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Image for event: Tax Aide - In-person

Tax Aide - In-person

at Davis Library

2023-04-03 10:30:00 2023-04-03 17:30:00 America/New_York Tax Aide - In-person Free tax preparation assistance by trained volunteers for low-to-moderate income Montgomery County taxpayers (special attention to SENIORS age 60+). By appointment only! Davis Library -

Monday, April 03
10:30am - 5:30pm

Add to Calendar 2023-04-03 10:30:00 2023-04-03 17:30:00 America/New_York Tax Aide - In-person Free tax preparation assistance by trained volunteers for low-to-moderate income Montgomery County taxpayers (special attention to SENIORS age 60+). By appointment only! Davis Library -

Free tax preparation assistance by trained volunteers for low-to-moderate income Montgomery County taxpayers (special attention to SENIORS age 60+). By appointment only!

Free tax preparation assistance by trained volunteers for low-to-moderate income Montgomery County taxpayers (special attention to SENIORS age 60+).  By appointment only (book by March 3 to guarantee availability)!  Self-schedule at www.taxaidemc.info or call 240-777-2577 (Monday-Friday, 9:00 am – 4:00 pm) starting January 31, 2023.  Transportation questions? Call 311 within Montgomery County for assistance.

Looking for more fun things to do at MCPL?  https://mcpl.libnet.info/events

Don't have a card right now?  No worries!  Find out how to Get a Library Card.

WHAT TO BRING TO YOUR APPOINTMENT
General
● Federal and State return(s) for 2020 and 2021. Tax-Aide can prepare and amend returns for 2022, 2021 & 2019
● 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 2020 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 1Railroad 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

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

AGE GROUP: | Older Adults | Adult |

EVENT TYPE: | Personal Finance |

TAGS: | Indoor Program |

Davis Library

Phone: 240-777-0922

Hours
We're closed Sunday May 26 due to Holiday
Mon, May 20 10:00AM to 8:00PM
Tue, May 21 10:00AM to 8:00PM
Wed, May 22 10:00AM to 8:00PM
Thu, May 23 10:00AM to 8:00PM
Fri, May 24 10:00AM to 6:00PM
Sat, May 25 10:00AM to 6:00PM
Sun, May 26 Closed
(Holiday)

Upcoming Events

Tue, May 28, 10:30am - 11:00am

Tue, May 28, 2:30pm - 4:30pm

Wed, May 29, 10:30am - 11:00am

Wed, May 29, 2:30pm - 4:30pm

Wed, May 29, 4:00pm - 5:00pm

Thu, May 30, 10:30am - 12:00pm

Thu, May 30, 10:30am - 11:00am

Thu, May 30, 2:30pm - 4:30pm

Fri, May 31, 10:30am - 11:00am

Mon, Jun 03, 2:30pm - 4:30pm

Tue, Jun 04, 10:30am - 11:00am

Tue, Jun 04, 2:30pm - 4:30pm

Wed, Jun 05, 10:30am - 11:00am

Wed, Jun 05, 2:30pm - 4:30pm

Thu, Jun 06, 10:30am - 11:30am

Thu, Jun 06, 2:30pm - 4:30pm

Fri, Jun 07, 10:30am - 11:00am
Registration is now closed

Sun, Jun 09, 10:30am - 11:00am

Mon, Jun 10, 2:30pm - 4:30pm

Tue, Jun 11, 10:30am - 11:00am

Tue, Jun 11, 2:30pm - 4:30pm

Wed, Jun 12, 10:30am - 11:00am

Wed, Jun 12, 2:30pm - 4:30pm

Thu, Jun 13, 10:30am - 11:30am

Thu, Jun 13, 2:30pm - 4:30pm

Tue, Jun 18, 10:30am - 11:00am

Thu, Jun 20, 10:30am - 11:30am

Sat, Jun 22, 1:30pm - 2:30pm

Mon, Jun 24, 2:00pm - 3:00pm