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Tax preparation available

Published: Saturday, Feb. 2, 2013 1:15 a.m. CST

The American Association of Retired Persons tax-aide volunteers will provide free income tax return preparation services to any age at a variety of of times and locations.

Whiteside County Senior Center, 1207 W. Ninth St., Sterling: Mondays through April 15 and two Saturdays, Feb. 16 and March 16. Call 815-611-9230 for an appointment.

Rock River Center, 810 S. 10th St., Oregon: Tuesdays through April 9 and Wednesdays through April 10. For an appointment, call 815-732-3252.

Senior Citizens Drop-in Center, 100 W. Second St., Dixon: Mondays, through April 15 and Thursdays through April 11. Appointments can be made by calling 815-288-2117.

Odell Public Library, 307 S. Madison St., Morrison: Wednesdays, through April 10. No appointment required, first come, first served. Information: 815-772-7323.

YWCA of the Sauk Valley, 412 First Ave., Sterling: Thursdays through April 11. Call 815-625-0333 for an appointment.

Polo Senior Center, 101 E. Mason St., Polo: March 1 and 8. For an appointment, call 815-946-3818.

To get ready for tax preparation, participants should:

■ Keep in mind the taxpayer is responsible for the accuracy of the return. The volunteers will not give advice on reducing tax responsibility.

■ There are some returns volunteers cannot help prepare. Posters at the tax sites state what areas are out of the volunteers’ scope. Volunteers will not make exceptions.

■ The client intake form must be filled out before the return can be started.

■ Taxpayers will be called for assistance in the order listed on the sign-in sheet or appointment list. Exceptions will be made if a specific volunteer’s skills are required for certain cases.

■ Both signatures must be received if filing a joint return.

■ Participants will be treated in a courteous and professional manner.

■ Comments, questions and concerns can be addressed by email Taxaide@aarp.org or calling 800-424-2277 before or after the tax season.

■ Energy and education credits will be delayed.

■ Taxable income over $3,050 may require state filing.

The following documents and information should be brought to the appointment: photo identification, Social Security cards or similar documentation for all parties, income related documents; expense related documents, brokerage statements, and a check with the filer’s name printed on it for direct deposit.

Also helpful are copies of last year’s tax return and the date a person’s pension or annuity from a former employer started.

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