This event has already passed. Please go back and select an upcoming event.

AARP Tax Aid

Monday March 04, 2024 /
10:00 am - 2:00 pm



Location
Lone Star College Tomball Community Library
30555 Tomball Parkway
Tomball ,TX 77375


Price
FREE

Description

To schedule an appointment, please call 832-559-4200Please arrive 30 minutes early to fill out paperwork.  (Required paperwork can also be picked up at the library’s service counter prior to appointment day.)

Required documents (most common)

-Social security cards for yourself, your spouse, and your dependents.

-Valid picture ID with current address for yourself and your spouse.

-Last year's income tax return statement.

-All income tax statements (wages, social security, interest/dividend income, IRA distributions, investments, unemployment).

-If self-employed, all income and business-related expenses. Bring 1099-NEC, 1099-K, and cash receipts. Bring all mileage driven with personal vehicle – business, commuting, and personal miles. Bring amounts charged for both business and personal for Venmo, PayPal, and other 3rd party payment processing services.

-Documentation for deductible expenses (mortgage interest, real estate taxes paid, medical expenses, sales tax you paid for new vehicle in 2023, charitable contributions, mileage for doctor visits or volunteer work).

-Documentation for items qualifying for credit (child-care, post-secondary education, home purchase contract and closing statement for home purchased in 2023).

-If medical insurance via Marketplace, Form 1095-A.

-Any other tax statements not listed here.

* If married, both spouses must sign the return.

 

Out of scope (most common)

-Married Filing Separately

-Self-employed with business loss

-State Income Tax Returns

-Foreign Income Tax Returns

-Active-Duty Military (due to special tax situations & benefits)

-Income from rental property (other than oil & gas leases)

-Bartering or digital assets (virtual currencies or NFTs)



Subscribe to Your

Newsletter

Stay current on local news and events with periodic emails sent straight to you!

Change Neighborhood

Select Your Region/Community