0 All Booked All Booked All Booked 22941 AARP Offers Tax Help https://www.woodlakeonline.com/?event=aarp-tax-aide&event_date=2024-02-12&reg=1 https://www.paypal.com/cgi-bin/webscr 2024-02-12

AARP Offers Tax Help


2024-02-12 08:00 2024-02-12 12:00 America/New_York AARP Offers Tax Help

Share0 SharesAARP Tax-Aide will help anyone, any age, with any income through April 15. Questions? Call 888-687-2277 or email taxaide@aarp.org Here are the closet AARP tax-aide sites to Woodlake. Take advantage of this free service. NORTH COURTHOUSE ROAD LIBRARY 325 Courthouse Rd, North Chesterfield, VA, 23236-3117 3.42 Miles from Woodlake Mon & Tues, 09:00 am – 05:00 pm In-Person an must make an appointment. Call 804-608-9617 to make an appointment. BAYHILL POINTE CLUBHOUSE 12630 Battlecreek Dr, Midlothian, VA, 23112-6834 8.5 Miles from Woodlake Mon, Tues, Wednesday, Thursday, Friday 12:00 pm – 04:00 pm and Saturday 09:00 am – 12:00 pm In-Person and no appt. necessary. First come first served. Taxpayer Information and Responsibilities Taxpayers will: • Provide all required information and documents to ensure the completion of your return • Sign-in at the tax site and follow the guidance of the volunteer • Complete the Intake Booklet fully and accurately • Participate in the intake interview, tax preparation and quality review process • Inform the volunteer of all income including cash, gambling winnings, etc. • Understand that some returns are beyond the program scope or have complicated state or other issues. If your return falls outside the program scope, you must either prepare your own return or engage a professional preparer. • Ensure the return is complete and accurate before signing. Joint returns require the signature of both spouses. • Agree that you are responsible for the accuracy of the return • Treat volunteers with courtesy and respect Tax-Aide volunteers will: • Treat taxpayers in a courteous and professional manner • Prepare tax returns within the scope of the program • Provide tax assistance based on the information and documents provided by the taxpayer • Quality review all tax returns • Respect taxpayers’ privacy and confidentiality • Essential Documents to Have at the Tax Site • Government-issued photo ID for the taxpayer(s) on the return • Social Security cards or ITIN documentation for all taxpayers and dependents named on the return • Copy of last year’s tax return • Income documents for wages, self-employment or rental income, interest, dividends, capital gains/losses, unemployment compensation, prizes, gambling winnings, awards, pensions and other retirement income, Social Security benefits and self-employment •  Any form 1099 documents you received, including form 1099-MISC, 1099-K, and 1099-Q •  Corporate shareholder information – Schedule K-1 Form 1120S listing your share of the corporation’s income, deductions, credits, etc. • Brokerage statements — sale of stocks or bonds • Healthcare — Forms 1095 A if have marketplace insurance • Mortgage interest, medical/dental expenses, charitable donations, sales, income or property taxes • Records of federal and state income taxes paid • Records of any alimony you paid or received • Mortgage foregiveness — Form 982 • Educational expenses — Form 1098-T, student’s detailed financial school account; other education expenses • Documentation of any child or dependent care paid • Checking or savings account info for direct deposit of refund or direct debit of balance due • Any stimulus check receipt or tax document that you may have received from your state • Any other recent IRS or state tax department correspondence

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AARP Tax-Aide will help anyone, any age, with any income through April 15.
Questions? Call 888-687-2277 or email taxaide@aarp.org

Here are the closet AARP tax-aide sites to Woodlake. Take advantage of this free service.

NORTH COURTHOUSE ROAD LIBRARY
325 Courthouse Rd, North Chesterfield, VA, 23236-3117
3.42 Miles from Woodlake
Mon & Tues, 09:00 am – 05:00 pm
In-Person an must make an appointment.
Call 804-608-9617 to make an appointment.

BAYHILL POINTE CLUBHOUSE
12630 Battlecreek Dr, Midlothian, VA, 23112-6834
8.5 Miles from Woodlake
Mon, Tues, Wednesday, Thursday, Friday 12:00 pm – 04:00 pm and Saturday 09:00 am – 12:00 pm
In-Person and no appt. necessary.
First come first served.

Taxpayer Information and Responsibilities
Taxpayers will:
• Provide all required information and documents to ensure the completion of your return
• Sign-in at the tax site and follow the guidance of the volunteer
• Complete the Intake Booklet fully and accurately
• Participate in the intake interview, tax preparation and quality review process
• Inform the volunteer of all income including cash, gambling winnings, etc.
• Understand that some returns are beyond the program scope or have complicated state or other issues.
If your return falls outside the program scope, you must either prepare your own return or engage a professional preparer.
• Ensure the return is complete and accurate before signing. Joint returns require the signature of both spouses.
• Agree that you are responsible for the accuracy of the return
• Treat volunteers with courtesy and respect

Tax-Aide volunteers will:
• Treat taxpayers in a courteous and professional manner
• Prepare tax returns within the scope of the program
• Provide tax assistance based on the information and documents provided by the taxpayer
• Quality review all tax returns
• Respect taxpayers’ privacy and confidentiality
• Essential Documents to Have at the Tax Site
• Government-issued photo ID for the taxpayer(s) on the return
• Social Security cards or ITIN documentation for all taxpayers and dependents named on the return
• Copy of last year’s tax return
• Income documents for wages, self-employment or rental income, interest, dividends, capital gains/losses, unemployment
compensation, prizes, gambling winnings, awards, pensions and other retirement income, Social Security benefits and
self-employment
•  Any form 1099 documents you received, including form 1099-MISC, 1099-K, and 1099-Q
•  Corporate shareholder information – Schedule K-1 Form 1120S listing your share of the corporation’s income,
deductions, credits, etc.
• Brokerage statements — sale of stocks or bonds
• Healthcare — Forms 1095 A if have marketplace insurance
• Mortgage interest, medical/dental expenses, charitable donations, sales, income or property taxes
• Records of federal and state income taxes paid
• Records of any alimony you paid or received
• Mortgage foregiveness — Form 982
• Educational expenses — Form 1098-T, student’s detailed financial school account; other education expenses
• Documentation of any child or dependent care paid
• Checking or savings account info for direct deposit of refund or direct debit of balance due
• Any stimulus check receipt or tax document that you may have received from your state
• Any other recent IRS or state tax department correspondence