Appointments Start January 22, 2018 for the AARP Tax Preparation Program Area volunteers will be providing free assistance to taxpayers with their 2017 Federal, State of Ohio and Ohio School District tax returns starting February 1, 2018 at the Way Public Library. This service is sponsored by the AARP Foundation and is hosted by the Way Public Library, Perrysburg, Ohio. All returns are filed electronically.
Contact the Way Public Library Information Desk starting Monday, January 22, 2018 at 419-874-3135 ext. 119 to make an appointment. Beginning Thursday, February 1, 2018, appointments should be made by contacting the tax-preparation site (the Way Public Library Computer Lab) at 419-874-3135 ext. 136. The site will be open Wednesdays and Fridays, 9:00 a.m. - 2:30 p.m., and Tuesdays and Thursdays, 11:00 a.m. - 4:30 p.m. The service is provided from February 1, 2018 through April 13, 2018.
We will not begin scheduling appointments for tax assistance until January 22, 2018.
Our mission is to provide high-quality free income tax assistance and preparation to low- and moderate-income taxpayers, with special attention to those 60 and older. AARP membership is not required. Approximately 35,000 trained volunteers helped over 2.5 million taxpayers last season at over 5,000 locations nationwide. AARP Foundation TaxAide is offered in cooperation with the IRS.
Earned Income Credits, Child Tax Credits, Unemployment Benefits, Child and Dependent Care Expenses, Education Credits, IRA Contributions, Capital Gains/Losses, Disability Income and the Affordable Care Act (ACA) are all within the scope of this service.
Complex tax issues including depreciation, lengthy schedule D’s, casualty losses, complex K-1’s, farm income, employee business expenses over $5,000, and military returns are beyond the scope of this service.
Taxpayers must bring the following documents to their appointment:
- Drivers license with photo ID or State Identification card required for all taxpayers
- Social Security cards for yourself, your spouse and all dependents
- Last year’s tax return
- Current W2s from each employer
- Unemployment compensation statements
- SSA-1099 showing the total Social Security benefits paid to you for the year
- 1099 statements reporting interest (1099-Int), dividend (1099-Div), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
- 1099-R statement if you received a pension, annuity, or IRA distribution
- 1099-MISC statement
- broker tax statements, health insurance documents, state or local income tax refunds, plus any additional documentation they feel is pertinent.
- Social Security year end statements show Medicare payment amounts and qualifies as proof of insurance for the Affordable Care Act.