Taxpayer Assistance Program (TAP)
If your 2023 federal adjusted gross income (FAGI) was $79,000 or less, you qualify to receive free tax assistance from the department. We can help you prepare and electronically file (e-file) your 2023 federal and state income tax returns at no cost. (Note: Federal adjusted gross income is defined as gross income minus adjustments to income. Gross income includes your wages, dividends, capital gains, business income, retirement distributions, as well as other income. For more information, visit the IRS at Definition of Adjusted Gross Income.)
During a pre-scheduled or walk-in session, our department representatives will guide you through free tax preparation software, step-by-step, as you complete and file your own tax return. Our online tax software is a safe and secure way to file. It’s quick and easy!
For step-by-step instructions to help you prepare to file and choose the software that's right for you, see Get ready to e-file your income tax return.
What you need to file:
- basic computer skills or be comfortable using a computer
- an active email account;
- a photo ID (driver license, passport etc.);
- driver license: required to submit New York State return
- all your income documents (W2’s, 1099’s, etc.) and other documents available; and
- a copy of your 2022 tax return (if you filed)
- ability to check the status of your return after it’s submitted to confirm if it was accepted or rejected.
Note: Remember to have a copy of last year’s return available so you have all the information you need to easily e-file!
Register for a session
Register to attend a session directly with the department or through one of our partners. To view a current schedule of available appointments:
How to have a successful TAP filing experience
1. Have all of your tax documents and personal information available for the in-person or webinar session.
You must have all of the following information available on the day of your scheduled session:
- email address
- copy of your 2022 tax return or your 2022 federal adjusted gross income (FAGI) if you filed a tax return last year.
- photo ID, including driver license, state-issued nondriver ID or NYC ID (for you and your spouse, if filing jointly).
- birth dates and Social Security numbers for you, your spouse, and your dependents
- proof of income (wages, unemployment, interest, and dividend statements):
- Forms W-2, 1099-G, 1098, and other 1099 forms
- any documents that show additional income, including cash income
- Forms 1095-A, B, or C, Affordable Healthcare Statement
- information related to any tax deduction or credits you’re claiming
- your banking information (the account number and the routing number for your bank, which you can find on a blank check)
Note: If you received unemployment from the New York State Department of Labor in 2023, you must visit Department of Labor to obtain a copy of your 1099-G unemployment statement.
Tip: Completing the intake questionnaire will help make sure you have what you need!
Note: If you used TAP software from last year, you will use your existing username and password to login during the session. If not, please set up a new account.
It helps to create the online account in advance of your session and start on your return. When you create your account, you’ll need to:
- Decide on your username. It must be at least six characters.
- Create a password. It must:
- be at least eight characters,
- include at least one uppercase letter,
- include at least one lowercase letter,
- include at least one number, and
- include at least one special character ($, #, %, or !).
- Complete the security questions and answers (each question must have a different answer).
Note: It’s best to select security questions that never change (for example: first job, name, and model of first car). In addition, you should document your username and password, and save it in a safe location for future use. You may use our printer-friendly document to record your username, password, and security questions. You will need your username and password each time you access the software.
The average in-person tax assistance session takes up to an hour-and-a-half to prepare returns. If you select the virtual option, you should allocate two hours to complete your return. When you join a virtual session, you will be placed in a private breakout session to check your photo ID, driver license, state-issued nondriver ID, or New York City ID. You will then be placed in the main session where you will prepare your return privately on your computer or mobile device as we guide you through the steps.
After submitting your return, you need to:
- Keep a printed copy of the return and confirmation page, if applicable, for your records.
- Check your email account to ensure your return is accepted by the IRS and New York State. The software will send you an email confirming if your return was accepted or rejected.
- If your return is rejected, sign into your online tax software account and follow the instructions provided in the email. If you are still unable to submit, contact us by making a follow-up appointment at the same location or the partner you filed with for assistance.
For more information, see Individuals.
Please review our e-file disclaimer.
Can’t find a session that works for you: Access other e-file options
From the comfort of your home, you can use your own computer, tablet, or mobile device to prepare and e-file your income tax returns whenever and wherever you want using similar secure software we use during our TAP sessions. To learn more, see Other e-file options.
Important: Make sure you review the eligibility criteria for each software provider before selecting a product.