The AARP Tax-Aide Program and Washington County Council on Aging will provide free income tax assistance, tax counseling and electronic filing for 2016 tax returns. Special attention is provided to filers 60 and older but AARP membership is not required. The service will be available February 7th thru April 11th on Tuesdays.
Returns will be done by “Appointment” at the Council on Aging, 1348 South Blvd, Chipley, FL. Call 850-638-6216.
Individuals seeking assistance are asked to bring all their 2016 tax documents including;
___Social security card; driver’s license or photo ID
___Copy of last year’s tax return; a check for bank information
___1095-A Form if you bought insurance from Marketplace/exchange
___SSA-1099 Social security benefits
___1099-R pensions, retirement, and annuities
___1099-INT interest; 1099-DIV dividends; and 1099-B stock sale
___W-2s; 1099-MISC other income; 1099-G unemployment
___Any document showing you paid Federal Income Tax
___1099-S sale of home, land, or timber; W-2G gambling winnings
___1098-E student loan interest; 1098-T tuition payments
___Information needed to itemize: medical expenses, medical miles driven, contributions, home mortgage interest, and real estate taxes.
They will not prepare Schedule F – Farms, Schedule E – Rental Property, Schedule C – Business income with expenses that exceed $25,000, or Form 3903 – Moving expenses. These are considered “Out of Scope”.