Free Tax Filing Assistance

Event Date: Friday, April 5, 2019
Event Time: 8:30 am CST
Event End Time: 3:30 pm CST
Event Category / Group: Misc / Community Association Calendar

imgFree Tax Preparation
& Electronic Filing

Every Friday
Feb. 1 - Apr. 12
8:30 a.m. - 3:30 p.m.
Cowan Creek Amenity Center, Jarrell Room

AARP Tax-Aide Foundation is once again providing free, in-person tax preparation advice/services in Sun City.

How it works:

  • Normally, there 20-30 people waiting for tax help to begin at Cowan by 8 am.
  • AARP can accommodate around 60 – 70 taxpayers each Friday.
  • Each return takes approximately 45-60 minutes to prepare and then another 30-45 minutes to review/discuss with the taxpayer.
  • There are 17 volunteers who work each Friday and there isn't space for more volunteers.
  • Two of the volunteers maintain the sign-up sheet and quality review schedule; 14 volunteers prepare/review tax returns. There is a supervisor who "floats" between all functions.

Sign-In Sheet:

  • There is a sign-up sheet and it is recommended that you come early and put your name on it.
  • When the sign-up sheet reaches 65 taxpayers, they inform the taxpayer that they have to come back another Friday or go to another site in Georgetown.
  • To eliminate the over-crowding that occurs at Cowan, they start taking phone numbers for those individuals whose number on the sign-up sheet is above 25. They then call them when their time to see a counselor approaches.
  • Getsemani Community Center also hosts the AAPR tax help. 412 E. 19th St., Georgetown. Wednesdays: Noon to 7:30 p.m. & Saturdays: 9:30 a.m. - 2:30 p.m.

What to Bring:

Basics:

  • Necessary financial documents/receipts required to complete this year's tax return
    Last year's tax return(s)
  • Social Security cards or other official documentation for yourself and all your dependents
  • Photo I.D. required for all taxpayers
  • Checkbook if you want to direct deposit any refund(s)
  • Click here to visit the AARP website and get a complete list.

Income:

  • 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
    1099-Misc forms
  • Information about other forms of Income
  • State or local income tax refund

Payments:

  • All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)

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. You will need to bring the following information:

  • 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

Health Insurance:

  • Form 1095A if you purchased through Marketplace (Exchange)
  • Any exemption correspondence from the Marketplace (if applicable)

Credits:

  • Dependent care provider information (name, employer ID, or Social Security number)
  • 1099 forms related to continuing education and related receipts and cancelled checks


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