Aging Care Connections, La Grange, has announced that experienced, AARP-trained tax volunteers will be available by appointment for those aged 60 and up who would like assistance preparing their simple income tax returns. To schedule an appointment, which is required, call (708) 354-1323. Appointments will be scheduled from 9 a.m. to 1 p.m. for Mondays, Tuesdays and Wednesdays from Feb. 3 through April 9. There will be no appointments on Feb. 17 in observance of President’s Day.
The following documents must be brought to the appointment:
Last year’s federal and state tax return; Picture ID and Social Security or Medicare Card; All W-2,1099INT, or 1099DIV notices; All purchase information if stock or mutual funds were sold; Pensions, Social Security, retirement annuities, etc.; Property tax bills; Estimated quarterly payment information; and check for banking information for direct deposit.
Referral to a professional tax consultant may be made, if the volunteer determines this is necessary. Income tax preparation must be completed before any BEAM/Circuit Breaker appointments can be made.