The AARP Foundation’s Tax-Aide tax assistance is provided by trained volunteers in partnership with the IRS, and is geared toward seniors and modest- income taxpayers. The volunteers do Federal and Michigan 1040 forms and credits, and amended  returns. The returns will be sent electronically, and you will receive a paper copy to take home for your files. They are able to do some simple business returns (Schedule C – except for rental income, depreciation, inventory, home offices, or a net loss). They can also offer advice if you are doing your own return and have questions. They are notable to do rental income or farm income, non-resident-alien returns or state returns other than MI. An AARP membership is not required. 

 

Call SASC beginning Jan 14 to make an appointment. No appointments on Feb 17 since SASC will be closed due to Presidents’ Day.

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*For joint returns, IRS policy is that both spouses must be present

*If you have 2 tax returns to be done (such as yours and an elderly parent’s), schedule 2 sequential time slots – the second following the first. A Power of Attorney is required for anyone who cannot come to the site.

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You will need to bring:

 

• A copy of last year's 2023 Federal & State Tax returns (VERY IMPORTANT)

• Driver's License or other Government-issued photo ID 

• Social security cards and birthdates for yourself, spouse, and dependents

• For Direct Deposit of a refund, we MUST see a personal check or a letter from the back  with routing and account numbers

• For Property Tax Credit, 2024 Property Tax receipts Summer and Winter

• If you received a 1095-A, regarding health insurance, bring it.

• W-2 forms from each employer;

• SSA-1099 form if you were paid Social Security benefits;

• All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing |original purchase price of sold assets;

• 1099-MISC and 1099-NEC forms showing any miscellaneous income or self-employment income;

• 1099-R form if you received pension, IRA, or annuity distributions;

• 1099-G form if you received unemployment compensation;

• W-2 G if you received gambling winnings;

• Dependent-care provider information (name, address, Tax IS or SS#, amount paid);

• DHS annual statement showing DHS assistance;

• If potential Heating Credit, bring Dec, Jan, or Feb DTE bill;

• If receive Supplemental Security Income (SSI), bring letter from Social Security Administration;

• If renting, proof of rent paid (and landlord’s name & address);

• If self-employed, a record of your cash income and business expenses;

• If resident of a co-op, the letter that explains what percentages of your monthly carrying charges represents property taxes.

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