Free income tax preparation and assistance is available for taxpayers through the AARP Tax-Aide program. There is no income or age limit for participating in this program; only the complexity of the tax return determines whether a taxpayer may participate.
The Tax-Aide program is sponsored by the AARP Foundation with training and materials supplied by the IRS and Oregon Department of Revenue. AARP membership is not required.
The program will begin on Feb. 6, and run through April 12. Trained volunteers will be available at the Harney County School District No. 3 administrative building at 550 N. Court each Tuesday and Thursday from 9 a.m. until 3 p.m. to prepare tax returns on site or assist taxpayers with questions.
Returns will be filed electronically, also at no charge.
You are asked to bring all your 2017 tax information (W-2s, 1099s, interest and dividend statements, health insurance information for everyone in your household (Form 1095-A, 1095-B, 1095-C from the Marketplace), property tax statement, etc.); last year’s (2016) completed tax return, Social Security cards for yourself as well as your spouse and any dependents, and photo ID> Verification of Social Security Numbers and name are necessary to avoid rejects by the IRS.
If you plan to deduct medical expenses, please separate them by individual if 64 or older.
The state of Oregon is offering the “kicker refund” again this year. It is based on your 2016 state tax liability and you must file a 2017 tax return to receive the refund.
Appointments are not required.
Call Sam Caizza at 541-573-3262 or Mike Green at 541-573-3654 if you need more information.