Senior Services/AARP Tax Aide
Information About AARP Tax Aide Programs
Welcome to the information page for the 2010 Tax Aide season. The Tax Aide program is sponsored by the Longmont Senior Center, AARP and the IRS. The program provides free tax assistance to taxpayers with low or moderate income, the disabled and those who are age 60 or older.
The following information applies to you if you have already made an appointment for tax assistance or if you only need help with a tax rebate. If you have not made an appointment yet for tax assistance, please call 303-774-4722 after January 19th and make an appointment.
Please be here at the Longmont Senior Center, located at 910 Longs Peak Avenue, fifteen (15) minutes before your scheduled appointment.
What You Need To Bring To Your Appointment
For Income Tax Returns:
- All of your income statements: W2s, 1099s, Social Security 1099, etc.
- Colorado Driver’s License or ID numbers for you and also for your spouse if filing jointly
- A copy of last year’s tax return.
- If you have sold stock, we need to know the cost, when you purchased the stock and any dividends that were reinvested.
- Names and Social Security numbers for all dependents, if any
- For those who received economic recovery payments in 2009, you must tell us how much you received. If you do not have this information, you will have to obtain it and return later with a new appointment.
- Any other documents you think may pertain to your tax return.
For Rebates ONLY:
If you do not need help with your tax return but do still need help with a rebate, walk-ins for assistance with Rebates ONLY are available from 9:00 AM to 11:00 AM on Tuesdays and Thursdays.
Refunds generally are available to low income senior citizens who are at least 65 years old, low income surviving spouses who are at least 58 years old, and low income individuals who are totally disabled and received disability benefits for the entire year. To qualify, you must be a single person with an annual income of less than $12,000 or a married couple with an annual income of less than$15,700.
New in 2009: those who qualify for the 104PTC may also be eligible for a $4.00 per month discount on their City electric bill.
- All income statements: W2s, 1099s, Social Security 1099, etc.
- Colorado Driver’s License or ID numbers for taxpayer and spouse if filing jointly
- If permanently disabled for all of 2009, statement proving disability: from doctor or agency
- Amount paid in 2009 for:
- Rent; need proof of payments
- Property Tax; copy of property tax statement or receipt showing payment(s)
- Heat; one recent bill from electric and/or gas utility company is sufficient
- Water; one recent bill from City of Longmont
- If meals are provided as part of rent, the amount paid for rent and the amount paid for meals
- To obtain the exact amount you paid in 2009, you can call Longmont Utilities at 303-651-8664 and/or Xcel Energy at 303-895-4999 (Spanish 800-687-8778)
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