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Income Tax Assistance: North Valley

When

This event has already happened.
Apr 07, 2017
08:30 AM - 02:30 PM

All dates

Apr 07, 2017 from 08:30 AM to 02:30 PM

Where

North Valley Senior Center
3825 4th Street NW
Albuquerque, NM 87107
505-761-4025

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.

North Valley: Room 1 & 2

Appointments Only, walk-ins if available.

Contact

Sandra Lucero
505-761-4025