Yes! All filing options are completely free.

There is no income eligibility requirement to self-file for free using the filing on your own option. To be eligible to file your taxes for free using the file with virtual help or file with in-person help options for tax year 2023, you will need to meet the following criteria:

• Income at or less than $64,000 ($66,000 or less if filing with virtual help)
• No rental income (from a property you own)
• Did not file for bankruptcy last year
• Had no cancellation of debt outside of non-business credit cards
• No clergy income
• If married, are filing jointly
• If self-employed, no business related expenses over $35,000 or businesses with employees, inventory, business property, net loss, or depreciating assets.
• No sales of cryptocurrency

The following requirements are subject to change for the 2023 tax return year, but can be a helpful guide determining eligibility. If one of the following is part of this year’s tax return, we will NOT be able to provide you with assistance:

• More than five (5) capital gains transactions (i.e. stock sales)
• Rental income
• Income from a partnership or trust
• Depreciation related to business income
• Multi-state tax forms
• Form 1040 NR
• We DO NOT do returns for taxpayers “Married Filing Separate”

• Photo ID (ex: Driver License)
• Original Social Security cards and birth dates for you, your spouse and dependents (if you do not have a social security card, please bring your Individual Taxpayer Identification Numbers or we can obtain one for you if you have not applied for one in prior years)
• Wage and earning statement(s): Form W-2, W-2G
• Interest and dividend statements from banks (All Form 1099’s)
• Date acquired, cost, date sold, and selling price for stock sales
• For Day Care: Provider’s identifying number, phone number, and amount paid for care
• For Renters: Name, address and phone number of landlord
• Bank routing and account numbers for direct deposit (encouraged)
• A copy of last year’s federal and state returns if available
• Health insurance coverage information
• Covered CA Form 1095-A
• All other current tax documents/forms including relevant income/expense information
• It is extremely important that each person use the correct Social Security number.
• In addition, both spouses must be present to sign the required forms to electronically file a joint return.