The Richmond Register

Lifestyles & Community

February 4, 2014

Local AARP Foundation group offers free tax return assistance

RICHMOND — A local group of volunteers has begun providing free income tax preparation assistance for the 18th year at the Madison County Public Library in Richmond.

Carol Teague is one of the local volunteers through the AARP Foundation who has been working on Madison Countians’ tax forms more than a decade and a half.

“We all go through IRS-sponsored training,” said Teague, who was a math major in college.

The AARP Tax-Aide free tax return preparation assistance program is from 12:30 to 3:30 p.m. Monday, Tuesday and Friday in the library’s community room through April 15.

There are no income limits on who can get assistance, however, volunteers cannot handle filings involving certain types of income including money earned from farming, rental property and some forms of self-employment.

While the volunteers may occasionally be able to meet with a walk-in, people are encouraged to make appointments by calling the library in Richmond at 623-6704. The tax preparation process can take a couple of hours, according to Teague.

People who wish to get assistance must bring a photo ID and a Social Security card. They also are encouraged to bring a copy of last year’s tax forms.

Paperwork also useful to the preparation process are all personal income documents, including W2s and 1099s, property tax bills, mortgage interest documents, records of medical costs and any other sort of documentation that may be useful to the tax filing process.

Not everyone who received income in 2013 is required to file a federal income tax return, but they may still want to do so.

“A lot of people who think they don’t have to file may benefit,” Teague said, pointing out there are tax breaks and credits that may result in a tax refund.

The Madison County Tax-Aide volunteers, which number 15 with six facilitators, also can help people with past returns from the prior three years. They also can assist in filing amended returns from previous years if it is a return an AARP volunteer helped prepare.

The Madison County AARP Tax-Aide group has helped prepare and file more than 600 returns in the past two to three years, Teague said.

Another group also will be offering free tax preparation assistance in Madison County. Starting Feb. 17, Eastern Kentucky University accounting students will be partnering with the Central Kentucky Economic Empowerment Project and Kentucky River Foothills Community Action Agency to offer basic income tax preparation for those making $52,000 a year or less.

Appointments can be scheduled through the United Way of the Bluegrass, either online at www.uwbg.org, or by calling 2-1-1 (just as you would dial 9-1-1) or Dr. Trish Isaacs at 859-622-1590.

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