Not so taxing: Free tax-prep, filing help in Westport
Updated 12:00 am, Friday, February 26, 2016
WESTPORT — Town officials are reminding Westporters that assistance in completing and filing federal and state income-tax forms, with special focus on helping older adults and people with lower incomes, is available.
The AARP/IRS Volunteer Tax Assistance Program, offered at no cost, is being offered at two locations three days of the week: Mondays, from 2:30 to 6:30 p.m., at Town Hall (call 203-341-1050 to make an appointment); Wednesdays, from 9 a.m. to 3:15 p.m., at the Westport Center for Senior Activities (call 203-341-5099), and Thursdays, from 1 to 6:30 p.m. at the senior center.
“IRS-certified volunteers are available to local residents of all ages and incomes at no charge, and the Westport Department of Human Services is pleased to partner with AARP to offer this valuable service to the community,” Barbara Butler, the town’s human services director, said in a statement.
The volunteers are trained to help prepare all aspects of federal and state tax forms, and to file them electronically.
Those who make appointments for assistance should bring the following records:
Identity documentation: government-issued photo ID; Social Security or ITIN numbers for all taxpayers and dependents; bank account/routing numbers (blank check preferable), if expecting a refund.
All 2015 income report forms: SSA1099 for Social Security benefits; W-2 forms from employer; W-2G from gambling winnings; 1099G from unemployment compensation payments; 1099s from bank interest, stock dividends, retirement distributions, broker statements.
Other documents: Receipts for deductible expenses including real estate and vehicle taxes paid; verification of the original purchase price of sold assets (home, stocks, etc.); receipts/canceled checks if itemizing deductions (e.g., charity contributions); proof of health insurance (Form 1095-A from Health Insurance Marketplace or private plan identification); copy of last year’s federal and state tax returns.
For more information, call the Department of Human Services at 203-341-1050.