Tax-Aide Gears up for 2007 Tax Season
By: Source: AARP.org Date Posted: 2007-01-08 13:54:23.647873-05:00
Manage Tax Time Stress
As the countdown to tax day begins, Oregonians can count on AARP to help manage tax time stress. From Feb. 1 through April 15, AARP offers a free tax-counseling program. AARP Tax-Aide, which is administered through the AARP Foundation, assists taxpayers with the preparation of federal and state income tax returns.
Free Tax Counseling
Available to any middle and low-income taxpayers, with special attention to those age 60 and older, about 800 AARP Tax-Aide volunteers provide free face-to-face counseling services at more than 150 sites across Oregon, including senior and community centers, libraries and other convenient locations. AARP Tax-Aide also provides counseling services to individuals who are unable to leave their homes. Contact a local AARP Tax-Aide site in the community for details.
A Well Trained, Professional Volunteer Corps
Each year, more than 800 AARP Tax-Aide volunteers are trained in Oregon in conjunction with the Internal Revenue Service to perform tax counseling services. AARP volunteers are also trained in Oregon tax rules. Last year, these AARP Tax-Aide volunteers helped more than 65,000 Oregonians with tax returns and questions.
The exceptional quality of service provided by these dedicated volunteers consistently earns the program high marks in customer satisfaction. Each year, AARP Tax-Aide achieves a significant rate of repeat customers, who say they return to the program due to the friendliness, helpfulness, knowledge and skill of AARP Tax-Aide volunteers.
Volunteers of all ages and backgrounds are welcome. You don't need to be an AARP member or be a retiree to volunteer. Anyone can help who is available February through April. Volunteers can work a flexible schedule, but are asked to give at least four hours a week from Feb. 1 to April 15. IRS training and certification are provided. Volunteers are especially needed in the Prineville and Madras areas in Central Oregonian and in Morrow and Umatilla counties in Eastern Oregon.
To find out more about joining this dedicated team, call AARP Oregon toll-free at (866)554-5360 or send an e-mail for information about volunteer opportunities.
Find an AARP Tax-Aide Site Near You
With more than 150 sites across Oregon, there's bound to be a location close to you. To find an AARP Tax-Aide site in your community, or a neighboring community, visit the AARP Tax-Aide Site Locator or call toll-free to 888-AARP-NOW (888-227-7669).
Prepare for Your Meeting with AARP Tax-Aide
Before meeting with an AARP Tax-Aide volunteer, gather together some basic information and bring it with you to the AARP Tax-Aide site, such as:
- 2006 tax forms and preparation booklet
- Copy of last year ' s income tax returns
- W-2 forms from each employer
- Unemployment compensation statements
- SSA-1099 form if you were paid Social Security benefits
- All 1099 forms (1099-INT, 1099-DIV, 1099-misc., etc.) showing interest and/or dividends as well as documentation showing the original purchase price of your sold assets
- 1099R forms if you received a pension or annuity
- All forms indicating federal income tax paid
- Child care provider information (name, employer ID, Social Security number)
- All receipts or canceled checks if itemizing deductions
- Social Security numbers for all dependents.
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