Tax Preparation and Assistance


Saturday, February 18, 2017
9:00 am - 1:30 pm
Conference Room

IRS-Certified Trained AARP volunteer tax aides are available to local residents of all ages and incomes at no charge. The nation's largest, free, volunteer-run tax assistance and preparation service is available to all individual filers regardless of income or age. Started in 1968 and, since 1980, this service has operated under a cooperative agreement with the Internal Revenue Service (IRS).

If married, both husband and wife should be present. Certain forms and personal and financial documents are required.

Taxpayers must bring:

  • Government Issued Photo ID (such as a driver's license or passport).
  • Social Security or ITIN numbers for all taxpayers and dependents.
  • Bank account/routing numbers (blank check preferable), if expecting a refund.
  • All 2015 income report forms received
  • SSA1099 if you were paid Social Security benefits.
  • W-2(s) from your employer(s).
  • W-2G from gambling winnings.
  • 1099G from unemployment compensation payments.
  • 1099s: Bank interest, stock dividends, retirement distributions, brokers.

Other Important Documents:

  • Receipts for deductible expenses including real estate and vehicle taxes paid.
  • Verification of the original purchase price of sold assets (home, stocks, etc.).
  • Receipts/canceled checks if itemizing deductions (e.g., charity contributions).
  • Proof of Health Insurance (Form 1095-A from Health Insurance Marketplace or private plan identification).
  • Copy of last year's Federal and State tax return(s), if possible.

For more information or to make an appointment, please call 203-669-5236.

Event Ages

Event Categories

Tags

We often take pictures and videos at our events. Here's why.

subscribe to our weekly newsletter