Tax Assistance For Seniors

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)