Taxes at the Library: AARP Tax-Aide

Date of Event: 
Saturday, February 15, 2020 10:00 am to 2:00 pm
Room: 
Large Meeting Room
Audience: 
Adults
Taxes

Appointments will be taken only during tax preparation times listed and only through AARP.  Library staff cannot schedule appointments.

Plaza Branch on Saturdays from 10-2, February 8 – March 28  (except March 7)

What to bring:

  • Proof of identification (photo ID)
  • Social Security cards for you, your spouse and dependents 
  • An Individual Taxpayer Identification Number (ITIN) assignment letter may be substituted for you, your spouse and your dependents if you do not have a Social Security number
  • Proof of foreign status, if applying for an ITIN
  • Birth dates for you, your spouse and dependents on the tax return
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Proof of bank account routing and account numbers for direct deposit such as a blank check
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Total paid for daycare provider and the daycare provider's tax identifying number such as their Social Security number or business Employer Identification Number
  • Forms 1095-A, B and C, Health Coverage Statements
  • Copies of income transcripts from IRS and state, if applicable
  • Current email address

 

Saturday, February 08 | 10 am – 2 pm | Plaza Branch, Large Meeting Room

Saturday, February 15   | 10 am – 2 pm | Plaza Branch, Large Meeting Room

Saturday, February 22   | 10 am – 2 pm | Plaza Branch, Large Meeting Room

Saturday, February 29   | 10 am – 2 pm | Plaza Branch, Large Meeting Room

Saturday, March 14       | 10 am – 2 pm | Plaza Branch, Large Meeting Room

Saturday, March 21       | 10 am – 2 pm | Plaza Branch, Large Meeting Room

Saturday, March 28       | 10 am – 2 pm | Plaza Branch, Large Meeting Room