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Eligibility & What To Bring

WHO IS ELIGIBLE FOR FREE TAX HELP?

  • Families earning up to $56,000 annually
  • Individuals earning up to $30,000 annually
  • Taxpayers who need to file amendments (Form 1040X or Form IL-1040-X) must call (312) 588-6900 to make an appointment during March or during a special summer session. Priority will be given to current-year returns during the regular tax season (February-April).

WHO IS NOT ELIGIBLE FOR TAX HELP?

  • Those who have income from rental property
  • Those who filed bankruptcy in the year they wish to file
  • Those that received Form 1099-A (Acquisition or Abandonment of Secured Property)
  • There are also other, less common situations that are out of scope. If you are unsure whether or not Ladder Up can prepare your return, please leave a message at (312) 409-1555 with your tax situation and question or check Ladder Up’s website: www.goladderup.org/TAP

WHAT INFORMATION SHOULD I BRING TO A TAX SITE?

Personal Information

  • Original Social Security card or Individual Taxpayer Identification Number (ITIN) for yourself, your spouse, and ALL other individuals listed on your tax return
  • A valid form of photo identification (for you and for your spouse if you are filing a joint return)
  • Bank routing and account numbers for your savings account, checking account, and/or prepaid card
  • Verification of health insurance if purchased through the Marketplace (Form 1095-A)
  • Copy of last year’s tax return, if available
  • If Married Filing Jointly, BOTH spouses must be present to have the return prepared

Year-End Income Statements

  • W-2 form for each job
  • 1099-MISC or 1099-K for self-employment income, such as rideshare driving with Uber/Lyft
  • 1099 forms for retirement, Social Security, unemployment, interest, dividends, stock sales, and miscellaneous income

Expenses and Credits

  • Record of educational expenses you paid for children in grades K-12
  • Tuition expenses paid for you or your children to attend college or university (Form 1098-T)
  • Student loan interest paid (Form 1098-E)
  • Childcare expenses: Provide name, address, and tax identification number (Employer Identification Number or Social Security Number)
  • Homeowners: Mortgage interest and real estate taxes paid
  • Self-employed taxpayers: Job-related expenses

IF YOU DO NOT QUALIFY FOR FREE TAX HELP