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Income Tax Assistance: Highland (Fri)

When

This event has already happened.
Mar 24, 2017
08:30 AM - 01:00 PM

Where

Highland Senior Center
131 Monroe NE
Albuquerque, NM 87108
505-767-5210

Description

Please bring the following information to your appointment. - Driver’s License or State Issued Identification Card - Copy of your last year’s tax returns - Social Security Cards for all people listed on return - W-2 forms for wages - Forms including 1099-INT (interest); 1099-DIV (dividends); All 1099-R (retirement); SSA 1099 (Social Security Benefit Statement); All 1099-B (stock sales) you must have the basis (what you paid) for all sales including mutual funds. Call your broker; 1099-G gambling winning; RRB 1099 (railroad retirement); and any other 1099 forms. - Forms reporting income such as jury duty, election work, alimony, etc. - Medical expenses - Medical Insurance Cards and any Form 1095-A, B, or C’s - For ages 65 or older, property tax bill and or rent receipts.  If you have a complex return, check with the center before making an appointment. Some returns are out of scope for volunteer assistants.

Highland: Room 6

Limited Appointments and Walk-ins.

Contact

Julianna Brooks
505-767-5210
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Contact Information

Senior Information Line

Seniors Affairs

(505) 764-6400