HOULTON — Trained volunteers will be on-hand Friday, Feb. 19 at the Cary Library in Houlton to help with federal and maine state income tax returns from 9 a.m. to 4 p.m.
Individuals must bring all paperwork related to Marketplace Insurance and the 1095A form. This service is available for middle and low-income individuals with special attention to those ages 60 and older.
Individuals should bring the following with them:
— current year’s tax forms and preparation booklet.
— copy of last year’s income tax return.
— W-2 forms from each employer.
— employment 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 cancelled checks if itemizing deductions.
— real estate tax statement even if not itemizing deductions.
— social security numbers for all dependents.
This service is sponsored by the AARP Foundation in cooperation with the IRS. For more information, contact the library at 532-1302.
