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MISSION
STATEMENT |
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To provide high quality free income tax assistance,
tax form preparation and efile to low- and
moderate-income taxpayers, with special attention to those age 60 and older. What types of returns
are within the scope of the TaxAide Program? |
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TAXPAYER DOCUMENTS
REQUIRED |
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Social security cards for Taxpayer, Spouse and All Dependents Ø
Picture ID for new clients or returning clients not found in the
carryover database Ø
All Income documents. Examples: W-2, 1099-R, 1099-MISC Ø
Last year’s tax return, if possible Ø
All other forms or information that could result in an adjustment to
income or tax credit |
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SALVATION
ARMY FAMILY STORE SITE HOURS FOR 2013 2225 West
Beauregard, San Angelo, TX 76901 |
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Questions? Call 325 234-9910 and leave your number
requesting a call back. Important
Note: Please, do not call the Salvation Army Store for information. |
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Tuesday
thru Friday |
10:30 AM
to 4:00 PM |
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Saturdays |
10:30 AM
to 2:30 PM (Saturday
hours are subject to change.) |
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Clients are served on a “first come, first served” basis with special
attention to elderly or handicapped taxpayers. Ø
Expect waits during the first few weeks the site is open. Ø
Volunteers may complete the initial screening and ask taxpayers to
come back later in the day to limit overcrowding in the waiting area. Ø
Volunteers may suspend the Sign-In Process if it is apparent there is
not time to serve clients already on the waiting list. |
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CALVARY
LUTHERAN CHURCH SITE HOURS FOR 2013 3231
College Hills Blvd, San Angelo, TX 76904 Notice:
This site serves clients by appointment only. |
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Mondays
Only |
Earliest
Appointment Start Time 9:00 AM Latest
Appointment Start Time 3:00 PM |
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Ø To schedule an appointment,
send an email to: taxaide@suddenlink.net Ø
Provide the following information: Name, Phone# and Desired date. Ø
An appointment date and time will be returned to you by email. Ø
The appointment is not firm until you reply that you are available to
keep the appointment, as tentatively scheduled. Ø An email from taxaide@suddenlink.net will confirm that your
appointment date and time is finalized. v If you do
not have internet access, please call 325 234-9910 and leave a
message. This number is a message line and your call will be answered before
the next Monday workday at the Calvary Lutheran Church site. |
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Interested in volunteering? |
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Register online at aarp.org/taxaide or Send an email to: taxaide@suddenlink.net |
What AARP
Foundation Tax-Aide can and can’t do for you today.
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We’re here to help low- to moderate-income taxpayers,
especially those 60 and older. AARP Foundation Tax-Aide volunteers are
trained to assist you in filing certain tax forms and schedules, including
the Form 1040. However, the Volunteer
Protection Act requires that our volunteers stay in the scope of the program.
If counselors feel they do not have adequate knowledge or your return is too
complex, you may need to seek another qualified counselor or paid tax
assistance. |
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We can prepare · 1040 with Schedules A, B and D · Schedule C up to $5,000 expenses (Schedule C has same requirements for
CEZ—no employees, no inventory, no losses or depreciation, etc.) · Schedule EIC and EIC Worksheets · 1099-MISC (box 7 nonemployee
compensation is reported on Schedule C/CEZ) · 1099-MISC (box 1 or 2—rents,
royalties, reported on Schedule E with no expenses, depreciation) · 1099-MISC (box 3 other income is
reported on 1040 Line 21) · 1040-ES (Estimated Payments) · 2441 (Child & Dependent Care) · 5405 (Repayment of FTHBC) · 8283, Section A, Part 1—noncash contributions to charity exceed
$500 but are less than $5,000 · 8606 (Nondeductible IRA) Part 1 · 8880 (Qualified Savings Credit) · 8812 (Additional Child Tax Credit) · 8863 (Education Credits) · 8949 (Sale or Disposition of Assets) · 9465 (Installment Agreement) · 8379 (Injured Spouse) · 1040X (Amended Returns, if trained in the tax year being amended)
· Schedule K-1 that provides information only for interest, dividends and
capital gain distributions and royalties (Schedule B, D, E) · Cancellation of
Debt—1099-A and/or 1099-C and Form 982, if trained and certified* ·
Health Savings Accounts—1099-SA and Form 8889, if trained and
certified* *
HSA/COD: A separate
online training module and certification test is provided for certification
in handling each of these modules in our program. Only counselors who have
been certified on one or both of these modules may prepare returns containing
HSA and/ or COD, respectively. |
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We cannot prepare ·
Schedule C (Business Profit and Loss) if a loss or expenses exceed
$5,000 ·
Complicated Schedule D without proper paperwork (Capital Gains and Losses) ·
Schedule E (Rental Property) with expenses, including depreciation o
Exception:
returns for military members only, prepared by a counselor who has been certified to do
military returns provided another military certified counselor is available
to quality review the return) ·
Schedule F (Farm Income) ·
2106 (Employee Business Expenses) ·
3903 (Moving Expenses) ·
8615 (Minor’s Investment Income) ·
Portions of Schedules A and B that are not included in our training ·
Schedule K-1 that involves depreciation or deductible expenses ·
Other rental income or business income ·
Returns (original or amended) farther back than three prior years. |