By Karen Kennedy
As tax time approaches, the Carmel Clay Public Library would like elderly citizens and those who may not be able to afford to pay someone to do their taxes to know that help is available.
The library hosts a free tax service sponsored by AARP. It will be available from 12:30 to 4:30 p.m. every Wednesday and Friday from Feb. 1 through April 11, and from 9:30 a.m. to 12:30 p.m. on Saturdays in February.
The tax assistance sessions will take place in the either the Program Room or the Children’s Story-time Room. People will be served on a first-come, first-served basis; no appointments will be taken.
The service is not available for people with returns that include rental income or self-employment expenses in excess of $5,000.
“The program has grown exponentially in my years here,” said Librarian David Dyer. “Last year we served 713 people. It’s a great program, staffed completely by volunteers, most of whom are retired accountants. People come for help from all over, not just Hamilton County. We had to add hours to keep up with the demand.”
People seeking assistance should bring the following materials to the sessions:
● Copy of last year’s tax return(s) or a copy of their social security card
● W-2 forms from each employer
● Unemployment compensation statements
● All 1099 forms showing interest or dividends and documentation showing original purchase price of sold assets
● 1099-misc. showing any miscellaneous income
● 1099-R form if they received a pension or annuity
● Tabulated total of cash income if self-employed
● All forms indicating federal and state income tax paid
● Dependent care provided information (name, employer ID and Social Security number)
● Names and Social Security number of all dependents
● Amount of real estate taxes paid in 2013
For more information, call 844-3362.