The AARP TaxAide Program runs from February 7, 2022 through April 6, 2022.
Area volunteers will be providing free assistance to taxpayers with their 2021 Federal, State of Ohio, and Ohio School District tax returns at Way Public Library, Perrysburg, Ohio from February 7, 2022 through April 6, 2022. All returns are filed electronically.
Beginning Monday, January 31, 2022, appointments can be made by contacting the tax preparation site at 419-874-3135 ext. 136. We will be taking calls for appointments on Mondays, Wednesdays and Thursdays from 10:00a.m. - 3:00p.m. The tax site is closed on Tuesday, Friday, Saturday and Sunday. If you choose to leave a voicemail please leave only one. We will return your call. Multiple voicemails slow down our response time in getting back to you.
Masks are required to be worn at both appointments.
We 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 appointment. You can pick it up on days we are open (Monday, Wednesday & Thursday) or at least 30 minutes before your appointment so that the Intake/Interview form and all four Consent forms can be completely filled out and signed 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, Education Credits, IRA Contributions, Capital Gains/Losses, Disability Income, and the Affordable Care Act (ACA)
The following are outside 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
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, and 3 signed Consent Forms completely filled out (included in your TaxAide Envelope Packet)
14446, Virtual VITA/TCE Taxpayer consent form 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
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
IRS letter 6419 if you received Advanced Child Credit Tax Payments
IRS letter 6475 if you received the Third Economic Impact Payment
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 "2021 Itemized Deductions (Sch A) Worksheet" (included in your TaxAide Envelope Packet)
List cash donations to charities even if you do not itemize
Large medical expenses may help for State taxes even if you do not itemize deductions on the federal tax return
1095-A, Health Insurance Marketplace Statement (Exchange)
1095-B, Health Coverage
1095-C, Employer-Provided Health Insurance Offer and Coverage
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. Also bring a summary of any other education expenses
1098-E, Student Loan Interest Statement
Any additional documentation you feel is pertinent