FREE Tax Assistance from AARP available at Jacob Edwards Library

Finances - Community Service

Mondays, Thursdays, January 28, 2013 - April 4, 2013
4:00 PM-6:00 PM

Jacob Edwards Library
Periodicals Room
236 Main Street
Southbridge, MA 01550
Google Maps - MapQuest

AARP Volunteers will provide tax assistance for low income earners at Jacob Edwards Library, starting January 28, 2013

FREE Tax assistance for low and moderate income persons will be available starting Monday, January 28, 2013, at Jacob Edwards Library, 236 Main Street, Southbridge, MA 01550. The service will be offered through Thursday, April 4th. Call 508-764-5426 to schedule an appointment.

The guidelines for eligibility are as follows:
Filing Status & Income Levels:
Single or Head of Household - around $55,000
Married Filing Joint Return - around $75,000

Please note that AARP Tax Aides cannot prepare a return with the following situations:
 Rental property of any type
 Foreclosure
 Bankruptcy
 Cancellation of debt
 Casualty Loss
 Employee Business Expense - Form 2106
 Moving Expense
Taxpayers will need to bring:
 Photo ID
 Social Security Cards for yourself, spouse and all dependents
 All forms received containing tax information:
o Social Security SSA-1099
o Wages (W-2)
o Interest and dividends (1099-Int/1099-Div)
o Pension / annuity payments (1099-R)
o Gambling winnings (W2G)
o Stock or Mutual Fund sales (brokers statement)
o Any other forms showing income received or taxes paid
 Real estate and town/city water-sewer bills (for Massachusetts seniors)
 Proof of health insurance  the card you would take to a doctors appointment will have the
necessary information.
 Last years (2011) tax return (Federal and/or State)

Thank you AARP Volunteers  we are pleased to welcome you back to Jacob Edwards

Cost: FREE

Suggested Audiences: Adult, Elders

E-mail: mmorriss@cwmars.org
Phone: 508-764-5426

Last Modified: January 12, 2013 at 2:16 PM

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