FORT MILL — It’s filing tax time again and that means the AARP Tax Aide program is returning to the Fort Mill Library in Baxter Village. The first day is Friday, Feb. 1, from noon to 3:30 p.m. and the program ends April 9.
You do not need to be an AARP member or a senior citizen to take advantage of this free service. The program is open to filers of all ages and handles individual, joint and even many business returns. For joint filers, both spouses must be present.
Trained volunteers familiar with the latest tax code changes and using IRS approved software will prepare and electronically file your returns. Filers will have the option of requesting a direct deposit of their refund or having it sent by U.S. mail. Bring a blank check if requesting direct deposit. This is both for federal and South Carolina tax filings.
The service is offered on select days and times, typically twice a week (click on the PDFs below for the Fort Mill branch schedule by month).
Another AARP Tax Aide program will be offered in Rock Hill at the Adult Learning Center, 1234 Flint Street Extension. They are open Monday and Wednesday from 12:30-4:30.
WHAT TO BRING
The AARP Foundation Tax-Aide program asks you to bring the following items:
- Last year’s tax return
- Social Security cards or other official documentation for yourself and every individual on your return
- Photo identification
- Checkbook if you want to direct deposit any refund Income
- W-2 from each employer
- Unemployment compensation statements
- SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
- 1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
- 1099-R form if you received a pension, annuity, or IRA distribution
- 1099-MISC form
- Information about other forms of income
- State or local income tax refund
- Payments: All forms and canceled checks indicating federal or state income tax paid, including quarterly estimated tax payments
Deductions: Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize.
You will need to bring the following information:
- 1098 form showing any home mortgage interest
- A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), a list of prescription medicines, costs of assisted living services and bills for home improvements, such as ramps and railings for people with disabilities
- Summary of contributions to charity
- Receipts or canceled checks for all quarterly or other paid tax
- Property Tax bills and proof of payment
- 1095A forms if you purchased insurance through the Marketplace (Exchange)
- 1095B/1095C forms (if applicable)
- Any exemption correspondence from the Marketplace (if applicable)
- Credits: Dependent care provider information (name, employer ID or Social Security number)
Also: Bring 1098-T and 1098-E forms related to tuition and student loan interest.
About AARP Foundation Tax-Aide
The program started in 1968 with just four volunteers at one site preparing 100 tax returns. AARP Foundation Tax-Aide now involves more than 35,000 volunteers and serves 2.6 million taxpayers annually at more than 5,000 sites nationwide. For more information, visit aarp.org.
For more, go to the AARP website.