Free assistance in filling out federal and state tax forms will be available again this year for senior citizens with low-to-moderate incomes, beginning February 4. This includes the property tax refund for which either homeowners or renters with low income may qualify even if they are not required to file an income tax return.
Trained counselors in the AARP Foundation Tax-Aide Program will be available in the Rochester Senior Center every Wednesday and Thursday, noon-3:00 p.m., February 4 through April 15. Appointments can be made by calling the Center at 287-1404 between 9:00 a.m. and 4:00 p.m., Monday through Friday, beginning January 5.
In addition, days are scheduled to complete property tax refund forms for building residents at various high-rise apartments (Central Towers, Fontaine Towers, Gramercy Park, High Pointe, Meadowlakes, Northgate Plaza, Park Towers, Realife Cooperative and Shorewood). Arrangements can also be made for counselors to provide tax help in homes of those who are homebound by calling the Senior Center.
Please note that, in order for the tax counselors to help complete your tax forms at the time of your appointment, you should bring the following:
- Social Security (or ITIN) cards for everyone in your family
- Photo ID’s (driver license or other government photo ID) for taxpayer (and spouse, if filing jointly)
- Copies of your completed 2013 tax returns (last year’s returns)
- Any tax information you have received in the mail regarding tax year 2014
- W-2 forms and other income/tip information (including welfare payments received)
- 1099 forms (eg, interest, dividends, social security, pension benefits, unemployment compensation)
- Any Form 1095-A,B, or C you received if you or any dependents do not have Medicare and have used private insurance or MNsure for health insurance this year. identification number)
- 2014 Certificate of Rent Paid (CRP) forms received from your landlord
- Real estate tax statement for Taxes Payable in 2015 (property tax refund)
Some volunteer translators are available in other languages on request. Ask when you call.
If your income is low, it is important to prepare a tax return even if you do not owe taxes. If you earned wages, you may qualify for earned income credit. Also, if you are a renter, you may qualify for a property tax refund if your household income is less than $58,060 (if a homeowner, less than $107,150, or an increase of over 12% and at least $100 since last year).
Questions? Call 287-1404 and an AARP tax counselor will get back to you.