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Image for event: AARP Tax Aide - In-person

AARP Tax Aide - In-person

2023-04-04 10:00:00 2023-04-04 19:00:00 America/New_York AARP 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! Brigadier General Charles E. McGee Library -

Tuesday, April 04
10:00am - 7:00pm

Add to Calendar 2023-04-04 10:00:00 2023-04-04 19:00:00 America/New_York AARP 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! Brigadier General Charles E. McGee 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

Take a look at these resources for How to pay zero taxes, 2020-2021 / Jeff A. Schnepper; Everyone Pays Taxes. 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

Take a look at these resources for Personal Finance. Don't have a card right now?  No worries!  Find out how to Get a Library Card.

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 | Citizenship and Civics |

TAGS: | Tax Help | Indoor Program |

Brigadier General Charles E. McGee Library

Phone: 240-773-9420

Hours
We're closed Friday July 04
Mon, Jun 30 10:00AM to 8:00PM
Tue, Jul 01 10:00AM to 8:00PM
Wed, Jul 02 10:00AM to 8:00PM
Thu, Jul 03 10:00AM to 8:00PM
Fri, Jul 04 Closed
Sat, Jul 05 10:00AM to 6:00PM
Sun, Jul 06 10:00AM to 6:00PM

Upcoming Events

Thu, Jul 03, 11:00am - 1:00pm

Cancelled
Thu, Jul 03, 5:00pm - 6:00pm

Thu, Jul 03, 6:00pm - 7:00pm
Registration is now closed

Sun, Jul 06, 11:00am - 11:30am

Mon, Jul 07, 2:00pm - 4:00pm

Mon, Jul 07, 6:00pm - 7:00pm

Tue, Jul 08, 4:30pm - 7:30pm

Wed, Jul 09, 6:00pm - 7:30pm
Registration is now closed

Thu, Jul 10, 11:00am - 1:00pm

Thu, Jul 10, 5:00pm - 6:00pm
Brigadier General Charles E. McGee Library 4-07

Thu, Jul 10, 6:00pm - 7:00pm

Sun, Jul 13, 11:00am - 11:30am

Mon, Jul 14, 2:00pm - 4:00pm

Mon, Jul 14, 6:00pm - 7:00pm

Tue, Jul 15, 4:30pm - 7:30pm

Wed, Jul 16, 6:00pm - 7:30pm
This event is full

Thu, Jul 17, 11:00am - 1:00pm

Thu, Jul 17, 2:00pm - 3:00pm

Thu, Jul 17, 5:00pm - 6:00pm
Brigadier General Charles E. McGee Library 4-07

Thu, Jul 17, 6:00pm - 7:00pm

Mon, Jul 21, 2:00pm - 4:00pm

Mon, Jul 21, 6:00pm - 7:00pm

Tue, Jul 22, 4:30pm - 7:30pm

Wed, Jul 23, 6:00pm - 7:30pm
This event is full

Thu, Jul 24, 11:00am - 1:00pm

Thu, Jul 24, 5:00pm - 6:00pm
Brigadier General Charles E. McGee Library 4-07

Sat, Jul 26, 11:00am - 12:30pm

Mon, Jul 28, 2:00pm - 4:00pm

Mon, Jul 28, 6:00pm - 7:00pm

Tue, Jul 29, 4:30pm - 7:30pm

Wed, Jul 30, 6:00pm - 7:30pm
Registration opens Thursday, July 10 2025 at 11:00am

Thu, Jul 31, 11:00am - 1:00pm

Thu, Jul 31, 5:00pm - 6:00pm
Brigadier General Charles E. McGee Library 4-07