The Daily Citizen, Dalton, GA

Local News

January 22, 2009

AARP offers free tax preparation help

Free income tax preparation help by the AARP tax aide service will be available to taxpayers with low and middle incomes — with special attention to taxpayers 60 and older — beginning Feb. 2 at the Dalton-Whitfield Regional Library at 310 Cappes St.

Tax help will be available through April 14 on Mondays from 11 a.m. to 5:30 p.m., Wednesdays from 11 a.m. to 4 p.m., and Saturdays from 11 a.m. to 4 p.m.

The deadline to file this year is April 15.

Volunteers trained and certified by the Internal Revenue Service will help in filling out your federal and Georgia tax returns. The service is confidential. Appointments are not necessary.

Taxpayers should bring:

• 2008 federal and Georgia tax preparation booklets if available

• 2007 federal and Georgia tax returns

• Social Security cards for you and your dependents

• Forms W-2 from each employer

• Unemployment compensation statements (Form 1099-G)

• SSA 1099 forms (if receiving Social Security benefits)

• All Form 1099s showing interest and/or dividends/capital gains distributions and documents showing original cost of any sold assets

• Forms 1099-R (if receiving pension or disability payments or IRA distributions)

• Form 1099-Misc showing miscellaneous income

• All forms showing federal or state taxes withheld or taxes paid by estimate

• Dependent/child care provider information including provider’s name, address and identification or Social Security number

• If itemizing deductions, receipts and/or documentation to substantiate

• Receipt for real estate taxes paid in 2008 whether you itemize or not

• IRA Notice 1378 advising you of the amount of your economic stimulus payment. Your economic stimulus payment is not taxable, but the amount you received is needed to determine eligibility for the new Recovery Rebate Credit.

Taxpayers who because of low income are not required to file federal or Georgia tax returns may be eligible for a low-income credit or a refund from the state.



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