Tax assistance provided again at the Stillwater Public Library

MEDIA RELEASE • For Immediate Release

Twitter status: #AARP #TaxAssistance provided again at the @StillwaterOKlib.

(STILLWATER, OKLA. / Jan. 9, 2013) –– AARP Tax Aide volunteers will be on-hand at two City of Stillwater locations to help community members prepare their 2012 income tax forms. Beginning Monday, Feb. 4, volunteers will be at the City of Stillwater Senior Activity Center, 1015 E. 12th Ave., Monday through Thursday between 9:30 a.m. and 12:00 p.m.  On Tuesdays and Wednesdays beginning Feb. 5, volunteers will be at the Stillwater Public Library, 1107 S. Duck St., between 1 p.m. and 4 p.m. 

“These services are completely free and no appointment is necessary,” said Lynda Reynolds, library director.  “The service is open to everyone.”

Reynolds cautions that due to tax aide training changes, the volunteers will not be able to assist with some forms they have prepared in the past:

  • Tax returns for non-resident aliens, farmers, ranchers, and businesses unless the taxpayer is self-employed with only one business and no loss with business expenses less than $5000.
  • State forms other than Oklahoma returns. 
  • Tax returns requiring Schedule E, except for Royalty.
  • Returns for property rentals such as houses, mobile homes, oil and gas leases or bonuses, and pipeline right-of-way payments.                                  

Taxpayers will be assisted to the extent of volunteers’ training and certification. Taxpayers needing assistance beyond that are referred to paid professional tax preparers or the IRS. 

All other taxpayers should bring the following documents with them:

  • Social Security Cards for the taxpayer, spouse, and dependents.
  • Photo identification such as a driver’s license.
  • A copy of Tax Year 2011 Federal and State income tax returns.
  • Birth dates for primary and secondary taxpayers, and dependents.
  • Wage and earning statement(s) Forms W-2, W-2G (gambling winnings), 1099-G (unemployment compensation), from all sources.
  • 1099-R, CSA 1099-R, and/or RRB 1099-R if receiving pension/annuity.
  • 1099 Misc. received, e.g. self-employment or other income.
  • Interest and dividend statements from banks (Forms 1099s) and any Brokerage Consolidated Statements.
  • Bank Routing Numbers and Account Numbers for Direct Deposit.
  • If itemized deductions might exceed the standard deduction, bring records and information covering qualified expenses for Medical, Mortgage Interest paid, Taxes Paid, Gifts to Charity, Job Expenses and Miscellaneous Deductions, and Other Miscellaneous Deductions such as gambling losses up to gambling winnings.
  • Total amount paid for Day Care and Provider’s identifying number and statement.
  • Tuition and Fees information including Form 1098-T (Tuition Statement).

Taxpayers must be present at the Tax-Aide site for assistance. If filing “Married Filing Jointly,” both spouses are required to sign the tax returns.  The last day of AARP tax assistance will be Wednesday, April 10, at the library and Monday, April 15, at the Senior Center.

People preparing their own taxes can also get assistance from the library by using its computers or picking up paper forms.

“The library has free high speed internet and wi-fi available,” said Reynolds.  “We encourage people doing their taxes online to come earlier in the morning or later in the day, so they have more time available online.”

While the library has started receiving 2012 paper forms and instruction booklets, most of the items have not yet arrived due to the late passage of the American Taxpayer Relief Act of 2012.

Taxpayers who need forms immediately can find federal forms on the IRS website at http://www.irs.gov/Forms-&-PubsAccording to the Oklahoma Tax Commission, Oklahoma forms will not be provided to public libraries this year, but they will be mailed to individuals who filed by paper last year.  Oklahoma forms are also available online at http://www.oktax.state.ok.us or by calling the OTC at (405) 521-3160. 

Information about the library’s tax resources and links to other sites will be on its homepage at http://library.stillwater.org until the filing deadline, which is Monday, April 15, this year.

For additional questions about Stillwater Public Library’s tax services, call (405) 372-3633, ext. 106 or e-mail askalibrarian@stillwater.org.

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