Skip to main content
close
Font size options
Increase or decrease the font size for this website by clicking on the 'A's.
Contrast options
Choose a color combination to give the most comfortable contrast.
Image for event: Tax Aide - In-person

Tax Aide - In-person

Free Tax Preparation Services from AARP Tax-Aide Volunteers

2024-03-11 10:00:00 2024-03-11 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

Monday, March 11
10:00am - 6:00pm

Add to Calendar 2024-03-11 10:00:00 2024-03-11 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
We're closed Wednesday January 01
Mon, Dec 30 10:00AM to 8:00PM
Tue, Dec 31 10:00AM to 6:00PM
(Early Closure)
Wed, Jan 01 Closed
Thu, Jan 02 10:00AM to 8:00PM
Fri, Jan 03 10:00AM to 6:00PM
Sat, Jan 04 10:00AM to 6:00PM
Sun, Jan 05 10:00AM to 6:00PM

Upcoming Events

Thu, Jan 02, 10:30am - 11:00am

Fri, Jan 03, 10:30am - 11:00am

Sat, Jan 04, 10:30am - 11:00am

Sat, Jan 04, 11:10am - 11:40am

Sat, Jan 04, 3:00pm - 4:30pm

Sun, Jan 05, 10:30am - 11:30am

Sun, Jan 05, 10:30am - 11:00am

Mon, Jan 06, 10:00am - 12:00pm
This event is full

Tue, Jan 07, 10:30am - 11:00am

Tue, Jan 07, 11:10am - 11:40am

Tue, Jan 07, 2:00pm - 3:30pm
Meeting Room

Tue, Jan 07, 3:00pm - 5:00pm

Tue, Jan 07, 5:15pm - 6:00pm

Wed, Jan 08, 10:00am - 12:00pm
Computer Lab

Wed, Jan 08, 3:00pm - 5:00pm

Thu, Jan 09, 10:30am - 11:00am

Thu, Jan 09, 4:30pm - 5:30pm

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

Sat, Jan 11, 10:00am - 4:00pm
This event is full

Sat, Jan 11, 3:00pm - 4:30pm

Sat, Jan 11, 3:00pm - 5:00pm

Sun, Jan 12, 10:30am - 11:30am

Sun, Jan 12, 11:00am - 11:30am

Mon, Jan 13, 10:00am - 12:00pm
This event is full

Tue, Jan 14, 10:30am - 11:00am

Tue, Jan 14, 11:10am - 11:40am

Tue, Jan 14, 2:00pm - 3:30pm
Meeting Room

Tue, Jan 14, 3:00pm - 5:00pm

Tue, Jan 14, 5:15pm - 6:00pm

Wed, Jan 15, 10:00am - 12:00pm
Computer Lab

Wed, Jan 15, 3:00pm - 5:00pm

Thu, Jan 16, 10:30am - 11:00am

Thu, Jan 16, 6:00pm - 7:30pm

Fri, Jan 17, 10:30am - 11:00am

Sat, Jan 18, 11:00am - 12:30pm

Sat, Jan 18, 2:00pm - 4:15pm
This event is full

Sat, Jan 18, 3:00pm - 4:30pm

Cancelled
Sun, Jan 19, 10:30am - 11:30am

Cancelled
Mon, Jan 20, 10:00am - 12:00pm

Tue, Jan 21, 10:30am - 11:00am

Tue, Jan 21, 11:10am - 11:40am

Tue, Jan 21, 2:00pm - 3:30pm
Meeting Room

Tue, Jan 21, 3:00pm - 5:00pm

Tue, Jan 21, 5:15pm - 6:00pm

Wed, Jan 22, 10:00am - 12:00pm
Computer Lab

Wed, Jan 22, 3:00pm - 5:00pm

Thu, Jan 23, 10:30am - 11:00am

Fri, Jan 24, 10:30am - 11:00am

Sat, Jan 25, 10:30am - 12:00pm

Sat, Jan 25, 3:00pm - 4:30pm

Sat, Jan 25, 3:00pm - 5:00pm

Sun, Jan 26, 10:30am - 11:30am
Registration opens Sunday, January 12 2025 at 10:30am

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

Sun, Jan 26, 2:00pm - 3:30pm

Mon, Jan 27, 10:00am - 12:00pm
This event is full

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

Tue, Jan 28, 11:10am - 11:40am

Tue, Jan 28, 2:00pm - 3:30pm
Meeting Room

Tue, Jan 28, 3:00pm - 5:00pm

Tue, Jan 28, 5:15pm - 6:00pm

Wed, Jan 29, 10:00am - 12:00pm
Computer Lab

Wed, Jan 29, 3:00pm - 5:00pm

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

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

Sat, Feb 01, 10:30am - 12:00pm

Sat, Feb 01, 3:00pm - 4:30pm