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Image for event: Tax Aide - In-person

Tax Aide - In-person

Free Tax Preparation Services from AARP Tax-Aide Volunteers

2024-03-05 13:00:00 2024-03-05 18:00:00 America/New_York Tax Aide - In-person Free tax preparation assistance will be available February 5 – April 15, 2024 for low-to-moderate income Montgomery County taxpayers. Germantown Library - Meeting Room

Tuesday, March 05
1:00pm - 6:00pm

Add to Calendar 2024-03-05 13:00:00 2024-03-05 18:00:00 America/New_York Tax Aide - In-person Free tax preparation assistance will be available February 5 – April 15, 2024 for low-to-moderate income Montgomery County taxpayers. Germantown Library - Meeting Room

Germantown Library

Meeting Room

Free tax preparation assistance will be available February 5 – April 15, 2024 for low-to-moderate income Montgomery County taxpayers.

Free tax preparation assistance will be available February 5 – April 15, 2024 for low-to-moderate income Montgomery County taxpayers. Trained volunteers through the AARP Foundation Tax-Aide Program will provide services at (enter your location/branch). Services are by appointment only; scheduling for tax appointments will open on January 29 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 240-777-0110

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 |

Germantown Library

Phone: 240-777-0110

Hours
Mon, May 05 10:00AM to 8:00PM
Tue, May 06 10:00AM to 8:00PM
Wed, May 07 10:00AM to 8:00PM
Thu, May 08 10:00AM to 8:00PM
Fri, May 09 10:00AM to 6:00PM
Sat, May 10 10:00AM to 6:00PM
Sun, May 11 10:00AM to 6:00PM

Upcoming Events

Fri, May 09, 10:30am - 11:00am

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

Cancelled
Sat, May 10, 3:00pm - 5:00pm

Sat, May 10, 3:00pm - 4:30pm

Sun, May 11, 10:30am - 11:30am

Sun, May 11, 11:00am - 11:30am

Tue, May 13, 10:30am - 11:00am

Tue, May 13, 11:10am - 11:40am

Tue, May 13, 2:00pm - 3:00pm

Tue, May 13, 3:00pm - 5:00pm

Tue, May 13, 5:15pm - 6:00pm

Rescheduled
Wed, May 14, 11:30am - 12:30pm
New date Thursday, July 31, 12:30pm - 1:45pm

Wed, May 14, 3:00pm - 5:00pm

Wed, May 14, 6:00pm - 7:30pm

Thu, May 15, 10:30am - 11:00am

Thu, May 15, 5:00pm - 6:00pm

Fri, May 16, 10:30am - 11:00am

Sat, May 17, 10:30am - 12:00pm

Sat, May 17, 3:00pm - 4:30pm

Sun, May 18, 10:30am - 11:30am

Rescheduled
Sun, May 18, 2:00pm - 4:00pm
New date Sunday, May 25, 2:00pm - 4:00pm

Sun, May 18, 2:00pm - 3:30pm

Tue, May 20, 10:30am - 11:00am

Tue, May 20, 11:10am - 11:40am

Tue, May 20, 2:00pm - 3:00pm

Tue, May 20, 3:00pm - 5:00pm

Tue, May 20, 5:15pm - 6:00pm

Wed, May 21, 3:00pm - 5:00pm

Wed, May 21, 6:00pm - 7:30pm

Thu, May 22, 10:30am - 11:00am

Thu, May 22, 5:00pm - 6:00pm

Thu, May 22, 6:30pm - 7:30pm

Fri, May 23, 10:30am - 11:00am

Sat, May 24, 10:30am - 12:00pm

Sat, May 24, 3:00pm - 4:30pm

Sat, May 24, 3:00pm - 5:00pm
This event is full

Sun, May 25, 10:30am - 11:30am

Cancelled
Sun, May 25, 2:00pm - 4:00pm

Tue, May 27, 10:30am - 11:00am

Tue, May 27, 11:10am - 11:40am

Tue, May 27, 2:00pm - 3:00pm

Tue, May 27, 3:00pm - 5:00pm

Tue, May 27, 5:15pm - 6:00pm

Wed, May 28, 3:00pm - 5:00pm

Wed, May 28, 6:00pm - 7:30pm

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

Thu, May 29, 5:00pm - 6:00pm

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

Cancelled
Sat, May 31, 10:30am - 12:00pm

Sat, May 31, 3:00pm - 4:30pm

Sun, Jun 01, 10:30am - 11:30am

Mon, Jun 02, 6:45pm - 7:45pm

Tue, Jun 03, 10:30am - 11:00am

Tue, Jun 03, 11:10am - 11:40am

Tue, Jun 03, 2:00pm - 3:00pm

Tue, Jun 03, 5:15pm - 6:00pm

Wed, Jun 04, 5:00pm - 6:00pm

Wed, Jun 04, 6:00pm - 7:30pm

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

Fri, Jun 06, 10:30am - 11:00am

Sat, Jun 07, 10:30am - 12:00pm

Sat, Jun 07, 10:30am - 11:00am

Sat, Jun 07, 11:10am - 11:40am

Sat, Jun 07, 3:00pm - 5:00pm

Sat, Jun 07, 3:00pm - 4:30pm

Sun, Jun 08, 10:30am - 11:30am

Sun, Jun 08, 11:00am - 11:30am
Registration opens Sunday, May 25 2025 at 9:00am