Free tax counseling and preparation for middle- and low-income taxpayers, with special attention to those who are 60 years of age and older, is available at SAGE Eldercare, located at 290 Broad Street in Summit, on Thursdays from February 7 through April 11, 2019, from 9 am to 12 pm. Dates include: February 7, 14, 21, 28, March 7, 14, 21, 28, April 4 and 11. During the ten-week program, SAGE will host IRS-trained volunteer tax preparers from AARP.
The assistance is provided by AARP as part of a national Tax-Aide program through its foundation in conjunction with the IRS. Area residents in Essex, Morris, Somerset, and Union Counties do not need to be a member of AARP or a retiree to use the service.
This is a confidential service and preparation is by appointment only. To avoid end of tax season rush, earlier appointments are encouraged. For more information and to schedule an appointment, please call SAGE at 908.598.5509.
Taxpayers should bring a copy of their 2017 Federal and State income tax returns; 2018 income tax packets; 2018 real estate tax bills; Federal information forms for 2018 (W-2 forms; SSA-1099 form; 1099s for interest, dividends and other income; 1099 for pension, annuity and IRA distribution; 1099-B forms for assets sold during the year); receipts or cancelled checks if itemizing deductions; Social Security numbers for dependents; and, a photo ID, such as a driver’s license or passport.