Tax Preparation

Do You Qualify?

If you worked in 2022 and earned $60,000 or less, we invite you to work with one of our neighborhood tax preparation sites. Our sites will help you prepare and file your taxes for free. You can also file your taxes completely online.

The Boston Tax Help Coalition wants to make sure that if you qualify for the Claim Earned Income Tax Credit (EITC) you receive it. The EITC is a refundable credit for people who work. This year the EITC is worth up to $6,936.

Single Eligibility

3 or more children and earn $53,057 or less
2 or more children and earn $49,399 or less
1 child and earn $43,492 or less
No children and earn $16,480 or less (and you are between the ages of 25 and 65)

Married

3 or more children and earn $59,187 or less
2 or more children and earn $55,529 or less
1 child and earn $49,622 or less
No children and earn $22,610 or less (and you are between the ages of 25 and 65)

Tax Year 2021 Maximum EITC Credit

$6,935 with three or more qualifying children
$6,164 with two qualifying children
$3,733 with one qualifying child
$560 with no qualifying children

Virtual Tax Prep

If you have a smartphone you can take and send photos with, or a computer with access to a scanner, you can prepare and file your taxes online! The Boston Tax Help Coalition has teamed up with GetYourRefund.org to provide remote tax preparation, assisted by certified VITA volunteers!

What You'll Need

Access to a smartphone or computer
Photo ID
Tax Documents
Email address and phone number

How it Works

You'll be asked a series of questions
Upload your tax documents
Schedule a call with a certified IRS tax preparer to be finalized
Submit your return

What You Need

Identity and Banking Documents

Non-Expired Photo ID
Social Security Card or Individual Taxpayer ID Letter (ITIN for you and everyone else who will be in your tax return, including dependents and souse)
Legible bank account and routing numbers, if you want your refund deposited directly into your account

Previous Year's Documents

A copy of your 2020 federal tax return from last year (it may look like this and should say “2021” at the top)

Current Documents

You may have received many of these documents by mail or by email.

All 1099 forms: 1099G (unemployment), 1099 R(pension payments), 1099INT (bank interest), 1099SSA (Social Security), 1099 or self-employment
W2 forms from all jobs in 2022
Proof of health insurance (Health insurance cards, HC-1099 and 1095-A. 1095-C if applicable) for taxpayer, spouse, and all dependents*
If you received health insurance through the Affordable Care Act Marketplace or the Massachusetts Health Connector, you must bring in a 1095A
Total Child care expenses in 2022, and child care provider’s name, address, and Employer Identification Number (EIN) or Social Security Number (SSN)
All 1098T forms (tuition payments), college statements, receipts for school materials
Total student loan interest paid (1098E) or lender statement (1098E) or lender statement
Total rent paid in 2022
Proof of ANY deductible out-of-pocket expenses (mortgage payments, property taxes, homeowner expenses, charitable receipts)
Any mail from the Massachusetts Department of Revenue and/or from the IRS
The IRS letter that says you received the Child Tax Credit, if you got this credit