Library building

Library Offers Free Tax Assistance Through April 17, 2018

Tax Help at KPL

Keene Public Library is pleased to participate in the American Association of Retired People’s Tax Assistance Program. AARP Tax-Aide volunteers are trained to assist with filing the 1040 Form and the more standard of the schedules, including Schedules A and B. Assistance and electronic filing (e-filing) is offered at the Keene Public Library at 60 Winter Street on Tuesday afternoon from 4 p.m. to 7 p.m. on a first-come, first served basis. First-come, first-served assistance means that you might have to wait to for the AARP volunteers to get to you and you may have to come back again to be seen. A sign-in list will be available at 2 p.m and people will be seen in the order as if they were in line..People with complicated tax returns are encouraged to seek paid tax assistance. There is no charge to the taxpayer.

AARP Tax-Aide is the nation’s largest free, volunteer-run tax assistance and preparation service. It is available to taxpayers with low- and moderate-incomes and gives special attention to people 60 years-of-age and older. AARP Foundation Tax-Aide Volunteers are trained to assist with filing the 1040 Form and the more standard of the schedules, including Schedules A and B. 

Photo I.D. for each individual on your return is required for all taxpayers, social security cards, or other documentation. For joint returns, both parties must be present.

The checklist below includes items you should bring when you visit an AARP Foundation Tax-Aide site for assistance with your tax return(s):

The checklist below includes items you need to bring with you:

  • Last year’s tax return(s)
  • Social Security cards or other official documentation for yourself and every individual on your return.
  • Photo I.D. required for all taxpayers.
  • Checkbook if you want to direct deposit any refund(s).

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 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
  • Information about other forms of Income
  •  

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
  • Child care provider information (name, employer ID, SSN).
  • Summary of contributions to charity
  • Receipts or canceled checks for all quarterly or other paid tax
  • Property Tax bills and proof of payment

Health Insurance

  • 1095A Forms if you purchased insurance through the Marketplace (Exchange)
  • 1095B/1095C Forms (if applicable)
  • Any exemption correspondence from the Marketplace (if applicable)

Credits

  • Dependent care provider information (name, employer ID, or Social Security number)
  • 1098-T and 1098-E Forms (Tuition and Student Loan Interest)

For more information about the AARP Tax Assistance program at Keene Public Library, please contact Colleen Swider at 603-352-0157.

library logo
© 2018 City of Keene All rights reserved.