CA$H Appointment Information

We are no longer accepting appointments for the 2018 filing season.

Making an appointment for 2019 tax year (2020 calendar year)
When you receive all of your 2019 documents, it's time to call 2-1-1 Helpline and make your appointment! 211 HELPLINE will begin making appointments beginning January 20, 2020. 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 2018-2019 STCA$H Program (Flyer) that you may have received in the mail. This includes a listing of what to bring to your apppointment.

ASL: What to Bring at Tax Time (Captions & Audio)

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 (for direct deposit of your refund) 
  • All health Insurance information you have received regarding your health insurance coverage for 2018 including all 1095 A, B, and/or C.
Sources of income
  • W-2 forms for ALL jobs held during the tax year
  • 1099 forms, such as Unemployment, Social Security and Self-Employment
  • Record of cash payments received 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# (or SS#) and the amount you paid in the tax year
  • 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

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

Amendments and Prior-year returns
Appointments for prior year returns,  or for amendments (for returns filed through the STCA$H program only) will be scheduled for after April 15th.   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$H volunteers prepare accurate returns -- and possibly find you credits you did not know you qualified for. You will also be asked to show your photo ID and Social Security Card. The preparer will walk you through the return and ask you more questions along the way.
At your appointment, you will have access to information about free or low-cost financial services that can help you make a budget, get out of debt and more.
After your appointment
It is your responsibility to confirm that your return has been accepted by the IRS, as well as any state return that is filed on your behalf. Please confirm acceptance of your return 21 or more days from the date of your CA$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 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 by clicking on the "Get my refund status" link.
  • Pennsylvania: Returns can be confirmed online by visiting and following the link to "Where is my refund?"
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.