Cedartown, Georgia: January 24, 2017: Representatives with the AARP will be on hand at the Cedartown Welcome Center every Wednesday from February 1 until April 12 to assist residents with tax preparation. The program can help anyone with tax prep, but it’s especially focused on those residents 50 and over.
IRS-certified volunteers will be stationed at the Welcome Center from 9 a.m. until 1 p.m. and assistance is offered on a first come, first served basis. Assistance is free and you do not have to be a member of AARP. All information is kept confidential.
Items that should be brought when visiting with an AARP rep include last year’s tax return(s), Social Security cards or other official documentation for yourself and all your dependents, a photo I.D. and a checkbook if you wish for your refund to be directly deposited in your bank account.
You should also bring a 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 1 Railroad 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 any additional Information about other forms of income.
Residents are also asked to bring all forms and canceled checks indicating federal and state income tax paid. If you have a substantial amount of deductions, the AARP asks you to bring a 1098 form showing any home mortgage interest, a 1098-T and 1098-E forms (tuition and student loan Interest payments), a list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), prescription medicines, costs of assisted living services, bills for home improvements such as ramps and railings for people with disabilities, a summary of contributions to charity, receipts or canceled checks for all quarterly or other paid tax and property tax bills and proof of payment.
AARP also asks you to bring materials relating to health insurance. That list includes: form 1095A if you purchased through Marketplace or any exemption correspondence from the Marketplace (if applicable). Also bring along dependent care provider information (name, employer ID, or Social Security number) and 1098 forms related to continuing education and related receipts and cancelled checks.
For more information, contact 1-888-AARP-NOW (888-227-7669).