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AARP Tax Aide starts Feb. 6

POSTED January 20, 2017 3:49 p.m.

The AARP Tax-Aide Program will be available again at First English Lutheran Church, 215 W. Pine St., Platteville, and at the Center on Aging, 8820 Hwy 35-61S, Lancaster.  

Tax sessions will run in Platteville Mondays beginning Feb. 6 and in Lancaster Tuesdays beginning Feb. 14 until early April from 9 a.m. to 3 p.m. 

The Tax-Aide Program, sponsored by the AARP Foundation and the Internal Revenue Service, offers free tax help to Wisconsin residents of low and moderate income, especially those 50 and older.

Individuals with complex forms such as business, farmers, investors with limited partnerships, landlords with depreciation schedules, and married couples filing separately do not qualify for Tax-Aide assistance and are urged to seek other professional tax preparation assistance.

Experienced tax counselors will be available to assist Grant County residents for the 23rd consecutive year.  All counselors have completed training and have passed comprehensive exams before receiving certification. 

Appointments are required and can be made by calling ADRC of Grant County, 723-6113 or 1-800-514-0066.

Tax filers are asked not to call for an appointment until they have everything that is required in order to be assisted in their tax preparations.  Also required to receive tax assistance is photo proof of identification and Social Security documentation for the filer and all dependents.

Tax filers should bring:

• Copy of last year’s income tax return(s).

• All W-2s, 1099s, and investment statements.

• SSA-1099 form if you were paid Social Security benefits.

• A copy of property tax bills.

• Costs associated with health insurance and other health care needs.

• Form 1095 A, B, or C if health insurance was a result of Affordable Care Act.

• All 1099-Rs if a pension or annuity provided income.

• Information on other income and deductions/credits.

• Summary of SSI income if claiming Homestead Credi.t

• A completed, unaltered rent certificate if renting and filing for Homestead Credit.

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Unless issues occur, it is anticipated that federal, state, and homestead tax forms would be e-filed the day of tax preparation. 

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