OSWEGO COUNTY – The Retired & Senior Volunteer Program, a division of SUNY Oswego’s Office of Business and Community Relations, in conjunction with the IRS and AARP’s Tax Aide Program, is pleased to offer free annual income tax preparation, e-filing and tax counseling services for the residents of Oswego County.
There are no age or income restrictions, however special consideration given to those 60 years of age and older.
Tax aide counselors receive continuous training on 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 senior citizens and are certified to assist taxpayers.
Beginning Feb. 5 through April 17, the following sites will be open to serve county residents.
Why is Tax Day April 17? Typically, the tax return filing deadline is April 15 however, the Washington, D.C., Emancipation Day holiday will be observed on Monday, April 16. Under tax law, legal holidays in Washington, D.C., affect the filing deadline across the nation.
FULTON MUNICIPAL BUILDING
141 S. First St., Fulton. Wednesdays, 9 a.m. to noon and 6 to 8 p.m. Feb. 7 through April 11. Walk-ins only; no telephone calls.
McCROBIE CIVIC CENTER
41 Lake St., Oswego. Tuesdays, 11 a.m. to 3 p.m. Feb. 6 through April 17. Walk-ins only; no telephone calls.
PHOENIX PUBLIC LIBRARY
34 Elm St., Phoenix. Mondays and Thursdays, 11 a.m. to 5 p.m. Feb. 5 through April 16. By appointment only; call Fred, 315-695-2553; Betty, 315-934-4333; or Bill, 315-458-1465.
Only in the case of restricted travel due to weather will sites be closed.
For questions on the tax aide program, contact one of the following aides: Nancy, 315-342-1604; John, 315-343-5524; or Betty, 315-934-4333.
Taxpayers need to bring last year’s tax returns, photo ID, W-2s, 1099s, all forms indicating federal income tax paid, a Social Security card for each person included on the return, all receipts or canceled checks for itemized deductions, and bank account information for direct deposit.
Taxpayers also must provide their driver’s license or New York state non-driver identification card when filing taxes; the state now requires this in order to e-file state returns.
For information on volunteer opportunities for people 55 and older, call RSVP at 315-312-2317 or email [email protected]
RSVP is part of a nationwide network of Senior Corps programs, a federal initiative of the Corporation for National & Community Service.
Each of the 700-plus RSVP programs in the United States is sponsored by nonprofit agencies — locally by SUNY Oswego and the United Way.