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The packet instructs filers to complete the NY3 intake form, the IRS intake/interview and quality review sheet, and to bring all required documents before the visit. It also flags additional packets for for-hire income, explains credit and deduction screening questions, and lists key tax documents needed to complete returns.",{"@graph":63,"@context":118},[64,80,101],{"@type":65,"itemListElement":66},"BreadcrumbList",[67,71,74,77],{"item":68,"name":69,"@type":70,"position":9},"https://docshare.wps.com","Home","ListItem",{"item":72,"name":10,"@type":70,"position":73},"https://docshare.wps.com/template/",2,{"item":75,"name":36,"@type":70,"position":76},"https://docshare.wps.com/template/forms/",3,{"item":78,"name":59,"@type":70,"position":79},"https://docshare.wps.com/template/full-2024-pre-appointment-packet-tax-aide-in-person-service/304821/",4,{"url":78,"name":59,"@type":81,"image":82,"author":87,"headline":59,"publisher":90,"fileFormat":93,"inLanguage":57,"description":61,"dateModified":94,"datePublished":95,"encodingFormat":93,"isAccessibleForFree":96,"interactionStatistic":97},"DigitalDocument",{"url":83,"@type":84,"width":85,"height":86},"https://docshare.wps.com/thumbnails/full-2024-pre-appointment-packet-tax-aide-in-person-service/304821.png","ImageObject",442,249,{"name":88,"@type":89},"Mia  ","Person",{"url":68,"name":91,"@type":92},"DocShare","Organization","application/pdf","2026-09-23","2026-09-19",true,{"@type":98,"interactionType":99,"userInteractionCount":79},"InteractionCounter",{"@type":100},"ViewAction",{"@type":102,"mainEntity":103},"FAQPage",[104,110,114],{"name":105,"@type":106,"acceptedAnswer":107},"What is the appointment and service policy for tax return preparation?","Question",{"text":108,"@type":109},"Service is offered by appointment only for in-person requirements. Drop-off service is not offered, and filers must remain at the tax site.","Answer",{"name":111,"@type":106,"acceptedAnswer":112},"Which forms must be completed before the appointment?",{"text":113,"@type":109},"Complete the NY3 Intake Form on the back of the page, and complete the enclosed IRS Intake/Interview and Quality Review Sheet before your appointment.",{"name":115,"@type":106,"acceptedAnswer":116},"What documents are required to prepare each tax return?",{"text":117,"@type":109},"Provide items required by bylaw, including Social Security or ITIN cards, relevant identification, and supporting tax documents such as tax bills, estimated payments, and bank information if a balance is due or a refund is expected.","https://schema.org",{"og:url":78,"og:type":120,"og:title":59,"og:site_name":91,"og:description":61},"article",{"robots":122,"canonical":78},"index,follow",{"doc_id":124,"site_id":56},304821,1790193803,{"code":4,"msg":5,"data":127},{"doc_id":124,"user_id":128,"nickname":88,"user_avatar":129,"doc_module":9,"category_id":35,"category_name":36,"doc_title":59,"doc_description":61,"doc_content":130,"file_id":131,"file_url":132,"file_type":133,"file_size":134,"view_count":79,"is_deleted":4,"is_public":9,"is_downloadable":9,"audit_status":9,"page_count":15,"language":135,"language_code":57,"site_id":56,"html_lang":57,"table_of_contents":136,"faqs":137,"seo_title":138,"seo_description":61,"update_tm":139,"read_time":79},687207024478,"https://ap-avatar.wpscdn.com/davatar_a8503ba1806abce46bf441b54a3ca4cd","We will prepare your tax return following the IRS and AARP Foundation Tax-Aide requirements for IN-PERSON SERVICE. Drop-Off Service will not be offered at any location, filers must remain at the tax site.  \nSERVICE OFFERED BY APPOINTMENT ONLY  \nPrior to your appointment,   \n• Complete the NY3 Intake Form on the back of this page.  \n• Complete the enclosed IRS Intake/Interview and Quality Review Sheet  \n• Collect all the required documents outlined in Documents We Need to Prepare Each Tax Return  \nPlease note valuable information you received in your appointment confirmation email regarding additional forms you may need for your appointment.  \nAny returns with for hire income (Lift/DoorDash/Grub Hub) You must print out  and complete a separate packet [from HV-CASH.org](from HV-CASH.org).  \nIf you have questions on this process, please contact us through the United Way’s Help Line, by dialing 211 or 1-800-899-1479, Monday-Friday 9:00 am-4:00 pm or anytime at  \n[leddy@dutchesscap.org](leddy@dutchesscap.org)  \nThis entire packet [is also available for download from HV-CASH.org](is also available for download from HV-CASH.org)  \nNY3 Intake Information Form TY 2023-Counselor  \nFor use by AARP Foundation Tax-Aide Program Only  \n| Taxpayer’s Name (F/L): | County: |  | School District Name: |\n| --- | --- | --- | --- |\n| Time lived in NYS:   entire tax year   less than 6 months   more than 6 months but less than entire tax year. |  |  |  |\n| Bring the following documents and information for ALL persons included in the tax return |  |  |  |\n|   Social Security or ITIN Cards   Driver’s Licenses\u003Cbr>  HSA Self OR   HSA Family *(for filers with a Health Saving Account)\u003Cbr>  HSA \\# Months Covered *   HSA Distributions Form 1099-SA *   HSA Contributions Form 5498-SA *\u003Cbr>$  OR If HSA Contribution form is not yet available amount that was contributed * |  |   School District Tax Bill including STAR   City/Town/Village/County Tax Bill(s)\u003Cbr>  Library Tax (may be included on another tax bill)\u003Cbr>  Federal/State Estimated Payments (Amounts/Dates)   Blank/Void Bank Check (Routing/Account \\#)   Electronic Transfer OR   Mail if Refund Due  Withdrawal Date IF Balance Due AND you want\u003Cbr>an Electronic Bank Payment |  |\n\nConsider “you” in most questions to include spouse if filing a joint return and dependents.  \n\n| Credits You May Be Entitled To (All items in Taxslayer/Credits) | Yes | No | Not\u003Cbr>sure |\n| --- | --- | --- | --- |\n| 1. Did you pay long-term care insurance premiums during the tax year? (IT-249) | $ |  |  |\n| 2. Were you an active volunteer firefighter or ambulance worker for the entire tax year? (IT-245) |  |  |  |\n| 3. Did you pay unreimbursed undergraduate college tuition expenses by cash, check, credit card, borrowed funds, or 529 programs for yourself, your spouse, or your dependent(s)? Note: Does not include scholarships or other financial aid not required to be repaid. (IT-272 or IT-203B) |  |  |  |\n| 4. Did you pay child support for a minor child not living with you (noncustodial parent) through the NYS support collection unit for at least half of the year? (IT-209) |  |  |  |\n| 5. Was the total income for all individuals living in the household $18,000 or less; the NY home you owned and occupied has a current market value of $85,000 or less; or was your monthly rent $450 or less not counting utilities? (IT-214) |  |  |  |\n| 6. Was any of your income taxed by another state or local government? (IT-112R) |  |  |  |\n| 7. Do you use clean fuel oil (biofuel) for residential heating? Bring required details/invoices that must include purchase date, gallons of biofuel, and % of biodiesel per gallon of biofuel. (IT-241) |  |  |  |\n| 8. Did you purchase, install, or lease a solar energy (IT-255) or geothermal (IT-267) system or equipment at your residence during the tax year? Or electric vehicle (if yes, we cannot complete your return) |  |  |  |\n| 9. Did you pay nursing home special assessment expenses during the tax year? (IT-258) |  |  ","cbCaioKhjOpK1iIM","https://ap.wps.com/l/cbCaioKhjOpK1iIM","pdf",1059869,"English","# Pre-Appointment Service Requirements\n## Appointment-Only and Drop-Off Policy\n## Intake Forms to Complete\n# Document Checklist\n## Identification and Income Documents\n## Tax Bills, Payments, and Bank Details\n# Credits You May Be Entitled To\n## IT Question Items\n# Additions and Subtractions\n## NYS 529 and Other Items\n# Documents Needed to Prepare Each Tax Return","[{\"question\":\"What is the appointment and service policy for tax return preparation?\",\"answer\":\"Service is offered by appointment only for in-person requirements. Drop-off service is not offered, and filers must remain at the tax site.\"},{\"question\":\"Which forms must be completed before the appointment?\",\"answer\":\"Complete the NY3 Intake Form on the back of the page, and complete the enclosed IRS Intake/Interview and Quality Review Sheet before your appointment.\"},{\"question\":\"What documents are required to prepare each tax return?\",\"answer\":\"Provide items required by bylaw, including Social Security or ITIN cards, relevant identification, and supporting tax documents such as tax bills, estimated payments, and bank information if a balance is due or a refund is expected.\"}]","Full 2024 Pre-Appointment Packet - Tax-Aide In-Person Service | PDF",1789817975]