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Image for event: Tax Aide - In-person

Tax Aide - In-person

at Germantown Library

2023-02-07 13:00:00 2023-02-07 18:00:00 America/New_York Tax Aide - In-person Germantown Library - Meeting Room

Tuesday, February 07
1:00pm - 6:00pm

Add to Calendar 2023-02-07 13:00:00 2023-02-07 18:00:00 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! Germantown Library - Meeting Room

Germantown Library

Meeting Room

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? Check out our upcoming events!

Take a look at these resources for Tax Planning. 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: | Seniors | Adult |

EVENT TYPE: | Personal Finance |

TAGS: | Tax Help | Indoor Program |

Germantown Library

Phone: 240-777-0110

Hours

About the library

Upcoming events

Thu, Mar 23, 11:00am - 11:30am
Meeting Room

Sat, Mar 25, 10:30am - 11:00am
Meeting Room

Sun, Mar 26, 10:30am - 11:30am

Mon, Mar 27, 10:00am - 2:30pm
Meeting Room

Mon, Mar 27, 5:00pm - 6:00pm
Children's Programming Room

Tue, Mar 28, 1:00pm - 6:00pm
Meeting Room

Tue, Mar 28, 2:00pm - 3:30pm

Thu, Mar 30, 11:00am - 11:30am
Meeting Room

Sat, Apr 01, 10:30am - 11:00am
Meeting Room

Canceled
Sun, Apr 02, 10:30am - 11:30am

Mon, Apr 03, 10:00am - 2:30pm
Meeting Room

Mon, Apr 03, 5:00pm - 6:00pm
Children's Programming Room

Tue, Apr 04, 1:00pm - 6:00pm
Meeting Room

Tue, Apr 04, 2:00pm - 3:30pm

Wed, Apr 05, 5:00pm - 7:00pm
Children's Programming Room

Thu, Apr 06, 11:00am - 11:30am
Meeting Room

Thu, Apr 06, 6:00pm - 7:30pm

Mon, Apr 10, 10:00am - 2:30pm
Meeting Room

Mon, Apr 10, 5:00pm - 6:00pm
Children's Programming Room

Tue, Apr 11, 1:00pm - 6:00pm
Meeting Room

Tue, Apr 11, 2:00pm - 3:30pm

Thu, Apr 13, 11:00am - 11:30am
Meeting Room

Thu, Apr 13, 5:30pm - 6:30pm
Meeting Room
Registration opens Thursday, April 6 2023 at 5:30pm

Sat, Apr 15, 10:30am - 11:00am
Meeting Room

Sat, Apr 15, 2:30pm - 3:00pm
Meeting Room
Registration opens Saturday, April 8 2023 at 2:30pm

Sat, Apr 15, 3:30pm - 4:00pm
Meeting Room
Registration opens Saturday, April 8 2023 at 3:30pm

Sun, Apr 16, 10:30am - 11:30am

Mon, Apr 17, 10:00am - 2:30pm
Meeting Room

Mon, Apr 17, 5:00pm - 6:00pm
Children's Programming Room

Tue, Apr 18, 2:00pm - 3:30pm

Thu, Apr 20, 11:00am - 11:30am
Meeting Room

Thu, Apr 20, 6:00pm - 7:30pm