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Main Library,
Program Room B, 200 W. Park Ave.
Monday - Saturday, 1-5 p.m.
No appointments; first come, first served.
The AARP Tax-Aide program has nearly 32,000 volunteers staffing 8,500
sites across the United States. These IRS certified volunteers provide
free tax counseling and preparation services to millions of low- and
middle-income taxpayers, with special attention to those ages 60 and
older.
Other Assistance:
VITA
Program: IRS-certified volunteers provide free basic income tax
return preparation to qualified individuals in local communities. VITA
sites are generally located at community and neighborhood centers,
libraries, schools, shopping malls, and other convenient locations. Call
1-800-906-9887 for a VITA site near you.
Tax Forms: available at the libraries
February 1–April 17, 2012.
IRS Office (Tallahassee), 1211 Governors
Square Boulevard, Tallahassee, FL 32301, 850-942-8995.
Monday–Friday 8:30am–4:30pm, Closed for lunch 12:00n–1:00pm, Closed all
federal holidays
Important Documents to Bring to Your Appointment with AARP Tax
Aid
Income
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W-2 from each employer
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Unemployment compensation statements
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SSA-1099 form showing the total Social Security benefits paid to
you for the year, or Form RRB-1099, Tier 1 Railroad Retirement
benefits
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1099 forms reporting interest (1099-INT), dividends (1099-DIV),
proceeds from sales (1099-B), as well as documentation showing
the original purchase price of your sold assets
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1099-R form if you received a pension or annuity, especially if
you had a portion withheld for income tax purposes
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1099-MISC form showing any miscellaneous income
Payments
You will need to bring all forms and canceled checks indicating
federal and state income tax paid (including quarterly estimated tax
payments).
Deductions
Most taxpayers have a choice of taking either a standard deduction
or itemizing their deductions. If you have a substantial amount of
deductions, you may want to itemize. You will need to bring the
following information:
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1098 form showing any home mortgage interest
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Receipts or canceled checks for
medical/dental expenses (including doctor and hospital bills and
medical insurance premiums), receipts for prescription
medicines, costs of assisted living services and bills for home
improvements, such as ramps and railings for people with
disabilities
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Receipts for contributions to charity
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Receipts or canceled checks for all tax
income and property taxes you paid, as well as records of tax
refunds
Credits
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Dependent care provider information (name, employer ID or Social
Security number)
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Receipts, canceled checks or 1099 forms related to continuing
education
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