Tax Aide - In-person

Free Tax Preparation Services from AARP Tax Aide Volunteers for low-to-moderate income Montgomery County taxpayers (special attention to older adults). By appointment only!

Free tax preparation assistance will be available at the Brigadier general Charles E. McGee Library on Tuesdays from February 4 – April 15, 2025 for low-to-moderate income Montgomery County taxpayers with special attention to older adults. (Free tax preparation assistance will be available at various other locations from February 3 – April 15, 2025 for low-to-moderate income Montgomery County taxpayers with special attention to older adults.) 

Services are by appointment only; book by March 2, 2025 to guarantee availability. Scheduling for tax appointments will open on January 27, 2025 and can be made online at www.taxaidemc.info or by calling 240-777-2577 (phone lines open Monday – Friday from 9am-4pm).

Questions about this program? Contact the branch number 240-777-0240.

 WHAT TO BRING TO YOUR APPOINTMENT

General
● Federal and State return(s) for 2022 and 2023. Tax-Aide can prepare and amend returns for 2023, 2022 & 2021.
● Social Security cards for yourself and every individual on your return.
● Photo I.D. required for all taxpayers.
● Void check or documentation of bank routing number and account number if you want to direct deposit any refund(s)into your bank account.
● All letters or other documentation received from IRS concerning your 2023 tax return, issuance of an IRS Identity Protection PIN, or any other correspondence.

 Income
● W-2 from each employer
● Unemployment compensation statements
● SSA-1099 Form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
● 1099 Forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
● 1099-R Form if you received a pension, annuity, or IRA distribution
● 1099-MISC Forms, 1099-K Forms
● Information about other forms of income
● State or local income tax refunds

 Payments
● All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)

 Deductions
Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. You will need to bring the following information:
● 1098 Form showing any home mortgage interest
● A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), a list of prescription medicines, costs of assisted living services, and bills for home improvements such as ramps and railings for people with disabilities
● Summary of contributions to charity
● Receipts or canceled checks for all quarterly or other paid tax
● Property Tax bills and proof of payment
● Please note: If you itemized last year, bring all the information on the deductions listed above this year. Although the standard deduction has increased under the new tax law, it may be advantageous to itemize to minimize both federal
and Maryland taxes.

 Health Insurance
● 1095A Forms if you purchased insurance through the Marketplace (Exchange)

 Credits
● Dependent care provider information (name, employer ID, or Social Security number)
● 1098-T and 1098-E Forms (Tuition and Student Loan Interest)
● Along with 1098-T, bring Student account statement for the year - downloaded from the Bursar's Office

Questions about this program? Contact the branch at 240-773-9420

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Accommodation Requests

People who are Deaf or Hard of Hearing should request English-language captioning or sign-language interpretation at least five days before the library-sponsored program they plan to attend. Contact the Assistant Facilities and Accessibility Program Manager at 240-777-0002 with all other accommodation requests.

cm 1.1 01/03/2023

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