Making an appointment for 2017 tax year (2018 calendar year)
When you receive all of your 2017 documents, it's time to call 2-1-1 Helpline and make your appointment! 211 HELPLINE will begin making appointments beginning January 22, 2018. Just call 2-1-1 or 1-800-346-2211 Monday through Friday from 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$H sites will be scheduled throughout the season.
Here is the STCA$H Program (Flyer) that you may have received in the mail. This includes a listing of what to bring to your apppointment.
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:
What to bring to your appointment
Sources of income
For possible deductions and credits
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 (for returns filed through the STCA$H program) will be scheduled for after March 5th, 2018. Call 2-1-1 HELPLINE for more information about scheduling an appointment. Appointment times are limited during the "off season."
What to expect at your appointment
When you arrive at your appointment, you will be asked to fill out paperwork that will help CA$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$H appointment.
Go online to verify your refund status. To do so, you will need the following information: your Social Security number, your filing status and the amount of your refund /balance due.
Purchasing a bond with your refund? Once your return has been processed you can contact the Treasury Retail Securities site at (800) 245-2804 to inquire about the status of your bond, if necessary, or look online at http://www.irs.gov/.
To make the most of your resources, CA$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.