The 2019 state and federal income taxes due date has been extended to July 15, 2020 due to the COVID-19 pandemic. Please note that all MCLS libraries are currently CLOSED. During this time, free copies of IRS tax forms and instructions can be ordered online at www.IRS.gov/orderforms or by calling 800-829-3676. Forms can also be downloaded at www.irs.gov/forms-pubs.
Federal Economic Impact Payments information: Eligible Social Security recipients and railroad retirees who are otherwise not required to file a return will not be required to file a return or provide further information. Find out more about Economic Impact Payments and If You Still Need to File. Information is regularly being added to IRS.gov/coronavirus. You may also follow the IRS Social Media accounts to receive the latest information.
Message from the New York State Department of Taxation and Finance Facilitated Self Assistance (FSA) Tax Assistance Program:
As you are aware, due to the Coronavirus (COVID-19) concerns, we have suspended in-person FSA services throughout the state. In addition, we recently announced that we are extending the state filing deadline for personal income tax filings to July 15th to match the extended Federal due date.
In order to continue our support for tax filers during this uncertain time, we have developed tutorial videos to assist filers to select the right software and file their returns.
The videos are located on our website at https://www.tax.ny.gov/pit/efile/filing-checklist.htm and will provide step-by-step guidance on:
- Getting started and how to use the software,
- Selecting the right software and creating account,
- Navigating the different sections of the return; and
- Getting all the deductions and credits you qualify for.
Our website also offers other resources and information which includes access to other free tax filing software options: https://www.tax.ny.gov/fsa/default.htm.
Federal Tax Returns
E-filing
Which Form Should I Use?
IRS Online Tax Forms, Instructions, and Publications
IRS Online Tax Forms, Instructions, and Publications for Previous Years
Where to File Federal Returns
Internal Revenue Service
Need Help?
IRS office in Rochester
255 East Avenue
Rochester, NY 14604
Mon. – Fri. 8:30 am – 4:30 pm
585-269-7307 (this phone is not answered–it provides an informational message only)
Click here for more information.
New York State Tax Returns
E-Filing
Which Form Should I Use?
NYS Online Tax Forms, Instructions, and Publications
NYS Online Tax Forms, Instructions, and Publications for Previous Years
Where to File NYS Returns
New York State Dept. of Taxation
Need Help?
Personal Income Tax Refund Info – 518-457-5149
Personal Income Tax Info Center – 518-457-5181
Family Tax Relief Credit – 518-485-1057
**SUSPENDED UNTIL FURTHER NOTICE**
Free Tax Filing Assistance at the Central Library
The New York State Department of Taxation and Finance Facilitated Self Assistance (FSA) Tax Assistance Program will be at the Central Library on Wednesdays, January 29 – April 15 from 10 am-6 pm on the 4th floor in the Business Insight Center. This is a free self-preparation service and the NYS DTF FSA Tax Assistance staff are there to provide help and answer questions in order to guide a person through the online process of filing their 2019 individual income taxes.
What you need to know:
- The NYS DTF FSA Tax Assistance staff do not provide tax advice.
- There are no income limits for 2019, however, schedule C filers are limited to $69,000 and investment income is limited to $3,000.
- Laptops will be provided.
- To make an appointment please call 585-428-8110.
- Walk-ins will be accepted if scheduling permits.
What you need to bring:
- Valid photo ID
- Last year’s tax returns – important to determine adjusted gross income.
- Birth dates and social security numbers for you, your spouse and any dependents.
- Income documents – such as Form W-2, Form 1098 and Form 1099
- Healthcare statements (1095-A or 1095-C).
- Information for tax credits.
- Routing and bank account numbers for direct deposit.
You must have an active, valid e-mail address.
**SUSPENDED UNTIL FURTHER NOTICE**
Free Tax Preparation in Monroe County
The CASH (Creating Assets, Savings, and Hope) Coalition operates free tax preparation in Monroe County. IRS Certified Volunteers prepare and electronically file federal and NYS tax returns for income-eligible persons and families. Click here to view eligibility requirements.
CASH will be located at the Central Library of Rochester & Monroe County. For hours of operation click here. For more information about CASH services, call 585-242-6485 or visit the CASH website.
Tax Guides
General income tax guides : J. K. Lasser’s Your Income Tax; Your Federal Income Tax for Individuals (IRS publication 17).
Professional tax guides (reference only): Commerce Clearing House Federal Tax Guide; Commerce Clearing House State Tax Guide; Commerce Clearing House State Tax Reporter – New York.
These resources are available in the Business Insight Center of the Central Library.
Please Note: Library staff cannot provide tax help or advice but will be happy to help you locate tax forms in paper and online and find local tax assistance.
Tax Websites