Free Tax Assistance
For all low to moderate income individuals with an emphasis on Seniors.
February 4 thru April 15, 2019 at the Lake Havasu Senior Center 450 S Acoma Blvd
By appointment only. Book online at:
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 2018, you can still file a joint tax return. But if your spouse passed away in 2017 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.