Instructions To Have Your Taxes Prepared By Our Volunteers At The Senior Center -- THIS PROGRAM HAS ENDED FOR 2010

We will have tax preparation services beginning again in 2011. Please DO NOT call until you have all your information as outlined below in the Tax Time Check List. There will be plenty of time to file, and various days and times are available with volunteers to help you. If you had your taxes filed here before, please mention that when making your appointment; otherwise, bring last year's return with you at your appointment. As always, there is no charge for these services--it is our pleasure to be able to help you. If you would like to make a donation to the Senior Center, that would be welcomed and appreciated. Thank you. Please arrive 10-15 minutes prior to your appointment time, as you will need to complete a "tax preparation information sheet."

Tax Time Check List

During the month of January, you will receive various forms/statements, etc., from employers, banks, credit unions, brokerages, insurance companies and so on. All of these things are needed for completing your tax returns.

Please print out and use the check list below and attach your forms as they are received so that when you schedule your appointment in February or March, you will be all set to go to the Center and have your taxes prepared.

1._____ 2010 Social Security Benefit Statement (SSA-1099)

2._____ 2010 statements for interest from financial institutions (banks, credit unions, etc.) (1099-INT)

3._____ 2010 statements from dividends earned or capital gains distributions from mutual fund companies or sale of company stocks (1099 Div., 1099B) Please calculate your cost basis of stocks/funds that you sold.

4._____ 2010 statements for income received from pensions, annuities, IRA's etc. (1099 R)

5._____ 2010 information about any earned income (W-2, 1099's)

6._____ 2010 premiums paid by you for health insurance

7._____ 2010 Summer and Winter property taxes, paid or unpaid

8._____ 2009 taxes paid in 2010 if you itemize your taxes

9._____ 2010 heating bills (you can get a printout from your utility company for billings for Nov. 1, 2009 through Oct. 31, 2010)

10._____ Federal and/or State income tax forms you may have received in the mail

11._____ Prior year's (2009) tax filing if you did not have your taxes prepared at the Senior Center last year

12._____ Any other information you feel may be helpful in preparing your taxes

Our tax volunteers can help you file: simple federal and state income tax returns, including Homestead Property Credit and Home Heating Credit.

Complex taxes must be completed by a tax service instead of our volunteers. This includes any business pursuits you may have been involved with.