23 Jan AARP Tax Appointments going fast
AARP Tax Services at the Verona Senior Center:
- Thursday, February 14, 28
- Thursday, March 14, 28
- Thursday, April 4
- 9:00 AM-4:00 PM
Call 845-7471 NOW to schedule! Tax Appointments are going fast!!!
Please bring the following information to your appointment:
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- Picture ID for the taxpayer(s) on the return
- Social Security cards or ITIN documentation for every person on tax form
- COPY OF LAST YEAR’S TAX RETURN
- Income documents – Forms W2, SSA 1099 (Social Security income statement for 2017), 1099R, 1099G, other 1099 forms, or self-employment income information
- Brokerage statements for sales of stocks or bonds
- Healthcare – 1095 A, B, or C; marketplace exemption letters
- Records of federal and state taxes paid
- Education expenses – Form 1098-T and expense receipts
- Bank check for direct deposit/debit of refund/balance due
- If itemizing – Mortgage interest, medical, dental, or charitable donations; business; property taxes
- NEW FOR 2017 – Homestead credit rules have changed! You must be 62 or older, or have earned income, or have proof of disability.