Appointment Scheduling starts January 30, 2023 for the AARP Tax Preparation Program (AARP TaxAide)

Area volunteers will be providing free assistance to taxpayers with their 2022 Federal, State of Ohio and Ohio School District tax returns at Way Public Library, Perrysburg, Ohio, from February 6, 2023 through April 10, 2023. All returns are filed electronically.

Beginning Monday, January 30, 2023, appointments can be made by contacting the tax preparation site at 419-874-3135 ext. 227. AARP will be taking calls for appointments on Mondays, Wednesdays and Thursdays from 9:30a.m. - 3:00p.m. only. The tax site is closed on Tuesday, Friday, Saturday and Sunday. If you choose to leave a voicemail please leave only one. They will return your call. Multiple voicemails slow down our response time in getting back to you.

AARP will be using the Drop Off Model for doing taxes. Participants are required to commit to TWO appointments. A brief initial intake appointment where you will leave all your documents with us, and a second appointment one week later to review and receive your completed tax return and your dropped off documents.

Participants will need to pickup the TaxAide Envelope Packet before their first appointment. You can pick one up on the days we are open (Monday, Wednesday & Thursday) or at least 30 minutes before your appointment so that the Intake/Interview form and all three Consent forms can be completely filled out before your appointment begins.

The following are within the scope of this service:

  • Earned Income Credits, Child Tax Credits, Unemployment Benefits, Child and Dependent Care Expenses, Debt Cancellation, Education Credits, IRA Contributions, Capital Gains/Losses, Disability Income, Affordable Care Act (ACA)

The following are outside the scope of this service:

  • Non-Ohio state returns, any city tax returns, complex tax issues including depreciation, multiple broker statements (1099-B’s), casualty losses, complex K-1’s, farm income, military returns, employee business expenses over $5,000, any digital currency (Bitcoin etc.) transactions

Taxpayers MUST BRING the following documents to their first appointment:

  • Copy of Drivers License with photo ID or State Identification Card is required for all taxpayers
  • Copy of Social Security cards for yourself, your spouse and all dependents is required for all taxpayers
  • Previous year’s tax return
    Voided blank check (not a deposit slip) if you want to direct deposit any refund(s) or direct debit any amounts due
  • 13614-C, Intake/Interview booklet (completely filled out) with the 3 Consent Forms signed (included in your TaxAide Envelope Packet)

You must have ALL APPLICABLE documents listed below at the first appointment

Please have all documents out of envelopes and organized

Electronic documents are not accepted - please have a printed copy

Income:

  • Current W2’s, Wage and Tax Statement from each employer
  • W-2G, Certain Gambling Winnings
  • SSA-1099, Social Security Benefit Statement (benefits paid to you for the year) or RRB-1099, Tier 1 Railroad Retirement Benefit Statement
  • 1099-C, Cancellation of Debt Statement
  • 1099-G, Certain Government Payments - for unemployment compensation or state/local income tax refunds
  • 1099 Statement reporting Interest (1099-Int), Dividends (1099-Div), Proceeds from Sales (1099-B), as well as documentation showing the original purchase price of your sold stocks or other assets
  • 1099-R, Distributions from Pensions, Annuities, Retirement or Profit-Sharing Plans, IRA’s, Insurance Contracts, etc
  • 1099-NEC, Non Employee Compensation
  • 1099-MISC, Miscellaneous Income Statement or other 1099 forms

Payments:

  • Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents

Deductions (if itemizing):

  • Fill out the “2022 Itemized Deductions (Sch A) Worksheet” (included in your TaxAide Envelope Packet)
  • Large medical expenses may help reduce State and School District taxes even if you do not itemize deductions on the federal tax return

Health Insurance:

  • 1095-A, Health Insurance Marketplace Statement (Exchange)
  • 1095-B, Health Coverage
  • 1095-C, Employer-Provided Health Insurance Offer and Coverage

Credits:

  • Dependent care provider information - name, address, phone number and employer ID or Social Security number and amount paid to provider
  • 1098-T, Tuition Statement - for education expenses plus statement of account from the education institution showing tuition and fees actually paid and scholarships, grants, etc. received (must be printed out). Also bring a summary of any other education expenses
  • 1098-E, Student Loan Interest Statement

Other:

  • Any additional documentation you feel is pertinent

Remember you are responsible for the information on your tax return

Please provide complete and accurate information