AARP Income Tax Aide Program
(Program)
The following sites provide in-person tax preparation assistance:
Oneida County Locations:
AARP Parkway Center - Open February 1, 2024 - April 15, 2024
Tuesday and Wednesday, 9 AM - 1 PM
220 Memorial Parkway, Utica, NY 13501
Appointment required: Call 315-223-3973 x117 to schedule an appointment
Eligibility: Low- or moderate-income individuals with a special focus on tax payers who are ages 50 years or older
Application Process: Appointment required; call for information
Required Documentation:
- Previous two year’s tax return(s)
- All correspondence received from the IRS and your state/local taxing authority
- Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return
- Government-issued photo ID for each taxpayer
- Checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due
- Identity Protection PIN (IP PIN) (for each individual if applicable)
Income:
- W-2 for each employer
- 1099-G form for unemployment compensation or state/local income tax refunds
- SSA-1099 form showing the total Social Security benefits paid to you for the year, or RRB-1099, Tier 1 Railroad Retirement benefits form
- 1099 forms (or other statements) reporting interest (1099-INT), dividends (1099-DIV) and/or proceeds from sales (1099-B), plus documentation showing the original purchase prices if you sold stocks or other assets
- 1099-R form if you received a pension, annuity, or IRA distribution
- 1099-MISC, 1099-K, or other 1099 forms; if you have a business, bring a summary list of all your income (cash and non-cash) and all business-related expenses
- Information about any other income of any form including cash
- IRS letter 6475 detailing the Economic Impact Payment (stimulus) amounts received
- IRS letter 6419 detailing any Advance Child Tax Credit received
Payments:
- Records of any federal and/or state and/or local income tax paid (including quarterly estimated tax payments) if not shown on income documents
Deductions:
- 1098 form showing home mortgage interest
- A summary list of medical/dental/vision expenses including doctor and hospital bills and medical insurance premiums, prescription medicines, assisted living services, long-term insurance and bills for medical related home improvements such as ramps and railings for people with disabilities
- Summary of cash and noncash contributions to charity
- Property tax bills paid during the year (frequently shown on mortgage statement)
Health Insurance:
- 1095-A forms if you purchased insurance through the Marketplace (Exchange)
Credits/Adjustments:
- Dependent care provider information – name, address, telephone number and employer ID or Social Security number and amount paid to provider
- 1098-T form for education expenses plus statement of account from the educational institution showing tuition and fees actually paid and scholarships, grants, etc. received; also bring a summary of any other education expenses
- 1098-E form for student loan interest
Fees: None
Herkimer, Madison, and Oneida counties
AARP
(Agency)
Provides programs that involve community projects, driving safety, and tax preparation assistance.
601 East Street
NW
Washington DC 20004
Website: local.aarp.org/syracuse-ny
Hours: Administrative hours: Monday - Friday, 9 AM - 5 PM
Customer service available Monday - Friday, 8 AM - 8 PM
Disabled: Not applicable; services provided off-site
Contact
Email: taxaide@aarp.org
Website: www.aarp.org/money/taxe . . . -LINK-2023
601 East Street
NW
Washington DC 20004
Hours
See description for locations, dates, and times
Disabilities Access
Not applicable; services provided off-site