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Image for event: Tax Aide-In Person

Tax Aide-In Person

2023-04-05 10:00:00 2023-04-05 20:00:00 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! Gaithersburg Library -

Wednesday, April 05
10:00am - 8:00pm

Add to Calendar 2023-04-05 10:00:00 2023-04-05 20:00:00 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! Gaithersburg 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

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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: | Tax Help | Indoor Program |

Gaithersburg Library

Phone: 240-773-9490

Hours
Mon, Jun 23 10:00AM to 8:00PM
Tue, Jun 24 10:00AM to 8:00PM
Wed, Jun 25 10:00AM to 8:00PM
Thu, Jun 26 10:00AM to 8:00PM
Fri, Jun 27 10:00AM to 6:00PM
Sat, Jun 28 10:00AM to 6:00PM
Sun, Jun 29 10:00AM to 6:00PM

Upcoming Events

Mon, Jun 30, 4:45pm - 5:45pm

Cancelled
Mon, Jun 30, 6:30pm - 7:30pm

Tue, Jul 01, 11:00am - 11:30am

Tue, Jul 01, 5:00pm - 6:00pm

Wed, Jul 02, 5:30pm - 6:00pm

Wed, Jul 02, 6:30pm - 7:30pm

Thu, Jul 03, 9:30am - 10:00am

Thu, Jul 03, 3:00pm - 4:00pm

Cancelled
Thu, Jul 03, 6:00pm - 7:30pm

Mon, Jul 07, 2:00pm - 4:00pm
This event is full

Mon, Jul 07, 4:45pm - 5:45pm

Cancelled
Mon, Jul 07, 6:30pm - 7:30pm

Tue, Jul 08, 11:00am - 11:30am

Tue, Jul 08, 2:00pm - 4:00pm
This event is full

Tue, Jul 08, 5:00pm - 6:00pm

Wed, Jul 09, 2:00pm - 4:00pm
This event is full

Wed, Jul 09, 5:30pm - 6:00pm

Wed, Jul 09, 6:30pm - 7:30pm

Thu, Jul 10, 9:30am - 10:00am

Thu, Jul 10, 2:00pm - 4:00pm
This event is full

Thu, Jul 10, 3:00pm - 4:00pm

Cancelled
Thu, Jul 10, 6:00pm - 7:30pm

Fri, Jul 11, 2:00pm - 4:00pm
This event is full

Fri, Jul 11, 2:00pm - 4:00pm

Mon, Jul 14, 4:45pm - 5:45pm

Cancelled
Mon, Jul 14, 6:30pm - 7:30pm

Tue, Jul 15, 11:00am - 11:30am

Tue, Jul 15, 3:00pm - 4:00pm

Tue, Jul 15, 5:00pm - 6:00pm

Wed, Jul 16, 5:30pm - 6:00pm

Wed, Jul 16, 6:30pm - 7:30pm

Thu, Jul 17, 9:30am - 10:00am

Cancelled
Thu, Jul 17, 6:00pm - 7:30pm

Fri, Jul 18, 2:00pm - 4:00pm

Mon, Jul 21, 1:00pm - 3:00pm

Mon, Jul 21, 4:45pm - 5:45pm

Cancelled
Mon, Jul 21, 6:30pm - 7:30pm

Tue, Jul 22, 11:00am - 11:30am

Tue, Jul 22, 5:00pm - 6:00pm

Wed, Jul 23, 5:30pm - 6:00pm

Wed, Jul 23, 6:30pm - 7:30pm

Thu, Jul 24, 9:30am - 10:00am

Thu, Jul 24, 3:00pm - 4:00pm

Cancelled
Thu, Jul 24, 6:00pm - 7:30pm

Fri, Jul 25, 2:00pm - 4:00pm

Mon, Jul 28, 4:45pm - 5:45pm

Cancelled
Mon, Jul 28, 6:30pm - 7:30pm

Tue, Jul 29, 11:00am - 11:30am

Tue, Jul 29, 3:00pm - 4:00pm

Tue, Jul 29, 5:00pm - 6:00pm