AARP Tax Appointments going fast

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:

    • Picture ID for the taxpayer(s) on the return
    • Social Security cards or ITIN documentation for             every person on tax form
    • 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.