Tax Assistance For Seniors
Carteret
Carteret County Public Library
1702 Live Oak St., Beaufort, NC 28516-1631
(252) 732-4786
Day(s): Saturdays 09:00 AM – 02:00 PM
Starting: 2/1/2020 Ending: 4/11/2020
No appointment required
Western Carteret Public Library
230 Taylor Notion Rd., Cape Carteret, NC 28584-8942
(252) 725-2714
Day(s): Mondays 9:00 AM – 1:00 PM and Wednesdays 9:00 AM – 1:00 PM
Starting: 2/3/2020 Ending: 4/15/2020
No appointment required
Leon Mann Senior Enrichment Center
3820 Galantis Dr., Morehead City, NC 28557-4310
(252) 622-4038
Day(s): Thursdays 09:00 AM – 01:00 PM and Fridays 09:00 AM – 01:00 PM
Starting: 2/6/2020 Ending: 4/10/2020
No appointment required
Craven
Trinity Presbyterian Church
206 Miller Blvd., Havelock, NC 28532-2648
(510) 673-9602
Day(s): Fridays: 09:00 AM – 01:00 PM
Starting: 2/7/2020 Ending: 4/10/2020
No appointment required
Harrison Center
311 Middle St., New Bern
(252) 772-5245
Day(s): Mondays 09:00 AM – 03:00 PM and Tuesdays 09:00 AM – 03:00 PM
Starting: 2/3/20 Ending: 4/14/20 (addition day 4/15/20)
No appointment required
Duplin
Duplin Ag Extension Building
165 Agriculture Dr., Kenansville, NC 28349-9058
910-296-2140 (Duplin County Senior Center)
Day(s): Tuesdays 08:30 AM – 12:00 PM and Wednesdays 08:30 AM – 12:00 PM
Starting: 2/4/2020 Ending:4/15/2020
Appointment is REQUIRED
Greene
Greene County Senior Center
104 Greenridge Rd., Snow Hill NC 28580
(252) 747-5436
Day(s): 2/22/20 and 3/20/20
Appointment is REQUIRED
Jones
The Filling Station
221 Main St., Pollocksville, NC
(252) 772-5254 (www.newbernvita.com)
Day(s): 2/25/20, 3/19/20, and 4/2/20 9:00 AM – 3:00 PM
Lenoir
No sites
Onslow
St. Peter’s by the Sea Episcopal Church
503 W Broad St., Swansboro, NC 28584-9651
(252) 342-2107
Day(s) Tuesdays 09:00 AM – 02:00 PM
Starting: 2/4/2020 Ending: 4/14/2020
No appointment required
Jacksonville Commons Recreation Center
100 Recreation Cir., Jacksonville, NC 28546-6983
(910) 238-4192
Day(s): Tuesdays 08:15 AM – 11:45 AM
Starting: 2/1/2020 Ending: 4/15/2020
No appointment required
Onslow County Senior Services
4024 Richlands Hwy., Jacksonville, NC 28540-8872
(910) 238-4192
Day(s): Mondays 12:30 PM – 4:00 PM and Thursdays 8:30 AM – 12:00 PM
Starting: 2/1/2020 Ending: 4/15/2020
No appointment required
Pamlico
Pamlico County Senior Citizens Center
800 Main St., Alliance, NC
(252) 772-5245
Day(s): Wednesdays 09:00 AM – 05:00 PM
Starting: February 5 Ending: April 15
Wayne
Veterans Services Literacy Connection
2001 E. Ash St., Suite D., Goldsboro, NC 27530-4119
919-731-1586 (Council on Aging)
Day(s): Tuesdays 9:00 AM – 2:00 PM and Thursdays 9:00 AM – 2:00 PM
Starting: 2/1/2020 Ending: 4/15/2020
Appointment is REQUIRED
It is important to be organized and prepared when you come to a. Bring the following documents with you:
- Last year’s tax return
- Social Security cards or other official documentation for yourself and every individual on your return
- Photo ID for all taxpayers
- Proof of bank account routing and account numbers for direct deposit (blank check)
- W-2 Forms from all 2017 employers
- Unemployment compensation statements
- SSA-1099 Form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
- 1099 Forms reporting interest (1099-INT), dividends (1099-DIV), proceeds from sales (1099-B), as well as documentation showing the original purchase price of your sold assets
- 1099-R Form if you received a pension, annuity, or IRA distribution
- 1099-MISC Forms
- Information about other forms of income
- State or local income tax refunds
- All forms and canceled checks showing federal and state income tax paid (including quarterly estimated tax payments)
Most taxpayers have a choice of taking either a standard deduction or itemizing their deductions. If you have a large amount of deductions, you may want to itemize. Bring the following information:
- 1098 Form showing any home mortgage interest
- A list of medical/dental expenses (including doctor and hospital bills and medical insurance premiums), a list of prescription medicines, costs of assisted living services, and bills for home improvements, such as ramps and railings for people with disabilities
- Summary of contributions to charity
- Receipts or canceled checks for all quarterly or other paid taxes
- Property Tax bills and proof of payment
- 1095A, 1095B, 1095C Forms (if applicable)
- Any exemption correspondence from the Marketplace (if applicable)
- Dependent care provider information (name, employer ID, or Social Security number)
- 1098-T and 1098-E Forms (Tuition and Student Loan Interest)