Central Baptist Church of Winchester

Description

Provides free tax help for individuals who are 50 years of age and older, specializing in questions about pensions and retirement-related issues unique to seniors.

Hours

Mon-Tue 9:00 am-2:00 pm (EST)

Required Documents

Please bring with you: * Last year's tax return(s) * Social Security cards or other official documentation for yourself and all your dependents * Picture ID required for all taxpayers * Checkbook if you want to direct deposit any refund(s) * W-2 from each employer * Unemployment compensation statements * SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits * 1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets * 1099-R form if you received a pension, annuity or IRA distribution * 11099-Misc forms * Information about other forms of Income * State or local income tax refund * All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments) * 1098 form showing any home mortgage interest * 1098-T and 1098-E forms (Tuition and Student Loan Interest payments) * A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), prescription medicines, costs of assisted living services, and bills for home improvements such as ramps and railings for people with disabilities * Summary of contributions to charity * Receipts or canceled checks for all quarterly or other paid tax * Property Tax bills and proof of payment * Form 1095A if you purchased through Marketplace (Exchange) * Any exemption correspondence from the Marketplace (if applicable) * Dependent care provider information (name, employer ID, or Social Security number) * 1099 forms related to continuing education and related receipts and cancelled checks

Eligibility

Must be 50 years of age or older

Fees

Free

Intake Procedure

Appointment required, please call to schedule

Geography Served

Seasonal Information

Telephone Numbers