TAX ASSISTANCE 2018
Offering free tax preparation assistance to people 60 years or older, individuals with a disability or those with low to moderate incomes from 2/1-4/17.
APPOINTMENT IS REQUIRED.
Appointments available Thursdays 10AM-2PM.
Call 301-749-6689 Mon-Fri 8:30AM-3:30PM to schedule an appointment.
Bring the following documents with you:
Last year’s tax return(s)
Social Security cards or other official documentation for yourself and all your dependents
Photo I.D. required for all taxpayers.
Checkbook if you want to direct deposit any refund(s).
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
Information about other forms of Income
State or local income tax refund
All forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments)
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
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, 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
Form 1095A if you purchased through Marketplace (Exchange) Any exemption correspondence from the Marketplace (if applicable)
Dependent care provider information (name, employer ID, or Social Security number) 1099 forms related to continuing education and related receipts and canceled checks
- 10928 Indian Head Highway
- Fort Washington, MD 20744
10928 Indian Head Highway
Agency: American Association of Retired Persons
Payment Description: None.
Intake and Eligibility: Low and moderate income taxpayers with special attention to senior citizens.