The local AARP Tax-Aide Program provides free electronic filing of Federal and Oregon state income tax returns for middle and low-income taxpayers. Started in 1968, AARP Tax-Aide is the nation’s largest free, volunteer run tax preparation program serving millions of taxpayers. Tax-Aide volunteers are available to prepare current year, prior year or amended returns, determine whether or not you need to file a return, or answer any other tax questions you might have. AARP membership is not a requirement to receive assistance and no appointment is necessary.
Assistance is available at three locations in Lincoln County:
NEWPORT: Newport 60+ Center, 20 SE 2nd Street, from 9:00 am to 2:00 pm every Tuesday and Thursday from February 2 through April 14.
WALDPORT: Washington Federal Savings Bank, 325 NW Hemlock Street, from 10:00 am to 2:00 pm every Tuesday and Wednesday from February 2 through April 13.
LINCOLN CITY: Lincoln City Community Center, 2150 Oar Place, from 9:00 am to 2:00 pm every Tuesday and Thursday from February 2 through April 14.
What to bring with you:
NEW THIS YEAR: 2014 Oregon tax liability to determine amount of “kicker” refund
Form1095-A, if you purchased health insurance through the Marketplace
Photo Identification for taxpayer and spouse (mandatory)
Social Security cards or ITIN letters for every person on the return (mandatory)
W-2 forms from each employer
W2-G if you had gambling winnings
All 1099 forms (SSA, INT, DIV, 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 directly depositing refund
Copy of last year’s tax return
Any other paperwork that you think might be helpful
For answers to tax questions visit: www.irs.gov and www.oregon.gov/dor
For more information call Darlene at 541-265-8298.
