Appointment Information

Making an appointment for 2016 tax year When you receive all of your 2016 documents, it's time to call 2-1-1 Helpline and make your appointment! 211 HELPLINE will begin making appointments beginning January 23, 2017. 
Just call 211 or 1 (800) 346-2211 
Monday through Friday
8:30 a.m. to 5 p.m.
2-1-1 will help you find the appointment location and time that work best for you. Sites are available through Chemung, Steuben and Schuyler counties, and special one-day CA$H sites will be scheduled throughout the season. 

If you think you owe ...
If you think you may owe money, don't put off filing! You must file by the deadline, or face penalties. Some things to remember:

  • Don't panic!
  • If you cannot pay the full amount you owe, you should still file your return by the deadline and pay as much as you can.
  • You should also contact the IRS at (800) 829-1040 to discuss your payment options.
  • The IRS may be able to provide some relief, such as a short-term extension to pay or an installment agreement. 
  • visit the IRS website for more detailed information link to IRS payment options

 What to bring to your appointment

  • A copy of last year’s return - very important this year, as we are using new software and do not have access to prior years' returns.
  • Social Security cards and birth dates for you, your spouse and all dependents you are claiming
  • Picture ID for you and your spouse, if filing jointly (Please note this is an IRS requirement to help avoid identity theft.)
  • Any letter or notice you received from the IRS
  • A deposit slip with your savings and/or checking routing and account numbers, or the routing and account number for your refillable debit card (for direct deposit of your refund) 
  • All health Insurance information you have received regarding your health insurance coverage for 2016 including all 1095 A,B, or C. click here for more information 

    Sources of income

  • W-2 forms for ALL jobs held in 2016
  • 1099 forms, such as Unemployment, Social Security and Self-Employment
  • Record of cash payments received in 2016 for work not reported on W-2 forms or 1099 forms
  • Pension documents, including records of withdrawals from 401(k) or other pension plans
  • Documentation of cancellation of debt
  • Records of your contributions to Traditional and Roth IRAs, and Health Savings Accounts
  • Records showing any Estimated Tax payments made 

    For possible deductions and credits

  • If you paid for child care, bring documentation listing provider name, address, tax ID# and the amount you paid in 2016
  • If you, your spouse or a child attended college, bring your tuition expense statement (1098T), documentation of amount spent on books, supplies and equipment, and college account statement
  • Student loan interest statement (1098E)
  • Documentation of alimony and child support
  • Property taxes paid, or rental information for NYS credit
  • If you are itemizing, bring documentation of out-of-pocket expenses for:
    Medical bills paid by you(not reimbursed by your insurance)
    Charitable contributions
    Mortgage interest and points
    Real estate taxes paid
    Job-related expenses
    Job-hunting expenses

  Please bring any other information you think we may need to prepare your return(s) successfully!

Amendments and Prior-year returns
During the tax season, appointments are for prior year issues, including returns or amendments will be scheduled for after March 6th, 2017. Call 2-1-1 HELPLINE for more information about scheduling an appointment.
 Appointment times are limited during the "off season".

What to expect at your appointment
When you arrive at your appointment, you will be asked to fill out paperwork that will help CA$H volunteers prepare accurate returns -- and possibly find you credits you did not know you qualified for. You will also be asked to show your photo ID and Social Security card. The preparer will walk you through the return and ask you more questions along the way.

At your appointment, you will have access to information about free or low-cost financial services that can help you make a budget, get out of debt and more.


After your appointment
It is your responsibility to confirm that your return has been accepted by the IRS, as well as any state return that is filed on your behalf. Please confirm acceptance of your return 15 or more days from the date of your CA$H appointment.

Go online to verify your refund status. To do so, you will need the following information: your Social Security number, your filing status and the amount of your refund /balance due.

  • Federal: Visit the "Where is my refund?" section of the IRS online at www.irs.gov/refunds and follow the prompts provided to confirm the status of your federal return.
  • New York: You can confirm the acceptance of your New York State return online at http://www.tax.ny.gov/ by clicking on the "Get my refund status" link.
  • Pennsylvania: Returns can be confirmed online by visiting http://www.revenue.state.pa.us/ and following the link to "Where is my refund?"

Purchasing a bond with your refund? Once your return has been processed you can contact the Treasury Retail Securities site at (800) 245-2804 to inquire about the status of your bond, if necessary, or look online at http://www.irs.gov/.

To make the most of your resources, CA$H would like to remind you that there are several local programs that can assist you with your financial health. Most are free services that help to expand your knowledge with important skills like family budgeting, banking basics, avoiding identify theft, credit repair, debt management, and buying a home for the first time.

Please ask your tax volunteer about related printed material available at this tax site. For further information about available financial education services near you, call 211 HELPLINE by dialing 2-1-1 or (800) 346-2211.