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Free Tax Assistance to Area Seniors and Other Residents at SAGE Eldercare

Julie Pedersen

Monday, January 13, 2014 • 9:19am

Free tax counseling and preparation for middle- and low-income taxpayers, with special attention to those who are 60 years and older, is available at SAGE Eldercare, located at 290 Broad Street in Summit, on Thursdays from Feb. 13 through April 10 from 9:00 am to 12:00 pm.  The assistance is provided by AARP as part of a national Tax-Aide program through its foundation in conjunction with the IRS.  Area residents in Essex, Morris, Somerset, and Union Counties do not need to be a member of AARP or a retiree to use the service. 

During the nine-week program, SAGE will host trained volunteer tax preparers from AARP, who are trained by the IRS through the AARP Tax Aide program.

Registration for this service is required. Taxpayers should bring a copy of their 2012 Federal and State income tax returns; 2013 income tax packets; 2013 real estate tax bill; Federal information forms for 2013 (W-2 forms; SSA-1099 form; 1099s for interest, dividends and other income; 1099 for pension, annuity and IRA distribution; 1099-B forms for assets sold during the year); receipts or canceled checks if itemizing deductions; and, Social Security numbers for dependents.  

This is a confidential service and preparation is by appointment only.  To avoid end of tax season rush, late February, early March appointments are encouragedFor more information and to schedule an appointment, please call SAGE InfoCare at 908.598.5509.

For the past 60 years, SAGE Eldercare has been helping make the communities they serve an amazing place to age.  The organization provides a wide array of information, support, and services designed to help people lead the most independent and active lives possible.  From helping with errands, to exercise classes, community programs, and home health care, SAGE’s expertise helps older adults remain in their own homes.  SAGE is committed to being the leading provider of programs and services to meet the changing needs of older adults, their families, and caregivers throughout Union, Essex, Morris and Somerset Counties.  For more information, please call 908.273.5550 or visit www.sageeldercare.org.

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