Free Tax Preparation!

Appointment Line 704-750-2947

What: AARP Tax Preparation

Who:  Preference for ages 60 +

           Low to moderate incomes of all ages

           AARP Membership not necessary

 When: February 4th- April 9th

             Monday & Tuesday Mornings

 Where: Reeder Memorial Baptist Church

3725 Beatties Ford Road

Charlotte, NC 28216

Fellowship Hall (look for red flag)

How: Call 704-750-2947

What to Bring

Taxpayers are asked to bring the following records to their appointment: 

  • Photo identification REQUIRED
  • Social Security card (and cards for any dependents) REQUIRED
  • A copy of last year’s return
  • All tax-related forms received, such as W-2s from each employer, 1099Rs for pension or annuities, Social Security 1099, or other 1099 for interest or dividends
  • Unemployment compensation statements
  • Gambling winnings
  • State income tax refund statement
  • Documentation relating to any tax adjustments or credits you they be entitled to such as tuition statements, child and dependent care expenses, real estate taxes, car tax, mortgage interest, charitable donations, home energy efficiency item purchases, and year-end statements from investment accounts

Out-of-Scope Items

While our program covers a many types of tax aide, there are a few items that are best handled by paid professionals including:

  • Schedule C (Business Profit & Loss)
  • Complicated/Lengthey Schedule D (Capital Gains & Losses)
  • Schedule E (Rental Property, Royalties, Partnerships, & Trusts that involve depreciation)
And the following forms:
  • 2106 (Employee Business Expense)
  • 3903 (Moving Expenses)
  • 8615 (Minor's Investment Income)
  • Some portions of Schedule As & Bs
  • All other Schedule K-1s

IF IN DOUBT, FEEL FREE TO ASK US!