Joann Erenhouse: Senior Solutions | Great tax help is available from AARP

Posted
Don't miss the big stories. Like us on Facebook.  

The AARP Foundation Tax-Aide Program will be offering free tax assistance for both federal and state income tax processes. This program is for the low- to moderate-income individuals who would like assistance completing this process. Please contact the following locations starting mid-January to make your appointment.

Martin Memorial Hall, 5259 Route 5, Ascutney. Call 802-885-3933 and specify Ascutney. Available Tuesdays.

Bellows Falls Area Senior Center, 18 Tuttle St. Call 802-463-3907. Available Mondays and Thursdays.

Chester American Legion Post 67, 637 Route 103. Call 802-824-3016. Please do not call the Legion. Available Mondays.

Neighborhood Connections, 5700 Route 100. Call 802-824-4343. Available Tuesdays.

Springfield Senior Center, 139 Main Street. Call 802-885-3933 and specify the Senior Center. Available Mondays, Tuesdays and Thursdays.

The checklist below includes items you need to bring when you visit an AARP Foundation Tax-Aide site for them to help you prepare your tax returns.

- Previous year's tax returns.

- Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return.

- Government-issued photo ID for each taxpayer.

- Checking or savings account information if you want to direct deposit any refunds or direct debit any amounts due.

- Identity Protection PIN (IP PIN) (for each individual if applicable).

- Income.

- W-2 for each employer.

- 1099-G form for unemployment compensation or state/local income tax refunds.

- SSA-1099 form showing the total Social Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form.

- 1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets.

- 1099-R form if you received a pension, annuity, or IRA distribution.

- 1099-MISC, 1099-K, or other 1099 forms. If you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses.

- Information about any other income of any form including cash or other than cash.

- Payments.

- Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents.

Article Continues After These Ads

- Deductions.

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. If so, bring the following information:

- 1098 form showing home mortgage interest.

- A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term insurance and bills for medical related home improvements such as ramps and railings for people with disabilities.

- Summary of cash and non-cash contributions to charity.

- Property tax bills paid during the year (frequently shown on mortgage statement).

- Health Insurance.

- 1095-A forms if you purchased insurance through the Marketplace (Exchange).

- 1095-B/1095-C forms (optional).

- Any exemption correspondence from the Marketplace (if applicable).

- Credits/Adjustments

- Dependent care provider information — name, address, telephone number and employer ID or Social Security number and amount paid to provider.

- 1098-T form for education expenses plus statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received. Also bring a summary of any other education expenses.

- 1098-E form for student loan interest.

- Privacy Information.

AARP Foundation operates the AARP Tax-Aide program under a cooperative agreement with the IRS. To help you complete your tax forms, AARP's trained and IRS-certified volunteers will see personal information that you give them about you and your finances. This information is strictly confidential. They will not share your information with anyone except as necessary to accurately file your tax returns or as otherwise required by law.

AARP Foundation Tax-Aide keeps different types of information about you, and for different periods of time, depending on the services you ask them to provide you.

If you ask AARP to file your return electronically, they keep your return information temporarily so that they can electronically process your return, ensure acceptance by the IRS and forward your information as required by the IRS, as well as any state taxation authority (state regulations may vary).

Your return information will generally be turned over to the IRS or otherwise disposed of by the end of April of the year in which we file for you. If you are e-filing, they retain aggregate data (such as city, state and ZIP code information, and return information collected at the site level, such as total returns by filing status or total Earned Income Tax Credit payment) for program analysis. This aggregate data do not include names, Social Security numbers or other personally identifiable information about individuals.

AARP also keeps general, personally identifiable information (such as your name, address, birth date, identification numbers and employer address) for use with next year's filing. The personally identifiable information AARP Foundation Tax-Aide keeps for you will be kept confidential and will not be sold, given away or used for commercial purposes.

In all cases, AARP takes reasonable measures to help ensure that only AARP Foundation Tax-Aide staff and volunteers who need access to your information for the purpose of helping with your tax preparation and filing will have such access. We maintain reasonable policies and procedures intended to protect the confidentiality of your information.

If you have any questions about this notice, please contact AARP at taxaide@aarp.org.

Joann Erenhouse, Esq., is the community relations director for Senior Solutions, the federally-designated Area Agency on Aging serving Southeastern Vermont since 1973. Senior Solutions provides information and assistance and administers a variety of programs for older adults and people with disabilities. Call 802-885-2669 or visit www.SeniorSolutionsVT.org.


TALK TO US

If you'd like to leave a comment (or a tip or a question) about this story with the editors, please email us. We also welcome letters to the editor for publication; you can do that by filling out our letters form and submitting it to the newsroom.




Powered by Creative Circle Media Solutions