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Image for event: Tax Aide - In-person

Tax Aide - In-person

Free Tax Preparation Services from AARP Tax-Aide Volunteers

2024-03-11 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
Mon, Apr 15 10:00AM to 8:00PM
Tue, Apr 16 10:00AM to 8:00PM
Wed, Apr 17 10:00AM to 8:00PM
Thu, Apr 18 10:00AM to 8:00PM
Fri, Apr 19 10:00AM to 6:00PM
Sat, Apr 20 10:00AM to 6:00PM
Sun, Apr 21 10:00AM to 6:00PM

Upcoming Events

Tue, Apr 16, 2:00pm - 3:30pm
Children's Programming Room

Tue, Apr 16, 6:00pm - 7:00pm

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

Sat, Apr 20, 11:40am - 12:10pm
Meeting Room

Sat, Apr 20, 2:00pm - 3:00pm
Meeting Room

Sun, Apr 21, 10:30am - 11:30am
Meeting Room
This event is full

Sun, Apr 21, 10:30am - 11:30am

Tue, Apr 23, 2:00pm - 3:30pm
Meeting Room

Tue, Apr 23, 6:00pm - 7:00pm

Sun, Apr 28, 10:30am - 11:30am

Tue, Apr 30, 2:00pm - 3:30pm
Meeting Room

Tue, Apr 30, 6:00pm - 7:00pm

Sat, May 04, 11:00am - 11:30am

Sat, May 04, 11:40am - 12:10pm

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

Tue, May 07, 6:00pm - 7:00pm

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

Tue, May 14, 6:00pm - 7:00pm