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February 6, 2014

AARP offers Taxaid for middle and low income

Ada — The Ada AARP (American Association of Retired Persons) is again offering tax return preparation for taxpayers with middle and low incomes. 

The AARP taxaid has a new phone number from previous years. Interested persons can call 580-436-4494 weekdays from 8 a.m. to 8 p.m. for appointments. The service is offered at Ada Masonic Lodge Hall, 730 N. Crestview in Ada. 

In February, the site will be in operation on Mondays and Thursdays from 8 a.m. to noon and 1 p.m. until 5 p.m. In March, the site will only be open on Mondays, at the same hours, and until April 14, 2014.  All ages are welcome, and do not need to be members of AARP to be helped.  Tax returns will be completed while taxpayer waits and e-filed the same day.

This volunteer service has been offered in this area since the early 1970s.

Free electronic filing (e-file) will be available for all returns because this ensures a more accurate tax return and faster processing of tax refunds. Persons who owe taxes can e-file early and then mail the payment later at their convenience anytime before April 15.

Taxpayers are asked to bring with them their photo identification and a Social Security card for each person listed on their tax return. Each person should also bring their 2012 return, along with all their information for 2013.

This year the group is allowed to prepare returns for self-employed taxpayers with no employees and no inventory if their expenses are less than $10,000.  Last year the limit was $5,000.

Local volunteers, in order to be certified to prepare taxes at the site, attended training in January and passed a comprehensive test on tax preparation. 

The training was conducted by Andy Hood and Bette Cole, who are IRS trained instructors, along with guest instructor Bruce Smith from the Oklahoma Tax Commission.

Volunteers this year include Bob Ardiana, M.E. Carr, Bette Cole, Andy Hood, Don Clark, Kurt Jackson, John Sassen, Frank Shanklin, Lanny Sliger, Cheryl Toby, Billie Redden, Anita Ardiana, Vestel Cole, Fran Henley, Joann Hood, Wanda Privett, Sharon Beasley, Jodi Jackson, Janet Billings and Ruth Ann Taylor.

Appointments are given to keep taxpayer's waiting time at a minimum.

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