Well folks it’s almost time for taxes again and there are a few things that you will need if you plan to have your taxes prepared at the senior center. The below list contains items you should bring with you.
- PHOTO ID and SOCIAL SECURITY CARDS for yourself, spouse, and all dependents.
- COPY of LAST YEARS TAX RETURNS (2013) IF YOU HAVE IT.
- FORM SSA-1099 Social Security benefits received for 2014 (mailed by end of January 2015).
- 1099-R FORMS for Pensions, Annuities, and IRAs (mailed by end of January 2015).
- W-2 FORMS salary and wages, from each employer (mailed by end of January 2015).
- FORMS 1099-INT, 1099-DIV, and 1099-B (interest, dividends, and proceeds from sale of securities) (mailed by end of January 2015).
- Any other forms you received showing income and expenses. (NOTE: expenses cannot exceed $19,000.00).
IF YOU HAVE ITEMIZE DEDUCTIONS:
Bring records of: Medical expenses, medical insurances premiums, property tax receipts, mortgage interest. BRING EVERYTHING!