OSWEGO — The tax-aide program of Oswego County is planning to begin preparing taxes in February of this year, if allowed by local and New York state guidance and/or restrictions.
Note that due to COVID-19 restrictions, the process has changed. Taxpayers will need to have an appointment to have their taxes prepared. Beginning in January 2021, appointments may be requested by leaving a voice message at 315-216-7565. Someone will return the call to determine when an appointment can be scheduled.
Sponsored by AARP, the tax-aide program provides counseling, preparation, and e-filing of taxes for all residents of Oswego County, regardless of age or income, with special emphasis for those age 60 and older.
In coordination with the IRS, the volunteer tax-aides receive annual mandatory training and are required to be certified each tax season. The training includes the current federal and state tax laws, specific to personal tax returns and those provisions of the tax code that affect older people.
Taxpayers will need to bring all tax documents to their appointment, including photo ID, Social Security cards for each person on the return, last year’s tax return, income statements (W-2s, 1099s, unemployment statements, interest statements, brokerage statements, etc.), receipts for any itemized deductions (charitable contributions, mortgage interest, property taxes, medical expenses), and bank account information for direct deposit of refund.
Visit aarpfoundation.org/taxaide for information. If interested in volunteering as a tax-aide for the Oswego County sites, contact Retired and Senior Volunteer Program (RSVP).
RSVP of Oswego County is federally sponsored by AmeriCorps, and locally by the NYS Office for the Aging; SUNY Oswego and the United Way of Greater Oswego County. For more information about the program or to become a volunteer, contact RSVP of Oswego County at firstname.lastname@example.org or call 315-312-2317.