AARP Tax Preparation & Filing at Carmel Library

AARP Tax Preparation & Filing at Carmel Library

More About AARP Tax Preparation & Filing at Carmel Library

The Carmel Clay Public Library hosts a tax service for elderly and low income patrons. Sponsored by AARP, the free service is available each Monday and Wednesday in 2020 from February 1 through April 13 from 9:00am to 1:00pm. The service will also be available the first 4 Saturdays in February from 9:00am to 1:00pm.
(No service on Saturday February 29)

All sessions will be held in the Carmel Clay Public Library Program Room. The preparation and filing operates on a first come, first served basis. Appointments are not taken.

Types of returns that will not be processed:
- any return with expenses from self-employment in excess of $25,000
- any return with rental income or moving expenses
- any return with other income or deductions outside of the preparers scope (if uncertain about scope, discuss with preparer before waiting in line)

Please bring the following with you in order to receive assistance:
- Copy of last year's tax return(s) and your social security card
- W-2 forms for each employer
- Unemployment compensation statements
- SSA-1099 form if you were paid Social Security benefits
- All 1099 forms showing interest and/or dividends and documentation showing original purchase price of sold assets
- 1099-misc. showing any miscellaneous income
- 1099-R form if you received a pension or annuity
- Tabulated total of cash income if self employed
- All forms indicating federal and state income tax paid
- Dependent care provided information (name, employer ID, Social Security number)
- Names, dates of birth, and Social Security numbers for all dependents
- Amount of Real Estate Taxes paid in 2019
- Any other tax forms received
- Drivers License or State ID (both taxpayers if joint return)
- Bank routing and account # for refunds

If you have any further questions please stop by the Reference Desk on the 2nd floor of the library or call 317-844-3362.

Tags: special interest



Event Details

Date: March 2, 2020
Time: 9:00am - 1:00pm

This event also occurs on 03/04/2020, 03/09/2020, 03/11/2020, 03/16/2020 and 8 more dates. [see all dates]



Location:
Carmel Clay Public Library
55 4th Ave SE
Carmel IN 46032

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Contact:
Carmel Library Reference Desk
317-844-3362


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