Tax-Aide volunteers offer free tax help to low and moderate income taxpayers, especially those 60 and older, in Ste. Genevieve and Perry counties.
All are welcome.
The effort is funded by grants from AARP and the IRS. Volunteers are trained to help with many tax situations but we are limited to what we can help with. Taxpayers are welcome to come to either site in Ste. Genevieve or Perryville to see if volunteers can help.
The service operates on a first-come/first-served basis for federal and state tax issues, and one volunteer is dedicated to helping only taxpayers with PTCs [Circuit Breakers].
This year, tax preparation will begin the first week in February at the following locations:
n Ste. Genevieve Nutrition Center, 727 Parkwood Drive, from 9 a.m. to 1 p.m. on Thursdays from February 7 to April 11.
n Perryville Senior Center, 4 N. Spring Street, from 9 a.m. to 1 p.m. on Fridays, February 1 through April 12.
It is important that taxpayers bring the following:
- Copy of last year’s income tax return;
- Photo identification;
- Social Security cards for the taxpayer and all dependents;
- W-2 forms from each employer;
- Unemployment compensation statements;
- SSA-1099 forms for those paid Social Security benefits;
- All 1099 INT, DIV, K, etc., that shows any type of income (interest, dividends, etc.);
- 1099-MISC showing any miscellaneous income;
- 1099-R for those who received a pension or annuity;
- All forms indicating federal income tax paid;
- Dependent care provider information (name, employer identification number, Social Security number);
- All receipts or canceled checks if itemizing deductions;
- Form 1095A if insurance was purchased through the Marketplace;
Both husband and wife must come in to have a joint return prepared.
The necessary documents will be required in order to prepare taxes. Taxpayers who do not have the required documents can return once they have all the documents needed.
(Information from local AARP Tax-Aide coordinator Elaine Stoll.)