AARP Foundation Tax-Aide offers free tax preparation assistance with a special focus on taxpayers who are over 50 and have low-to-moderate income. Trained and IRS-certified Tax-Aide volunteers will provide secure and confidential Federal and Vermont tax preparation at the South Burlington Senior Center in the City Hall at 180 Market Street. This service begins Tuesday, Feb 7, 2003, and continues every Tuesday and Friday until April 7 from 9 AM to 1 PM. To take advantage of this service, call Rebecca Isham at 802-923-5545 to schedule an appointment. Plan on arriving fifteen minutes early to fill out needed paperwork.
You will also need to bring the following items:
- Photo ID for taxpayer and spouse
- Social Security or ITIN numbers for all persons on the tax return
- Last year's tax return
- All forms W2, 1099 R, SSA1099, Other 1099 forms, self-employment records
- Brokerage and Bank statements
- Mortgage interest, medical expenses, charitable donations
- Educational expenses Form 1098 T
- Your current Property Tax Bill (or a copy)
- Voided check for direct deposit of refund or debit of balance due
- Any correspondence from the IRS