Mark Harvey – "The Daily World"

With holidays behind us, Tax-Aide is coming to the rescue

January 12, 2019

 

By: Mark Harvey

Email: harvemb@dshs.wa.gov

 

Presumably, most of us have the holidays behind us; OK, true, there may still be a few unidentified leftovers behind the milk and the unsolicited fruitcake may not be completely composted, but most of it is in the rearview.

And as that simple truth begins to dawn us (well that, and the fact that we dated the last two checks “2018”), we slowly begin to realize what we need more than anything, and I’m happy to announce that I’m bringing IT to you today!

Yes: HOPE!

Because you, like me, are beginning to understand what comes next: Taxes! And what comes with “taxes?” Right! (Thank heaven…): TAX-AIDE!

So let’s begin with what you want to know the most, which is when and where; so, beginning February 2nd, 2019:

  • At the Aberdeen Timberland Library, Mondays and Wednesdays from 12:30-4:30; also, the third Saturdays in February and March, 12:30-4:30.
  • At the Ocean Shores Library, Tuesdays and Thursdays, from 10:00-2:00.
  • At the Ocean Park Timberland Library, Wednesdays, from 11:00-4:00.
  • At the Raymond Timberland Library, from 11:00-300, on the 2nd and 4th Saturdays of February and March, plus 2nd Saturday in April.
  • At the McCleary Timberland Library, Thursdays, from 3:00-7:00: February 7th and 21st, March 7th and 21st and April 4th. Saturdays, from 10:00-3:00: February 2nd and 16th, March 2nd and 16th and April 6th.

Many of us, who have been at this for a while, are doing our Happy Dances, knowing that, once again, we’ll be snatched from the jaws of the Federal government! “Newbies” among us may be thinking: “WHAT is he talking about?!” Fair enough.

TAX-AIDE are the Good Guys who come to our tax-related rescue every year, about this time. They are a hard-core group of highly trained, IRS-certified genetic anomalies (Volunteers!) who help us electronically file our tax returns – For free!

TAX-AIDE is a program sponsored by the IRS and the AARP Foundation, but no association with AARP is required, or relevant. If you have income from rental properties or have a complicated business return, this is probably NOT the service for you, but for the rest of us? YES! Here’s what you actually need to do:

Please remember that these folks are always inundated at the front-end of tax season, so you might want to kick back for a bit, OR bring a sandwich, a good book and your patience.

TAX-AIDE volunteers are required to see your photo ID and your original Social Security card. (I know that we always advise against carrying that “original” around, but consider this the lesser-of-evils). Bring last year’s tax return and all of your W-2’s, 1099’s, 1095’s (health insurance documentation) and any other documents that you think might be necessary.

If you expect a refund and you want it directly-deposited into your bank account, bring your checkbook or some other bank document that shows the bank account numbers (Yes: it has to be something “official” – This is the IRS, remember?).

When you get to the TAX-AIDE site, you’ll have to complete a formidable IRS Intake Form – Do your best, but don’t freak! – The volunteers will be glad to help you through it.

I know what you’re thinking, because I thought the same thing: What about the “new” tax law? TAX-AIDE told me that the two heavy hitters are (1) no more 1040EZ, and (2) an increase in standard deductions – Anything else will be explained during the actual preparation of your return.

That’s it.

Well, we could all stand to remember this: These TAX-AIDE volunteers aren’t getting paid to do this. They’re giving away large chunks of their lives in order to help us, so it wouldn’t hurt us to let them know that we appreciate it! – And to remember this:

These guys didn’t write the tax laws, so if we have opinions on the topic, taking it out on them won’t help – But, a smile probably would.

 

 

Mark Harvey is the director of Information and Assistance for Olympic Area Agency on Aging. He can be reached at harvemb@dshs.wa.gov or 532-0520 in Aberdeen, (360) 942-2177 in Raymond or (360) 642-3634. FACEBOOK: Olympic Area Agency on Aging-Information & Assistance.