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The American Association of Retired Persons is offering free tax preparation services for residents in Mecosta County who are low- to moderate-income taxpayers and 50 years and older from now until April 13th.

 

Residents can schedule tax preparation appointments by calling the Retired Senior Volunteer Program at (231) 796-4848 between 9 a.m. and 4 p.m. Weekdays. 

Tax Preparation will be held at the following locations:

 

  • from 9 a.m. to 4 p.m. every Tuesday and Thursday through April 13 at the Mecosta County Services Building.

  • from 9 a.m. to 4 p.m. every Monday through April 10 at Morton Township Hall

  • from 9:30 a.m. to 4 p.m. every Friday through April 7 at Morton Township Library

  • from 10:30 a.m. to 4 p.m. every Wednesday through April 12 at Wheatland Township Library

 

Customers are asked to bring the following documentation to appointments:

  • a copy of last year’s income tax returns

  • photo ID for taxpayer and spouse (a federal requirement)

  • Social Security cards for taxpayer and all dependents (photocopies are acceptable)

  • W-2 forms from each employer

  • all 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends as well as documentation showing the original purchase price of any assets sold

  • 1099-misc showing any miscellaneous income

  • the SSA-1099 if Social Security benefits are received

  • any 1099R if a pension or annuity is received

  • all forms indicating any federal or state income tax paid

  • unemployment compensation statements, if applicable

  • child care provider information, including name, employer ID, Social Security number; and

  • all receipts or canceled checks if itemizing deductions.

 

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