AARP Tax Assistance Program
FREE AARP TAX ASSISTANCE
Once again the AARP volunteer tax preparers will be at the Senior Center this income tax season. They will be in the Terrace Room downstairs on Mondays and Fridays, starting February 5th and ending April 13.
To have your tax return done for free by these advisors either make an appointment in the office or phone us
at 201-529-5757 x 277 or X 213
Appointments are scheduled every hour between 8:30am and 1:30pm.
DOCUMENTS TO BRING WITH YOU
Government Issued Photo ID and Social Security Card
Copy of last year’s (2016) tax return.
SSA-1099A form for Social Security benefits.
W-2 from each employer
If you received unemployment benefits—need to bring the printout from the website indicating the benefits
1099-misc for miscellaneous income
1099-R for all pension, annuity and IRA distributions
All forms for federal income tax paid.
Dependent care provider information
Documents if itemizing deductions
All 1099-INT, 1099-DIV forms for interest and dividends and documentation of original purchase price of assets.
Bring your checkbook for automatic deposit and withdrawals.
PTR (Blue Book) for Senior Freeze (if you have one)