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AARP is offering FREE Tax Preparation Assistance!

Qualified counselors from AARP will be onsite at the 1st Advantage Kiln Creek Branch to assist you with your 2007 tax returns*. All counselors are IRS certified and locally trained in Tax Law. They will prepare your tax returns, answer questions and electronically e-file your returns. There is no charge for this service.

This free service will be available from February 1 - April 15, 2008
Hours of Operation: 11-3 Monday through Friday, 9-12 Saturday

Who can use:

  • Members, Non-members
  • Colleagues and their families
  • Do not have to be a member of AARP or 1A to have your taxes prepared here

What do people need to bring:

  • Picture ID
  • Social Security Card
  • This year's tax package and/or label
  • All income forms, W-2 and 1099's
  • Information for other income
  • Information for all deductions/credits
  • A copy of last year's tax return

Your return will be filed electronically, and your refund can be directly deposited into your account.

Things Tax-Aide Volunteers Will Do:

  • Form 1040 with Schedule A, B, D, EIC & R
  • Form 1040-ES
  • Form 2441 (Child and Dependent Care Credit)
  • Form 8863 (Education Credits)
  • Form 8812 (Additional Child Tax Credit)
  • Schedule C-EZ if: Expenses are less than $5,000 and:
    • Have a net gain from business
    • Have no employees
    • Have no inventory
  • Schedule SE - only in conjunction with Schedule C-EZ
  • Form 8283 - Non-cash contributions (Section A, Part I only >$500 < $5000)
  • Form 2106 E-Z Employee Business Expense
  • 1040 X Amended

Things Tax-Aide Volunteers Will NOT Do

Schedules

  • C Net Profit or Loss from Business
  • E Rental Income or Supplemental Income or Royalties, Partnerships, Estates, Trusts on K-1 form
  • F Net Profit or Loss from Farming
  • H Household Employee Expense

Forms

  • 2106 Employee Business Expense
  • 3903 Moving Expense
  • 4684 Casualty or Theft Losses
  • 4797 Sales of Business Property
  • 6252 Installment Sales
  • 8606 Non-deductible IRA, Part B (We can do Part A if you have a prior 8606).
Other
  • Stand-alone Virginia return (send to Commissioner of Revenue)
  • Innocent Spouse
  • Injured Spouse
  • Adoption Expenses
  • Certain OID Situations
  • Medical Savings Accounts
  • Points not fully deductible in year paid
  • Children under 18 with $1,700+ investment income (Form 8615)
  • Foreign Tax Credit eligibility (Form 1116)
  • Wash sales (stocks, etc.)
  • Tax on early distribution from Employer’s Plan
  • Limited IRA deduction
  • Excluded US Savings Bond Interest
  • Income from US possessions or foreign countries
  • SS benefits for prior year
  • Non-resident or Resident Alien (send to Williamsburg or CNU or HU)
  • Any state return other than Virginia
  • Active duty Military (refer to base/post VITA Site)

Still have questions about this service, contact AARP at 1-888-AARP-NOW (2277-669)

Not in the area? File your 2007 taxes free through TurboTax.

Restrictions apply.

 
   
         
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