As a service to our users, Valley Cottage Library will again provide copies of selected Federal and New York State tax forms, as well as a set of reproducible forms. Forms will be available starting Monday, February 1. Also available will be income tax books and tax guides which circulate for 14 days.
Older taxpayers with low or moderate income can receive free assistance with preparation of their personal income tax returns. Specially trained volunteers through the American Association of Retired Persons (AARP) provide the service.
Assistance will be available in the library on Fridays from 10am to 2pm, February 5 - April 8. No reservations are required.
Tax-payers are asked to bring the following records:
• photo identification
• Social Security card (and cards for any dependents)
• a copy of last year’s return
• all tax-related forms received, such as W-2s from each employer, 1099Rs for pension or annuities, Social Security 1099, or other 1099 for interest or dividends
• unemployment compensation statements
• state income tax refund statement
• documentation relating to any tax adjustments or credits you may be entitled to such as tuition statements, child and dependent care expenses, real estate taxes, car excise tax, mortgage interest, charitable donations, home energy efficiency item purchases, and year-end statements from investment accounts.
