Tax-Aide helps low- to moderate-income taxpayers have more discretionary income for everyday essentials, such as food and housing, by assisting with tax services and ensuring they receive applicable tax credits and deductions.
The Josephine County OR Tax-Aide program is available free to taxpayers with low and moderate income, with special attention to those 60 and older. We are trained volunteers certified by the IRS to assist taxpayers in preparing Federal and Oregon tax returns.
New volunteer preparers are trained during September- December with 1/2 day weekly and lots of self study. All preparers come for 1 full week of training regarding changes to tax law and Oregon specifics.
Interested in volunteering? We always have openings for preparers, schedulers and greeters (“facilitators”). And training is on us! No experience is necessary.
You can read more and sign up here.
AARP Foundation Tax-Aide Service Suspended Until Further Notice
Due to the coronavirus (COVID-19) we have suspended in-person AARP Foundation Tax-Aide services beginning March 16 until further notice.
Josephine County TaxAide will be re-opening for tax preparation using a “virtual” method. Here is what that means:
- You as the client will make an appointment to have your tax interview and to have your tax documents scanned.
- You must complete all pages of the intake form and, if itemizing, a summary of your deductible expenses.
- At your appointment, you will be interviewed by a certified counselor, your tax documents scanned and then returned to you. At that appointment you will be required to wear a mask and maintain 6 ft distance. Completion of the intake form or deductible expense summary will need to be done prior to arrival or in your vehicle. There will be no waiting room. Please bring your own pen.
- A different certified counselor will prepare your tax returns at their home, calling you for any needed clarification or questions.
- Another certified counselor will review the returns at their home, again calling you for any needed clarification or questions. Upon completing the review, the reviewer will inform you of the results via phone and you will be asked for your verbal approval.
- With your verbal approval, your return will be electronically-filed, and you will be given a date and place to pick up your printed returns. Note that in some cases the pick-up of your copies may be significantly delayed.
If you still need your taxes to be prepared and are comfortable with the above process, please fill out this form to request an appointment for a tax interview and document scan.
What you will need to bring to your appointment:
- Intake Form (can be completed onsite in your vehicle)
- Deduction Summary (if itemizing. Recommended for medical if over 65)
- 2018 Tax Return
- Social Security cards/proof for all persons on the return
- Your 2019 tax documents
If expecting a refund, your bank account routing and account numbers.
- For taxpayers under an existing Installment Agreement, payments due between April 1 and July 15, 2020 are suspended. Taxpayers who are currently unable to comply with the terms of an Installment Payment Agreement, including a Direct Deposit Installment Agreement, may suspend payments during this period if they prefer. Furthermore, the IRS will not default any Installment Agreements during this period. By law, interest will continue to accrue on any unpaid balances
- IRA contributions for 2019 can continue to be made until July 15
- Any FEDERAL estimated tax due on April 15 is now due July 15 (Oregon remains due on April 15)
- Any estimated tax due on June 15 is still due on June 15
- If someone cannot file by July 15, they can still file Form 4868 for an extension (the form should be filed by July 15 and include any expected payment due then).
- Anyone filing a 2016 return for a refund must still file by April 15.
April 10: About the Economic Stimulas Payment
Please see this page on the IRS website. There you will find out:
- Who is eligible
- Who will automatically receive the payment
- Important for those who do not need to file a return: How to enter payment information (bank) to have direct deposit.
Please exercise physical distancing, better yet, stay home as much as possible. Stay Healthy!
WHAT TO BRING
Please read carefully.
- Photo ID and Social Security Card or other proof of the Social Security Number — THIS IS NEEDED — NO EXCEPTIONS! Medicare Card is NOT proof.
- Copy of last year’s tax return — VERY IMPORTANT! Don’t have? Click Here to get a transcript from the IRS before you come to your appointment.
- Birth dates and Social Security Cards for all members of household
- 1095-A if insurance purchased through Healthcare.gov
- All income documents and statements: Social Security, W2s, 1099s, pension, IRA, broker, etc. Does your Social Security include a lump payment for previous years? Bring copies of the tax returns for each and every previous year noted.
- Medical expenses, listed by individual: insurance premiums, doctors, dentists, nursing homes, prescription, eyeglasses, hearing aids, medical equipment (Doctors and pharmacies can provide a list). Don’t forget mileage for medical appointments. Download the Deduction Organizer
- Charitable Donations, including mileage for volunteering.
- Mortgage and mortgage insurance premiums
- Real estate taxes
DO YOU NEED TO FILE?
You only need to file a tax return if your income is over a certain amount or if you qualify for certain credits and refunds, or if you have certain information that needs to be reported.
Whether you need to file based on income depends upon your filing status, what your gross income is, and how much tax was withheld from your income. Rather than list all the options here, it’s easier to go to the IRS web site to work through a series of questions to get the answer. You can file, even if you don’t have to, but be aware that you may be using an appointment that someone else really needs.
For most people who cannot be claimed as a dependent this table will suffice. But, if married filing separately and lived with spouse or if half of social security benefits plus tax-exempt interest plus gross income is greater than $25,000 ($32,000 if married filing jointly), or if you are a dependent and have income, then use the IRS web site instead.
Do not include social security benefits in gross income for this table.
|TAX YEAR 2019 FILING STATUS||AGE ON 1/1/2020||GROSS INCOME WAS AT LEAST:|
|65 or older||$7,430|
|Married filing jointly||under 65 (both)||$12,460|
|65 or older (one)||$13,460|
|65 or older (both)||$14,460|
|Married filing separately||any age||$5|
|Head of household||under 65||$7,775|
|65 or older||$8,895|
|Qualifying widow(er) with dependent child||under 65||$8,665|
|65 or older||$9,665|
You must file if :
(yellow italics means you will need to go to a professional tax preparer)
- You had net earnings from self-employment of at least $400.
- You received an advanced premium tax credit to pay for health insurance.
- You owe any special taxes, including any of the following.
- Social security and Medicare tax on tips you did not report to your employer or on wages you received from an employer who did not withhold these taxes.
- Recapture of first-time homebuyer credit.
- Write-in taxes, including uncollected social security and Medicare or RRTA tax on tips you reported to your employer or on group-term life insurance and additional taxes on health savings accounts.
- Alternative minimum tax.
- Additional tax on a qualified plan, including an individual retirement arrangement (IRA), or other tax-favored account. But if you are filing a return only because you owe this tax, you can file Form 5329 by itself.
- Household employment taxes. But if you are filing a return only because you owe this tax, you can file Schedule H by itself.
- Recapture taxes.
- You (or your spouse, if filing jointly) received HSA, Archer MSA or Medicare Advantage MSA distributions.
- You had wages of $108.28 or more from a church or qualified church-controlled organization that is exempt from employer social security and Medicare taxes.
You should file if:
- You had income tax withheld from your pay.
- You made estimated tax payments for the year or had any of your overpayment for last year’s estimated tax applied to this year’s taxes.
- You qualify for the earned income credit.
- You qualify for the additional child tax credit.
- You qualify for the premium tax credit.
- You qualify for an American Opportunity Credit.
- You receive a 1099-B and the gross proceeds plus other income exceeds the filing limits.
- You receive Form 1099-S, Proceeds From Real Estate Transactions.
- You qualify for the refundable credit for prior year minimum tax.
- You qualify for the federal tax on fuels.
WHAT RETURNS WE DO
Here is the list of Tax Forms that we can prepare for you
- 1040 with Schedules A (Itemized Deductions — Download Deduction Organizer), B (Interest & Ordinary Dividends), and D (Capital Gains and Losses)
- Schedule C (Business) up to $25,000 expenses, no employees, no inventory, no losses, no depreciation
- Schedule EIC and EIC Worksheets (Earned Income Credit)
- 1099-MISC with Box 7 nonemployee compensation reported on Schedule C
- 1099-MISC with Box 1 or 2 — rents, royalities, reported on Schedule E with no expenses or depreciation
- 1099-MISC with Box 3 other income that is reported on 1040 Line 21
- 1040-ES – Estimated Payments
- 2441 – Child & Dependent Care
- 5405 – Repayment of First Time Home Buyer Credit
- 8283, Section A, Part 1 – noncash contributions to charity exceeding $500 but are less than $5,000
- 8606 – Nondeductible IRA Part 1
- 8812 – Additional Child Tax Credit
- 8863 – Education Credits
- 8949 – Sale or Disposition of Assets
- 9465 – Installment Agreement
- 8379 – Injured Spouse
- 1040X – Amended Returns back 3 years
- Schedule K-1 for only interest, dividends, capital gain distributions and royalties
- Cancellation of Dept — 1099-A and/or 1099/C and Form 982
- Health Savings Accounts – 1099-SA and Form 8889
- Affordable Care Act: Premium Tax Credits
Call 541-592-6139 for appointment
Or Click HERE to make your own appointment
IV Family Coalition
535 E. River St., Cave Junction
NEW! Every other Saturday: 9:30-1:30 (see calendar of appointments)