AARP has announced that tax services will be available from Feb. 3 through April 15, at the following times and locations.
The services will be offered from 10 a.m.-4 p.m. Tuesdays at the Ennis Public Library, 501 W. Ennis Ave., Ennis, and from 9 a.m.-3 p.m. Thursdays at Nicholas P. Sims Library, 515 Main St., Waxahachie.
AARP services are free, including electronic filing, and all eligible returns will be filed electronically. All returns are completed with computer software, except amended returns.
Taxpayers do not have to be elderly or members of AARP to use the services.
“Generally, February is quite busy. All sites will be on a first-come, first-served basis,” a spokesman said. “Because of the early rush seen in February, some taxpayers may want to consider coming later in the season to avoid long waits in getting their tax returns completed.”
AARP does not prepare complicated returns; however, its volunteers will assist taxpayers with such returns and advise what steps are needed to get their return completed.
Counselors may or may not be present for the entire posted hours.
If no taxpayers are present, counselors may not be. If busy, counselors usually will stay as long as necessary.
Taxpayers should bring with them:
• Current year’s tax forms and preparation booklet
• Copy of last year’s income tax return
• W-2 forms from each employer
• Unemployment compensation statements
• SSA-1099 form if you were paid Social Security benefits
• All 1099 forms (1099-INT,1099-DIV,1099-B, etc.) showing interest and or dividends and documentation showing original purchase price of sold assets
• 1099-MISC showing any miscellaneous income
• 1099-R form if you received a pension or annuity
• All forms indicating federal income tax paid
• Dependent care provider information (name, employer ID, EIN or Social Security number
• All receipts or canceled checks (totaled by category) if itemizing deductions
• Social Security cards or other official documentation for yourself and all dependents
The counselors will need to know and ask taxpayers for the amount of any stimulus payment you received as a result of last year’s stimulus program.
Also, if you do not itemize, bring documentation of any real estate tax you may have paid. This results in a larger standard deduction.
Taxpayers claiming a filing status of “MFS”, or requiring a Schedule C instead of a Schedule C-EZ, or a return requiring any form of depreciation will not be completed as these returns are beyond the scope of AARP.
Simple depletion or simple rental income with good documentation may be completed provided the counselors are comfortable with your situation.