Wednesday, March 26, 2014
The AARP Tax-Aide program, administered by the AARP Foundation in cooperation with the IRS, provides free income tax assistance to low- and moderate-income taxpayers, with special attention to those aged 60 or older.
Volunteers will assist in preparing basic federal and Oregon tax forms for personal tax returns. They can assist with most of your everyday tax situations; however, they cannot prepare Schedule C with expenses over $10,000, losses, or with employees; rentals; or returns requiring Forms 3903, 8606 and 8615.
If you have questions about what can and cannot be done, visit one of the Tax-Aide sites for advice. Tax returns are electronically filed as a free service by Tax-Aide.
Photo ID is required for the taxpayer(s) present and you must bring acceptable proof of Social Security number or individual taxpayer identification number for every person on your tax return.
Acceptable proof is either:
n original or copies of SS or ITIN cards
n a Social Security statement (SSA 1099)
n a letter from the Social Security office verifying the name and SSN
n a letter from the IRS verifying the name and ITIN
You must bring all income report forms such as W-2’s, interest, dividend and miscellaneous income statements, Social Security and pension statements, broker’s statements, and other tax-related information such as information for itemized deductions.
It is highly recommended you have the previous year’s tax return.
Free assistance is available at the following locations through April 15. Sites will close at the hours shown. Tax returns will be started only if time permits completion before closing.
Taxpayers with complex returns will be advised to seek professional tax assistance.
n Hood River Valley Adult Center, 2010 Sterling Place, Thursdays 2-7 p.m. (Spanish and English)
n Hood River County Library, 502 State St., Mondays, 2-7 p.m. (Spanish and English)