AARP Tax Aide (Jeff Davis Council on Aging)

Description:

The Volunteer Income Tax Assistance/Tax Counseling for the Elderly (VITA/TCE) program(s) and IRS e-file joined forces several years ago to bring electronic tax filing to VITA/TCE sites for elderly, disabled or low income taxpayers. Offers assistance with Earned Income Tax Credit (EITC) and federal and state E-filing.

Hours:

Fri 9am-1pm

Intake Process:

Call or walk in for service. Documents required include:
1.) TWO FORMS OF IDENTIFICATION:
Primary identification has a photo and a description of the individual. Acceptable forms of primary ID are:
-Current Driver's License or State ID
-Current Passport with photo
-Current Government issue ID
-Current Armed Forces ID
-Resident Alien ID Card
Secondary Identification will only be accepted in conjunction with a form of primary ID. Acceptable forms of secondary ID are:
-Voter's Registration Card
-Secondary or Post-Secondary School ID
-Current Voter's Registration Card
-Current Major Credit Card (signed)
2.) SOCIAL SECURITY CARDS FOR ALL PERSONS LISTED ON TAX RETURN
3.)DATE OF BIRTH FOR ALL PERSONS LISTED ON TAX RETURN
4.) ALL INCOME STATEMENTS TO INCLUDE:
-W-2'S
-1099'S
-Proof of Social Security Benefits for all beneficiaries on tax return
-Unemployment Benefits Statement
-Interest Statements
5.)DEPENDENT CHILD CARE INFORMATION:
-You must be the custodial parent of all dependent children or have the right to claim the dependent children represented, payee's name address, social security number or Tax ID number
6.)PRIOR YEAR TAX RETURN

Program Fees:

No fees/not applicable

Languages:

No informaton given. Call for details

Eligibility:

Call or visit site for specific details. Since eligibility for EITC may be determined through a combination of earned/unearned income, filing status, exemptions, etc., please direct the callers to visit or telephone their referred VITA/AARP sites to make specific determinations.

Handicap Accessible?

No

Is Shelter?

No

Related Resource

Date of Official Change:

February 4, 2009

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