AARP Foundation Tax-Aide Program volunteers are once again be available in Lincoln County to provide free electronic filing of federal and Oregon state tax returns.
Started in 1968, AARP Tax-Aide is the nation’s largest free, volunteer-run tax preparation program serving millions of taxpayers. AARP Tax-Aide’s emphasis is on serving low to moderate-income senior citizens and others who may not have the resources to have their taxes done elsewhere. Organizers said they may need to limit the number of returns they can prepare each day, and they will not be able to do any returns that are overly complicated, time consuming or beyond the scope of the program.
Volunteers can prepare 2016, 2017 and 2018 tax returns, and 2016 and 2017 amended returns only if they were done at the same Tax-Aide site for that year. AARP membership is not a requirement to receive assistance.
Assistance is available at three locations in Lincoln County:
- Newport: Newport 60+ Activity Center, 20 SE Second St., from 9 a.m. to 2 p.m. every Tuesday and Thursday.
- Waldport: Washington Federal Savings Bank, 325 NW Hemlock St., from 10 a.m. to 2 p.m. every Tuesday and Wednesday.
- Lincoln City: Lincoln City Community Center, 2150 Oar Place, from 9 a.m. to 2 p.m. every Tuesday and Thursday.
What to bring with you:
- Photo identification for taxpayer and spouse; and Social Security cards or ITIN letters for every person on the return;
- A copy of last year’s return;
- All 1095 forms, especially 1095-A if health insurance was purchased through the marketplace;
- Documentation of income from All sources (including cash);
- W-2 forms from each employer;
- W2-G if you had gambling winnings;
- All 1099 forms (SSA, INT, DIV, SA, MISC, B, G, R, etc.) and all 1098 forms;
- All forms indicating federal or state income tax paid;
- Dependent care provider identification;
- Itemized deductions for Schedule A;
- Routing and bank account numbers for direct deposit or debit;
- Any other documents that you think might be helpful.
For answers to tax questions go online at www.irs.gov and www.oregon.gov/dor.