1099 (include: Unemployment 1099G;
Self-Employed Income 1099NEC/1099MISC/1099K; Interest 1099INT/1099DIV;
Pension 1099SSA/1099R). Maximum of 10 forms. - Health insurance proof: 1095-A/B/C
- Please bring a check for tax refund or tax payment purpose.
- Tuition of qualified educational institution: 1098-T
- Official receipt of Day Care Services