AARP Tax-Aide volunteers will be giving free tax help to those in need from 10 a.m. to 4 p.m. Feb. 7 through April 11 on Fridays at the Peter Kirk Community Center. All returns will be e-filed. There are not age income or membership limitations for this free event.
Aide workers will not work deal with rental income, casualty and theft losses, 1040 non residents, more than 12 stock transactions, business net losses and less than $10,000 in business expenses.
Participants need to bring:
• Required – Social Secutiry cards, SSA-1099s, original ITIN letters, or clear copies of Social Security documents for all taxpayers, spouses and dependents. This new rule is intended to reduce identity theft.
• Valid Picture ID
• Last year’s federal return
• Records of your income: W-2s, interest and dividend statements, brokerage report of stock sales, unemployment compensation, pensions, IRA withdrawals, social security, gambling winnings, jury duty, alimony received
• Adjustments and Credits: Child care, IRA contributions, student loan interest, education expenses, alimony paid, teacher expenses
• Itemized deductions: medical expenses, charitable contributions, RTA tax for car, property tax, mortgage interest statement
• Estimated tax payments made
• Bank routing number and account number (for direct deposit of refund). Bring a check.
• Note: Both spouses must sign joint returns
For more information call (425) 587-3360. Appointments must be made in person at the community center. Some walk-ins will be taken before 2 p.m. on a first come, first served basis.