- November 19, 2024
-
-
Loading
Loading
The following is an adapted news release from AARP Tax-Aide:
AARP volunteers will be available to help Flagler County residents file their taxes beginning Feb. 1.
AARP Tax-Aide is offered in conjunction with the IRS for low-to-moderate-income taxpayers, and it gives special attention to those 60 and older.
The volunteer-run program is available to all, not just AARP members, and will be offered Feb. 1 through April 15, at six locations in Flagler County.
IRS-certified volunteers help taxpayers prepare taxes using IRS/AARP-provided computers and software, and then file them electronically at no charge.
Tax-Aide cannot complete returns for taxpayers with farms, rental property or bankruptcy cases; or taxpayers who have had more than $10,000 in expenses, or who had employees, inventory, depreciation or a loss from operations.
Appointments will be taken starting Jan. 21.
To make an appointment, call 313-4048 between 9 a.m. and 4 p.m. Monday through Friday.
To help volunteers accurately prepare your return, you’ll need to gather the following documents and bring them to your appointment:
• Social Security cards or comparable documentation for you, your spouse (if applicable), all dependents and anyone listed on your tax return. If you do not have these documents, the volunteers cannot proceed.
• An official photo ID (driver’s license, passport, student ID or other state-issued photo ID)
• A copy of your 2012 income tax return, if available
• A check with your name printed on it for direct deposit/debit of any refund/balance due. A check in your checkbook is acceptable. Bank statements, deposit slips or other documents will not be accepted.
• Income-related documents: Forms W2, unemployment compensation statements, SSA 1099, 1099R and other 1099 forms showing interest or dividends.
• If you receive a pension or annuity from a former employer, bring the date that you began to receive payments. (In some cases, this is required.)
• Documentation of self-employment income and expenses
• Brokerage statements or other documentation showing the cost basis (purchase price) and date purchased for all securities or property sold or transferred during the tax year
• Expense-related documents: documentation showing state or county taxes paid, documentation of medical and dental expenses, charitable contributions, property taxes, 1098 forms, mortgage interest paid or business expenses. Receipts for expenses need to be in reasonable order and legible
Also provide all paperwork related to:
• Purchase and installation of energy efficient products in your primary residence
• Cancellation of debt of a credit card or the foreclosure of a primary residence
• Dependent care provider information (name, address, employer ID or Social Security number) and amount paid
