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Free Tax Counseling And Preparation Beginning February 2

OSWEGO – The Retired and Senior Volunteer Program, a division of SUNY Oswego’s Office of Business and Community Relations, is proud to sponsor the Oswego County AARP Foundation Tax-Aide Program, which begins Feb. 2 for the 2015 tax year.

RSVP volunteers Fred Wall, AARP district coordinator, flanked by local coordinators Betty Talamo and Nancy Perticone.
RSVP volunteers Fred Wall, AARP district coordinator, flanked by local coordinators Betty Talamo and Nancy Perticone.

There are walk-in tax sites in the cities of Oswego and Fulton and by appointment only in the villages of Central Square and Phoenix.

RSVP recruits volunteer tax aides for the program in cooperation with the AARP, the IRS and the state Department of Taxation and Finance.

More than just preparation and e-filing of taxes, the volunteers provide tax counseling if needed.

Tax preparation is available for all, with special attention to those 60 and older.

Tax aide counselors receive training during January on the current federal and state tax laws that apply to personal tax returns.

They are specially trained to understand those provisions of the tax code that affect older people.

A training manual gives detailed descriptions of tax forms and applicable tax law requirements, and numerous examples and self-test exercises are provided to further clarify provisions of the tax code.

Tax aides are required to pass an examination prior to becoming certified to assist taxpayers.

Feb. 2 through April 15, the following sites will be open to serve Oswego County residents.

Only if travel is restricted will sites close due to bad weather.

To avoid a long wait at the walk-in sites in Fulton and Oswego, consider delaying your visit until mid-February.

Central Square Library, 637 S. Main St.: Feb. 6 through April 16 Saturdays 11:15 a.m. to 3:30 p.m.; call 343-5524 to schedule an appointment.

Fulton Municipal Building, 141 S. First St.: walk in-site Wednesdays 9 a.m. to
noon and 6 to 8 p.m.

Oswego’s McCrobie Civic Center, 41 Lake St.: walk-in site Tuesdays 11 a.m. to  3 p.m. Feb. 2 to April 12.

Phoenix Public Library, 34 Elm St.: Feb. 3 through April 15 Mondays 1 to 7 p.m. and Wednesdays 11  a.m. to 7 p.m. Call to schedule Fred 695-2553, Bill 458-1465 or Betty 934-4333.

Taxpayers should have with them last year’s tax returns, photo ID, all income statements (W-2s, 1099s, all forms indicating federal income tax paid), Social Security card(s) for each person included on the return, all receipts or canceled checks for itemized deductions, and a check for account and routing numbers for direct deposit.

The Affordable Care Act, the nation’s new health care law that went into effect at the beginning of 2014, requires most Americans to have health coverage.

This year, when you file your federal income tax, you will have to show that you and every member of your family has the minimum amount of health insurance required by the new law.

If using an AARP tax aide to help you file, bring insurance coverage documentation (if available), along with dates of coverage for each individual.

If your health insurance is through the Affordable Care Act (ACA), bring form 1095-A; if you have received a health insurance exemption, you must provide written documentation, as well.

For questions specifically on the tax program, contact one of the following tax aides: Nancy 342-1604, John 343-5524 or Betty 934-4333.

For information on volunteer opportunities for people 55 and older, including tax aide, or to receive the Mature Living newsletter, call 312-2317 or email [email protected]

RSVP is a federal initiative of the Corporation for National and Community Service and is sponsored locally by SUNY Oswego and the United Way.