Oswego County Aarp Tax Aide Program Offers Free Income Tax Preparation Beginning Tuesday, February 6 By Appointment Only

by Contributor | January 2, 2024 11:52 am

OSWEGO COUNTY – The AARP Tax-Aide Program plans to begin tax preparation the first week of February. Beginning Monday, January 22, taxpayers may call 315-320-6140 to schedule an appointment. You must leave your name and telephone number for a call back to set up your appointment. Taxpayers must also complete a worksheet prior to their scheduled appointment. The worksheets will be available the second week in January and can be picked up at the Fulton, Oswego, and Phoenix libraries, McCrobie Building, and Fulton Municipal Building Community Room.

Sponsored by AARP, the Volunteer Tax Aide Program offers counseling, preparation and e-filing of taxes for residents of Oswego County regardless of age or income; special emphasis is given to those ages sixty and older. In coordination with the IRS, the Tax Aides must attend annual mandatory training and are required to successfully pass an examination before being certified each tax season. Training includes the current federal and state tax laws specific to personal tax returns and those provisions of the tax code that affect older people.

2024 TAX AIDE SITES

Oswego: McCrobie Civic Center, 41 Lake St. Tuesdays, 9a-3p (February 6 – April 9)

Fulton: Fulton Municipal Building, 141 S First St. Wednesdays, 9a-3p (February 7 – April 10)

Taxpayers need to bring all pertinent documents to their scheduled appointment including the completed taxpayer worksheet, W-2 statements, 1099’s for interest, dividends, social security, pensions, health savings accounts, unemployment, capital gains and K’s along with statements marked 1098-T, 1098-E, 1095-A. In addition, any property tax statements and last year’s tax return along with any other income sources. A driver’s license or photo ID will be required for taxpayers and spouses along with social security cards for each person on the return. For direct deposit, your bank routing number and account number, a voided blank check is preferred. All potential itemized deductions need to be summarized by category such as medical out of pocket costs, taxes paid, mortgage interest form 1098, charity contributions, etc.

 

Source URL: https://oswegocountytoday.com/community/announcements/oswego-county-aarp-tax-aide-program-offers-free-income-tax-preparation-beginning-tuesday-february-6-by-appointment-only/

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