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Community Corner

Free Tax Assistance

AARP will sponsor free tax help in the community room of Upper Moreland Free Library, every Wednesday, through April 13.

Free help is available for taxpayers with middle- and low-income, with special attention for those ages 60 and older.

Assistance is available by appointment only, so call 215-659-0741, ext. 3 to schedule.

When you come, bring the following with you:

  • current year's tax forms and preparation booklet
  • copy of last year's income tax return(s)
  • W-2 forms from each employer
  • unemployment compensation statements
  • SSA-1099 form if you were paid Social Security benefits
  • all 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing original purchase price of sold assets
  • 1099-misc. showing any miscellaneous income
  • 1099-R form if you received a pension or annuity
  • all forms indicating federal income tax paid
  • dependent care provider information (name, employer, ID, Social Security number)
  • all receipts or canceled checks if itemizing deductions
  • Social Security numbers for all dependents

 

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