Income Tax Help
The Senior Center offers free income tax preparation and help with IRS questions and tax problems all year around. If you receive a letter from the IRS or need to file an amended return or a previous year, we’re here to help you. Please call the AARP Foundation Taxaide
Remember your Required Minimum Distribution (RMD). All taxpayers 70-1/2 years old or older must take their minimum distribution from all retirement accounts – 401(k), IRA, etc. by the end of each calendar year. More information on RMDs:
If your spouse passed away in 2017, you can still file a joint tax return. But if your spouse passed away in 2016 and you have no dependent children, you must file as a Single person with a significantly higher income tax. Please consider increased withholding or Estimated Tax payments to cover a greatly increased tax bill. Life insurance proceeds are generally not taxable, but if you receive a 1099 death benefit (Code 4), that amount is fully taxable. Please consider increased withholding or Estimated Tax payments to cover this tax obligation.