SENIOR CENTER SPOTLIGHT: Wilmington Senior Center To Offer Free Tax Prep Assistance For Residents 60 & Over

Below is an announcement from the latest Buzzell Buzz Senior Center newsletter:

WILMINGTON, MA — Sign up for income tax appointments will begin on Wednesday, January 19, 2022 at 10:00AM. Please call the center to make your appointment. Appointments will fill up very quickly! When you call, we will need your name, phone number (preferably your cell phone number if you have one), the make/color of your vehicle, and your address. Please be patient when calling to make an appointment as we will be experiencing a high volume of calls. Appointments dates will span from February to April.

On the day of your appointment:

When you arrive in the parking lot, please stay in your car and call the center to let us know you are here. Please complete the form sent to you and give all info to the AARP person who comes to your car. Be prepared to show your ID. They will then take your taxes inside to work on. You will go home and we will call you if we need more information. You will receive a call when your return is done and has been quality reviewed so you can authorize us to file it and then you will come pick up the completed return.

What you will need to bring:

1. Identification and Social Security numbers for all persons on the return.

2. Last years tax return (2020)

3. All 2021 tax forms received in the mail:
• 1099 R for pension
• 1099 INT for interest
• 1099 DIV for dividends
• 1099 R for IRA’s
• 1099 G for lottery winnings
• Investment statements
• Social Security form
• 1444 & 1444B for stimulus amounts

4. For itemizing deductions:
• Medical costs, Insurance, Copays, Taxes paid (Real Estate), Mortgage statements, Excise taxes for car

5. Senior Circuit Breaker:
• Real Estate Tax
• Water and sewer bills.
• House value

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