FREE Tax Preparation 2016

Tax Preparation Services

HURD/ ST. ANDREWS REGIONAL, 1735 N. Woodmere Drive: 766-2546

AARP Tax Assistance

Fridays, February 5 - April 15 from 10 a.m.-2 p.m.

*First come, first served 

Area residents can receive free help with their taxes at several Charleston County Public Library branches through a project coordinated with the VITA (Volunteer Income Tax Assistance) Program and the American Association of Retired Persons (AARP). The first programs start as early as January 31 at some branches with assistance offered one or more days per week at seven branches through April.

The programs target low- to moderate-income residents with AARP also giving special attention to helping residents over 60 years old. A current picture ID and Social Security card are required, along with the Social Security cards of any dependents. For additional tax assistance, you can contact these organization directly: VITA at 965-4037 or 2-1-1, or AARP at 1-888-227-7669. 

• Government issued identification
• Last year's tax return
• Social Security cards or other official documentation for yourself and all dependents
• Checkbook or pre-printed direct deposit information for your reloadable prepaid card showing routing number and direct deposit account number if you want to do a direct deposit of any refund(s).

Income

• W-2 from each employer
• Unemployment compensation statements
• SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
• 1099 forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
• 1099-R form if you received a pension or annuity, especially if you had a portion withheld for income tax purposes
• 1099-MISC form showing any miscellaneous income

Payments
You will need to bring all forms and canceled checks indicating federal and state income tax paid (including quarterly estimated tax payments).

Deductions
Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a substantial amount of deductions, you may want to itemize. You will need to bring the following information:

• 1098 form showing any home mortgage interest
• Receipts or canceled checks for medical/dental expenses (including doctor and hospital bills and medical insurance premiums), receipts for prescription medicines, costs of assisted living services and bills for home improvements, such as ramps and railings for people with disabilities
• Receipts for contributions to charity
• Receipts or canceled checks for all tax income and property taxes you paid, as well as records of tax refunds

Credits

• Dependent care provider information (name, employer ID or Social Security number)
• Receipts, canceled checks or 1099 forms related to continuing education

Affordable Care Act (ACA) Information

Be sure to bring relevant documents with you to prove you are in compliance with the ACA. You will need one of the following:

• Documentation proving health care coverage for you, your spouse and all your dependents
• Information indicating that you were covered for at least nine months of the year
• Form 1095-A (which you will receive by Jan. 31, 2016) if you purchased insurance through the Marketplace/Exchange
• Documentation of a Health Care Exemption received from the IRS or the Marketplace/Exchange

Other Locations and Dates

COOPER RIVER MEMORIAL LIBRARY, 3503 Rivers Avenue: 843-744-2489VITA Tax Assistance
Saturdays, February 6-March 26 at 10 a.m.
Please bring a current picture ID, last year's tax return, your W-2 form and Social Security card along with the Social Security cards of any dependents.

JOHN'S ISLAND REGIONAL LIBRARY, 3531 Maybank Highway: 843-559-1945
AARP Tax Assistance
Saturdays; February 6-April 16 from 10 a.m.-2 p.m.
A current picture ID and Social Security card are required, along with the Social Security cards of any dependents. Assistance is provided first come, first served with the last person accepted at 1 p.m. Assistance in Spanish will be available.

MAIN LIBRARY, 68 Calhoun Street: 843-805-6930 
AARP Tax Assistance
Mondays from February 1-April 11 from 9:30 a.m.-1 p.m.
A current picture ID and Social Security card are required, along with the Social Security cards of any dependents. Assistance is provided first come, first served, with priority given to seniors. 

VITA Tax Assistance
Saturdays, Tuesdays and Thursdays from February 2-April 14 from 9:30 a.m.-12:30 p.m.
Please bring a current picture ID, last year's tax return, your W-2 form and Social Security card along with the Social Security cards of any dependents.

MT. PLEASANT REGIONAL LIBRARY, 1133 Mathis Ferry Road: 843-849-6161
AARP Tax Assistance
Mondays and Fridays from February 5-April 11 from 1-5 p.m.
A current picture ID and Social Security card are required, along with the Social Security cards of any dependents. Assistance is provided first come, first served, with priority given to seniors. The last person will be accepted at 4 p.m.

If you have any questions about any of the upcoming events, feel free to contact the 

Reference Department at 843-766-2546.

Saint Andrews Regional Library

1735 N. Woodmere Drive Charleston, SC 29407

www.ccpl.org 843-766-2546

Branch Blog: http://saintandrewsregionallibrary.blogspot.com/

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