2024 Tax Preparation and Filing Intake Form

JavaScript isn't enabled in your browser, so this file can't be opened. Enable and reload.

Email *

Student ID number (EMPL):

Note: if you are NOT a CUNY member, add ID number of the person that referred you and your relationship

Last Name
*

First Name (if filing married add both names)
*

Phone number

Preferred Email address *

Please answer all preliminary questions below: *

Yes

Did you earn (or your spouse, if filing a joint return)more than $79,000 in 2023?

Did your (or your spouse, if filing a joint return) investment income exceed $11,000 for 2023

Are you (or your spouse, if filing a joint return) filing a tax return as a member of the Armed Forces?

Do you (or your spouse, if filing a joint return) have rental income from real property that exceeds 15 days?

In 2023, did you (or your spouse, if filing a joint return) have self-employment income that involved a vehicle?

Yes

Did you earn (or your spouse, if filing a joint return)more than $79,000 in 2023?

Did your (or your spouse, if filing a joint return) investment income exceed $11,000 for 2023

Are you (or your spouse, if filing a joint return) filing a tax return as a member of the Armed Forces?

Do you (or your spouse, if filing a joint return) have rental income from real property that exceeds 15 days?

In 2023, did you (or your spouse, if filing a joint return) have self-employment income that involved a vehicle?

Preferred Language
*

English

Spanish

Manderin/Cantonese

Korean

Other:

US Residency Status
*

U.S. Citizen or Legal Permanent Resident (green card holder)

International Student

Other Non-resident (DACA, TPS, work authorization, etc.)

Did you file a 2022 tax return last year?
*

Yes (you must have a digital or paper copy of 2022 tax return available)

No, I did not file last year

Were you claimed or will you be claimed as a dependent on your parents’ or someone else’s tax return? ( If your parents or another person provided more than half of your support throughout the tax year, they have the right to claim you. Verify this before attending a tax prep session)
*

Yes

No (no one can claim me; I supported myself)

Maybe, I still need to confirm

What is your filing status?
*

Single (unmarried and no dependents)

Head of household (have qualifying dependent(s))

Married filing separately (still must have spouse’s SSN and DOB in order to file)

Married filing jointly (must have spouse’s authorization, they must be present or give verbal consent and show ID over camera if cannot be present)

Qualifying widow

Are you claiming any dependents? For example: children, parents, or another person for whom you provide more than half support in 2023
*

Yes (must have complete names and social security numbers in order to claim dependent)

If answered yes to the question above regarding dependents, state how many you are claiming and the relationship to you (Example: 2 dependents- my children ages 2 and 5)

What type of income did you earn in 2023? (select all that apply and enter how many of each in question 14)
*

W2 wage income

Self-employed or business income (Ex: forms 1099-Misc., 1098s, K-1)

Unemployment benefits reported on Form 1099-G (you must obtain digital or paper copy from Department of Labor website)

Retirement income reported on Form 1099-R, 1099-SSA

Investment income reported on Form 1099-INT, 1099-DIV, 1099-B or other Forms.

No income received in 2023

Required

Enter how many of each type of income you received in 2023 (Example: 3-W2s and 1- 1099 Misc.)
*

Did you pay qualifying childcare expenses during 2023?
*

Yes (must have provider name and tax identification number (EIN) OR social security number, and amount paid for 2023 in order to claim)

Did you pay child support through the child support system? (for non-custodian parents only)
*

Yes

Did you have education expenses and/or tuition paid out of pocket?
*

Yes (copy of Form 1098-T required. Received from school(s) attended in 2023 where you paid out of pocket. If also claiming textbooks and other education expenses , should have total exact amounts and vendor info)

Did you receive a student loan forgiveness award from Higher Education Service Corporation (HESC)?
*

Yes

Do you have a New York State driver license or State issued ID? (Please note, this information is required on the state return; if missing, it will cause delay in processing of tax return)
*

Yes

Would you like your refund to be direct deposited to your bank account?
*

yes (please have your routing/ABA number and account number during filing session)

no (will be a paper check refund. Please be advised this may take a few weeks longer to receive.)

Clear form

Never submit passwords through Google Forms.

This content is neither created nor endorsed by Google. Report Abuse - Terms of Service - Privacy Policy

Forms