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Community Tax Aid does not discriminate based on race, color, national origin, sex, disability, age, and reprisal for previous civil rights activities. CTA will make every effort to provide reasonable accommodations to persons with physical disabilities, sensory loss, or limited English proficiency. These accommodations will be provided at no cost to the taxpayer.

(updated 1/30/2022)

What do you need to bring to the tax assistance site?

  • Important Letters from the IRS or healthcare Marketplace
  • Identity Verification Documents
    • Government issued photo ID (and your spouse’s photo ID if filing a joint return)
      If filing a joint return, both of you must be present
    • Social Security Number or ITIN documentation for every person to be listed on the tax return if they have been issued a Social Security Number or ITIN. Bring one of the following:
    • If you need to prepare a tax return in order to apply for an ITIN, we can prepare the tax return, but we ask that you first obtain assistance filling out the ITIN application. The following organizations can provide assistance:
        • CARECEN at (202) 328-9799
        • CASA de Maryland at (240) 491-5747
    • List of birth dates for all individuals to be claimed on tax return
    • If you claim dependents on your tax return, also bring their income documents.
  • Especially for tax years 2021 and 2020
    • If you are filing for a 2020 or 2021 tax return, bring information on the Economic Impact Payments you received during 2020 or 2021.
    • Copy of your 2019 tax return if you worked in 2019 and the income you earned from work was larger than the income you earned from working in 2020 or 2021, you may qualify for a larger Earned Income Credit. Bring a copy of the 2019 return so that we can check for you.
    • NEW: charitable contributions. For tax years 2020 and 2021 you can deduct monetary charitiable contributions even if you don’t itemize.
    • NEW: Child Care Expenses. For tax year 2021 almost everyone with unreimbursed child care expenses is elible for a credit worth up to 50% of the unreimbursed expenses. Make sure to bring the child care providers name, tax ID, and the amounts paid for each child in 2021.
      • If you are a DC resident and had a child under age 4 as of Sept. 30 that did not recieve a daycare subsidy, ask your provider for their DC license number- not needed if the facility was operated by the federal government or a federal contractor.
  • Copy of your 2020 tax return so we can double check important information.
  • Documenation showing your income during the tax year
    • All forms you might have received for doing work during the year such as:
      • W2 from your employer
      • 1099-NEC, 1099-K, 1099-MISC (from work as a contractor of self-employment)
      • List of cash, check or app payments received if not otherwise shown on a tax form
      • Tax summaries from payment apps showing gross income and expenses (example: Uber, Lyft, etc.)
    • 1099-G (for unemployment compensation)
    • All forms pertaining to retirement income, usually on a 1099-R or 1099-CSA
    • 1099-SSA showing amoung of Social Security or Social Security Disabilty received (there is no tax form for SSI)
    • Any other income records (such as a statement from your bank showing the interest you received during the year)
  • Information to receive deductions and credits
    • Information o the charitable contributions you made. [NEW: Even if you don’t itemize deductions, you might be able claim up to $300 in donations you each made by cash or check.]
    • If you own your home, bring the amount of real estate taxes you paid.  You need this information even if you do not itemize.
    • If you had unreimbursed child care expemses, bring the name, address and taxpayer identification number of a child care provider
    • Records of student loan payments
    • Records of payments for higher educational expenses for you or your dependent
      • Form 1098-T for the current (2021) and prior (2020) year
      • Print out of student account information showing charges, payments and grants for the period Fall 2020 through Spring 2022
  • If you want to receive your refund by direct deposit, bring an original or copy of a check, or contact your bank to get the routing number and account number.  If you only have a savings account, contact your bank to get the routing number and account number.
  • If you moved to a new state during the tax year, the date you moved to the new state.