CONCORD ó Beginning this week the AARP will offer free tax assistance for taxpayers with low- and middle-income at the Cabarrus County Senior Center, 331 Corban Ave., SE, Concord.
Special attention will be given to those individuals 60 years of age and older.
Hours for the service will be Mondays and Wednesdays, from 8:30 a.m. until 1 p.m. This program will be available until Wednesday, April 15.
Appointments for assistance can be made by calling the Senior Center at 704-920-3484, Monday through Friday, 8 a.m.ń5 p.m. Walk-in clients will also be assisted on a first come-first serve basis.
Please bring the following to the appointment:
– Current year’s tax forms and preparation booklet,
– Copy of last year’s income tax return(s),
– W-2 forms from each employer,
– Unemployment compensation statements,
– SSA-1099 form (if you were paid Social Security benefits),
– All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing original purchase price of sold assets,- 1099-misc showing any miscellaneous income,- 1099-R form if you received a pension or annuity,
– All forms indicating federal income tax paid,
– Dependent care provider information (name, employer, ID, Social Security number),- All receipts or canceled checks if itemizing deductions, Social Security cards or other official documentation for yourself and all dependents,
– Receipts for real estate taxes,
– Notice 1378 economic stimulus payment.
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MOCKSVILLE ó Davie County Senior Services, 278 Meroney St., Mocksville, will be offering the following opportunities:
Tax Aid: Staff contact: Barbara Thornton, senior center aide. Cost: free. Time: 9 a.m. to 1 p.m. Fridays and Saturdays, Feb. 6 through March 14. First come, first served.
Additional dates by appointment only: 9 a.m.-1 p.m. Fridays and Saturdays, Jan. 30-31, March 20-21, March 27 and 28, April 3-4, and Monday April 13.
Certified AARP Tax Counselors will be on hand to prepare 2008 returns. Bring all documents needed to prepare the 2008 return, including a copy of the 2007 filed return.