The Senior Center offers Tax Service February - April
TAX TIME IS UPON US!!
Beginning Monday, January 14th, you can call to make an appointment to get your taxes done. Time slots will begin on January 29th. Please be sure you have all of your paperwork before scheduling an appointment. Use the checklist below when gathering your documentation. The AARP tax volunteers are able to help you file simple Federal and State income tax returns, including Homestead Property Credit and Home Heating Credit. Due to changes in the property tax rules, more people will be eligible for credits this year. It is suggested that everyone bring their property tax bill to their appointment. FYI, COMPLEX TAXES MUST BE COMPLETED BY A TAX SERVICE! This includes any business pursuits. Appointments fill quickly so call as soon as possible.
COMPUTER ROOM REMINDER
Once tax season begins the Senior Center’s Computer Room will only be open on Mondays. Our consultant Ralph Rumpf will be available that day only from 9:00 am to Noon. After tax season the schedule will return to Mondays and Wednesdays.
EVERYONE MUST HAVE A PHOTO ID AND SOCIAL SECURITY CARD WITH THEM TO HAVE TAXES DONE. THERE WILL BE NO EXCEPTIONS!
IF FILING MARRIED/JOINTLY, BOTH PEOPLE NEED TO BE PRESENT.
Also, bring ALL of the following to your appointment:
1._____ 2017 tax filed forms, no matter where they were done
2._____ 2018 Social Security Benefit Statement (SSA-1099)
3._____ 2018 Interest Statement for bank or credit union (1099-INT)
4._____ 2018 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/fundsthat you sold
5._____ 2018 statements for income received from pensions, annuities, IRA, etc. (1099 R)
6._____ 2018 information about any earned income (W-2, 1099's)
7._____ 2018 premiums paid by you for health insurance
8._____ Summer AND Winter property tax bills. BOTH bills must be brought in; the bill that was due in Sept. 2018 AND the bill that is due Feb. 2019
9._____2017 AND 2018 state income taxes paid in 2018, if you itemize your deductions
10._____ 2018 heating bills. (Please get a printout from your utility company for billings for Nov. 1, 2017 through Oct. 31, 2018)
11._____ Any and all Federal and/or State income tax forms you may have received in the mail
12._____ Any other information you feel may be helpful in preparing your taxes
13._____ If you want your refund 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