Free ‘Tax-Aide’ coming to area
MANISTIQUE – Now in its 46th year AARP Tax-Aide is again taking calls to make appointments to prepare income tax returns for elderly and low-to-middle income taxpayers, including those only receiving Michigan Property Tax and Home Heating Credits. The service will be in the Manistique area on March 14.
Other sites include Houghton, Marquette, Munising, Newberry, Sault Ste. Marie, Escanaba, St. Ignace, Iron Mountain and Cedarville. Some of these sites are open only one or two days so interested persons must phone to set up appointments. Contact phone numbers and dates are listed below. All sites are handicapped accessible and Equal Opportunity.
The tax preparers are volunteers who must be certified, pass a test on Tax Law and sign a Confidentiality Statement, for each year they do this service. Training is typically 20 hours or more. Most often very qualified individuals volunteer for this service so the client is greatly benefited.
The most common form done is the 1040 although returns may also include Schedules A (Itemize), B (Interest/ Dividends), C-EZ, EIC, R (Credit for Elderly/Disabled), simple D, 2441
(Dependent Care), 8880 (Qualified Savings Credit), 8863 (Education Credits), and 8379. Some forms are beyond the scope of our training. These include; complicated D, E and R, and Forms 2106, 3903, 8615 and 8606.
When going to your appointment please bring the following: the Social Security cards for all persons to be included on the return; all 2012 information such as a W-2 from each employer, 1099-INT, -DIV, -B, -R, -G, etc, SSA-1099 (your Social Security information), all forms showing federal income tax paid, dependent care information, and cancelled checks and receipts if you expect to itemize. If you have sold stocks and bonds bring information showing original cost. And, very important, a copy of the return for the last year you filed.
You should be aware of Michigan Credits for Property Tax relief and Home Heating relief. Tax-Aide, as a program of AARP Foundation, has a strong interest in serving senior citizens. They need to check to determine if they are eligible for these credits. Very often people think they don’t owe any tax so they don’t bother to see if they are eligible for them. A Tax- Aide Counselor can determine this for you. Bring your Property Tax statements and home heating bills with you to your appointment. Also, the personal medical coverage on your auto insurance premium is like Medicare deductions on Social Security payments: it reduces your Total Household Resources.
To contact a site see the information below. Or you may call (888) AARPNOW (888-227- 7669) or visit the website at www.aarp.org/taxaide.
AARP Tax-Aide is a program of the AARP Foundation, offered in conjunction with the IRS.
Manistique Senior Center, (906) 293-8467. One day only; Thursday, March 14
Les Cheanuax Public Library, (906) 647-7362, starts Friday, Feb 22
St. Ignace Public Library, (906) 643-7307, starts Thursday, Feb 14
Tahquamenon Area Senior Citizen Center, (906) 293-8467, starts Feb 5