The Senior Center offers Tax Service February - April
Make sure you have all of your paperwork before scheduling an appointment. The Tax Volunteers can help you file simple Federal and State income tax returns, including Homestead Property Credit and Home Heating Credit. COMPLEX TAXES MUST BE COMPLETED BY A TAX SERVICE INSTEAD OF OUR VOLUNTEERS! This includes any business pursuits you might have been involved with. If you’ve had your taxes done here before, please mention it when making your appointment.
Tax Time Check List
During the month of January, you will receive various forms/statements, etc., from employers, banks, credit unions, brokerages, insurance companies and so on. All of these things are needed for completing your tax returns.
Please print out and use the check list below and attach your forms as they are received so that when you schedule your appointment, you will be all set to go to the Center and have your taxes prepared. EVERYONE MUST BRING A PHOTO I.D. AND SOCIAL SECURITY CARD WITH THEM TO HAVE THEIR TAXES DONE.
1._____ 2016 tax filed forms, no matter where they were done
2._____ 2017 Interest Statement for bank or credit union (1099-INT)
3._____ 2017 Statements of dividends earned or capital gains distributions from mutual fund companies or sale of stocks (1099 Div., 1099B) Please calculate your cost basis of stocks/funds that you sold.
4._____ 2017 statements for income received from pensions, annuities, IRA, etc. (1099 R)
5._____ 2017 information about any earned income (W-2, 1099's)
6._____ 2017 premiums paid by you for health insurance
7._____ Summer AND Winter property tax bills. BOTH bills must be brought in; the bill that was due in Sept. 2017 AND the bill due Feb. 2017
8._____ 2016 AND 2017 state income taxes paid in 2016, if you itemize your deductions
9._____ 2017 heating bills. (Please get a printout from your utility company for billings for Nov. 1, 2016 through Oct. 31, 2017)
10._____ Any and all Federal and/or State income tax forms you may have received in the mail
11._____ 2017 Social Security Benefit Statement (SSA-1099)
12._____ Any other information you feel may be helpful in preparing your taxes
13._____ If you want your return direct-deposited, you must bring a blank check or savings account information with both the account number and routing number.
14._____ If you rent have the amount you pay each month and the name and address of your landlord.