AARP TAX-AIDE WILL HELP TAXPAYERS
Free tax counseling and preparation for taxpayers with middle and low income, with special attention to age 50 years and older, is available from the American Association of Retired Person Tax-Aide from February 2nd through April 13th, 2017. An individual does not need to be a member of AARP or a retiree to use this service.
AARP Tax-Aide volunteers, trained in cooperation with the internal Revenue Service, will offer help with personal income tax returns at various locations around eastern Montana.
The local sites for Southeastern Montana are :
- Miles City Public Library, 1 S 10th St, Miles City, MT (call for appointment 406-234-1496)
- Glendive Senior Center Sagebrush Alley, 604 Grant Ave, Glendive, MT (call for appointment 406-377-3791).
AARP Tax-Aide is administered through the AARP Foundation in cooperation with the Internal Revenue Service. The AARP Foundation is affiliated, 501©(3) nonpartisan charitable organization established in 1961.
AARP Foundation Tax-Aide is a program of the AARP Foundation, offered in conjunction with the IRS.
Required information needed to do your tax return is:
- A copy of last year’s 2015 tax return or the last return you filed. Our program does not have access to your previous returns this year. If you do not have a copy of your return stop at the library on Tuesdays or Thursday (9 am to 5 pm) between February 2nd and April 4th to get information regarding getting a copy. If AARP did your taxes last year bring the envelope you received along with all information included when last year’s return was completed.
- Original Social Security Cards are required for anyone on the return in order to claim Tax Return Credits. Copies of the cards will not work.
- Photo ID for the taxpayer and spouse. This is to insure no identity theft.
- All other information need for preparing 2016 tax return.
AARP Tax-Aide Assistance has limitation we will not be able to do:
- Schedule C (Business Profit and Loss) if a loss or if expenses exceed $25,000.
- Complicated Schedule D (Capital Gains and Losses) without proper paperwork.
- Schedule E (Rental Property) with expenses, including depreciation. We can do land rental and some royalties.
- Schedule F (Farm Income)
- Form 2106 (Employee Business Expenses)
- Form 3903 (Moving Expenses
- Form 8615 (Minors’ Investment Income)
- Portions of Schedules A and B not included in our training.
- Schedule K-1 that involves depreciation or deductible expenses