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AARP Tax Aide

Saturday February 23, 2019
9:00 AM until 5:00 PM

AARP TAX-AIDE volunteers are trained to assist in filing the basic income tax forms and schedules, including forms for earned income, retirement income, interest and dividend income, simple business income, itemized deductions, the earned income credit, and Child Tax and Education credits.  Volunteers are not trained to assist with depreciation, business returns, and complex financial income.  AARP Tax Aide assistance is by appointment only.  All appointments must be made by calling 508-624-6900.

You are asked to bring all your 2018 tax documents to your appointment.  You will require proof of identity (a photo ID) and a Social Security Card or letter from the Social Security Administration documenting all Social Security numbers.   Bring proof of health care coverage and the 1095-A if you purchased insurance on the MASS Connector.  Bring all income statements - wage statements (W2), interest statements (1099-I), dividend statements (1099-D), retirement income statements (1099-R), social security statements, and brokerage statements (1099-B), and tuition statements (1099-T).  Bring proof of real estate tax and water bill payments or rent payments. You most likely will not itemize deductions, but if you have mortgage statements, large charity contributions or medical expenses, bring those to see if you might benefit by itemizing.  It is important to bring your copy of your 2017 Federal and State tax return.  Not having the required forms will usually mean rescheduling another appointment at a future date.

Library staff does not offer tax advice or filing assistance.  Please consult a trained tax preparer.

Location: Foyer Area
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This page last updated : EK/TK HAWK 2019.05.01 - 8:00 PM
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