Updated Thursday April 1st 2020

GOOD NEWS FOR THOSE WHO TYPICALLY DO NOT FILE FEDERAL TAX RETURNS

The latest from the Treasury Department.

If you receive Social Security and do not typically file federal tax returns, the treasury department has reversed its position and you will now NOT have to file a simple tax return to receive your Economic Impact Payment of $1200.

You can find more information by clicking on the link below to an article in the Washington Post.

Washington Post Article April 1st

ALL TOGETHER ALONE WE CAN MAKE A DIFFERENCE!

The Center's Quilters have started a COVID-19 Homemade Face Mask project to help fulfill the need in the area. Click on the link below for patterns and directions, needed material and how the masks are to be collected. The quilters are prioritizing the Meals-on-Wheels drivers, long term care facilities and group homes while distributing over 230 handmade masks. If you personally want a mask call the Center at 541-296-4788 and we will put on the list.

Handmade Face Mask Information including a Pattern

THE CENTER

The Center is closed, and all classes and activities are canceled except for MEDICARE HELP, call the local coordinator at 541-288-8341, and the MEDICAL EQUIPMENT LOAN CLOSET call 541-296-4788 to see if we have the equipment you need and to schedule a time for pick-up.

TAX AIDE has been canceled indefinitely but the filing date has been extended to July 15th. I have not heard if or when the program will start up again but hopefully will have some idea by the first of May.

MEALS-ON-WHEELS

Meals-on-Wheels is delivering meals but is not serving meals in the dining room. If you want a take-out meal, call Meals-on-Wheels at 541-298-8333 before 10:00 and pick up your meal at noon but not before.

CIRCLES OF CARE

Circles of Care is looking for older adults who are self-isolating and need support during these difficult times. Because of the situation they are limiting their assistance to picking up groceries and check-in calls. They are also looking for volunteers to support older adults who are self-isolating because of COVID-19. Call Gracen 541-397-0724 or email her at gbookmyer@ageplus.org.

TAX AIDE 2020



STARTS Saturday February 1st, 2020 through April 11th.

FRIDAYS 2:00 - 6:00 & SATURDAYS 9:00 - 1:00

First come first served.

Important Documents to Bring to the Tax-Aide Site  

The checklist below includes items you need to bring when you visit an AARP Foundation Tax-Aide site for us to help you prepare your tax return(s)
  • Previous year’s tax return(s).
  • Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return.
  • Government-issued photo ID for each taxpayer.
  • Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due.
  • Identity Protection PIN (IP PIN) (for each individual if applicable).

Income

  • W-2 for each employer.
  • 1099-G form for unemployment compensation or state/local income tax refunds.
  • SSA-1099 form showing the total Social
  • Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form.
  • 1099 forms (or other statements) reporting
  • interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets.
  • 1099-R form if you received a pension, annuity, or IRA distribution.
  • 1099-MISC, 1099-K, or other 1099 forms. If you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses.
  • Information about any other income of any form including cash or other than cash.

Payments

Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents.

Deductions

Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions.
If you have a substantial amount of deductions, you may want to itemize. If so, bring the following information:
  • 1098 form showing home mortgage interest.
  • A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term insurance and bills for medical related home improvements such as ramps and railings for people with disabilities.
  • Summary of cash and noncash contributions to charity.
  • Property tax bills paid during the year (frequently shown on mortgage statement)..

Health Insurance

  • 1095-A forms if you purchased insurance through the Marketplace (Exchange).
  • 1095-B/1095-C forms (optional).
  • Any exemption correspondence from the Marketplace (if applicable).

Credits/Adjustments

  • Dependent care provider information – name, address, telephone number and employer ID or Social Security number and amount paid to provider.
  • 1098-T form for education expenses plus statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received. Also bring a summary of any other education expenses.
  • 1098-E form for student loan interest.

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