AgeSouth offers free tax counseling for seniors and those with disabilities. This program is available once a year during tax season and uses volunteers who are trained and certified by the IRS. Site operating hours and services offered may be limited.

Will Prepare

• Wages, salaries, tips, etc. (Form W-2)
• Interest and dividends (Forms 1099-INT, 1099-DIV)
• Retirement income (Forms 1099-R, Form SSA-1099, RRB-1099, RRB-1099-R, CSA-1099)
• Capital gain/loss (Form 1099-B), limited Schedule D
• State tax refunds and unemployment benefits (Form 1099-G)
• Self-employed income (Forms 1099-NEC, 1099-K), limited Schedule C
• Gambling winnings (Form W-2G)
• Cancellation of debt (Form 1099-C), limited
• Health savings accounts (Form 1099-SA), limited
• Adjustments to income and itemized deductions, limited
• Education credits (Form 1098-T)
• Premium tax credit (Form 1095-A)
• Child tax credit, earned income credit, and other miscellaneous credits
• Application for individual taxpayer identification number (ITIN) (Form W-7)
• Sale of Home (Form 1099-S), limited
• Prior Year and Amended Returns, limited
• Foreign students and scholars, limited (select sites only)

What to Bring

• For married filing jointly, both spouses must be present
• Original photo identification such as driver’s license, school, employer, military, or state ID for you and your spouse (if married)
• Social Security cards or Individual Taxpayer Identification Number documents for you, your spouse, and dependents
• Birth dates for you, spouse, and dependents
• A copy of last year’s tax return
• All Forms W-2 and 1099
• Form 1095-A, if applicable
• Information for other income
• Information for all deductions and credits
• Total paid to daycare provider and their tax ID number
• For direct deposit of refund, proof of account and bank’s routing number
• For prior year returns, copies of income transcripts from IRS (and state, if applicable)