Taxes and Medicare

We are a location for AARP Tax Preparation. Any senior with a modest or low income may call the office starting in mid-January for an appointment with a trained counselor. In 2019, AARP serviced nearly 300 people at SASC. You may call 734-429-9274 after January 13 to make an appointment for 2020.

The AARP Foundation’s Tax-Aide tax assistance is provided by trained volunteers in partnership with the IRS, and is geared toward seniors and modest-income taxpayers. The volunteers do Federal and Michigan 1040 forms and credits, and amended returns. The returns will be sent electronically, and you will receive a paper copy to take home for your files. They are able to do some simple business returns (Schedule C – except for rental income, depreciation, inventory, farm income, home offices, or a net loss). They can also offer advice if you are doing your own return and have questions. They are not able to do non-resident-alien returns or state returns other than Michigan. AARP membership is not required.

*For joint returns, IRS policy is that both spouses must be present

*If you have 2 tax returns to be done (such as yours and an elderly parent’s), schedule 2 sequential time slots – the second following the first. (Will need a Power of Attorney for anyone who cannot come to the site.)

Call SASC beginning January 13 to make an appointment. Appointments taken on Monday, February 17, will take place at the Saline District Library as the SASC Office is closed for Presidents’ Day.

You will need to bring:

A copy of last year's 2018 Federal & State Tax returns (VERY IMPORTANT)
Driver's License or other Government-issued Photo ID
Social security cards and birthdates for yourself, spouse, and dependents
A personal check, if you want direct deposit
For Property Tax Credit, 2018 Property Tax receipts Summer and Winter
If you received a 1095-A, 1095-B, or 1095-C regarding health insurance

Other items needed, if applicable:

W-2 forms from each employer;
SSA-1099 form if you were paid Social Security benefits;
All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing original purchase price of sold assets;
1099-MISC showing any miscellaneous income;
1099-R form if you received pension, IRA, or annuity distributions;
1099-G form if you received unemployment compensation;
Dependent-care provider information (name, address, Tax ID or SS#, amount paid);
DHS annual statement showing DHS assistance
If potential Heating Credit, bring Dec, Jan, or Feb DTE bill
If receive Supplemental Security Income (SSI), bring letter from Social Security Administration
If renting, proof of rent paid (and landlord’s name & address)

In the Fall we host Medicare appointments for those with questions about their plans. SASC member and MMAP counselor, Sharon Morrow, is available for your needs this fall. Call 734.429.9274 to make an appointment.