AARP Tax Aide, Midland Branch Boyd County Public Library

Description

Provides free tax preparation assistance to anyone with a special focus on taxpayers who are over 50 or have low to moderate income. Tax-Aide volunteers are trained and IRS-certified to ensure up-to-date knowledge of the latest changes and additions to the tax code.

Hours

Tue, Thu 3:30 pm-7:30 pm, Wed 9:00 am-2:00 pm (EST)

Required Documents

Please bring with you: * Government-issued picture ID for each taxpayer on the return * Social Security cards or Individual Taxpayer Identification Number (ITIN) documentation for all taxpayer(s) and dependents on the return * Copy of previous year's tax return(s) * Income documents for wages (W-2 forms), self-employment or rental income, interest (1099-INT), dividends (1099-DIV), capital gains/losses, unemployment compensation (1099-G form), prizes, gambling winnings (Form W-2G), awards, pensions and other retirement income (1099-R), Social Security benefits (SSA-1099) * Any form 1099 documents, including form 1099-MISC, 1099-K, and 1099-Q * Brokerage statements - sale of stocks or bonds * Forms 1095-A, B or C, Health Coverage Statements * If itemizing deductions: records for mortgage interest (Form 1098), medical/dental expenses, charitable donations; sales, income or property taxes * Records of federal and state income taxes paid (including quarterly estimated tax payments) if not shown on income documents * Total amount paid for daycare or other dependent care provider and the provider's information - name, address, telephone number, and their Social Security number or business Employer Identification Number * Proof of bank account routing number and account number, such as a blank check, if taxpayer wants direct deposit of refund or direct debit of balance due * Any other recent IRS or state tax department correspondence

Eligibility

Must be 50 years of age or older or have low to moderate income

Fees

Free

Intake Procedure

Walk-in only, on a first come, first served basis

Geography Served

Seasonal Information

Telephone Numbers

Description

Provides free tax preparation assistance to anyone with a special focus on taxpayers who are over 50 or have low to moderate income. Tax-Aide volunteers are trained and IRS-certified to ensure up-to-date knowledge of the latest changes and additions to the tax code.

Hours

Tue, Thu 3:30 pm-7:30 pm, Wed 9:00 am-2:00 pm (EST)

Required Documents

Please bring with you: * Government-issued picture ID for each taxpayer on the return * Social Security cards or Individual Taxpayer Identification Number (ITIN) documentation for all taxpayer(s) and dependents on the return * Copy of previous year's tax return(s) * Income documents for wages (W-2 forms), self-employment or rental income, interest (1099-INT), dividends (1099-DIV), capital gains/losses, unemployment compensation (1099-G form), prizes, gambling winnings (Form W-2G), awards, pensions and other retirement income (1099-R), Social Security benefits (SSA-1099) * Any form 1099 documents, including form 1099-MISC, 1099-K, and 1099-Q * Brokerage statements - sale of stocks or bonds * Forms 1095-A, B or C, Health Coverage Statements * If itemizing deductions: records for mortgage interest (Form 1098), medical/dental expenses, charitable donations; sales, income or property taxes * Records of federal and state income taxes paid (including quarterly estimated tax payments) if not shown on income documents * Total amount paid for daycare or other dependent care provider and the provider's information - name, address, telephone number, and their Social Security number or business Employer Identification Number * Proof of bank account routing number and account number, such as a blank check, if taxpayer wants direct deposit of refund or direct debit of balance due * Any other recent IRS or state tax department correspondence

Eligibility

Must be 50 years of age or older or have low to moderate income

Fees

Free

Intake Procedure

Walk-in only, on a first come, first served basis

Geography Served

Seasonal Information

Telephone Numbers