|It’s crunch time for Elderly Tax Counseling|
|Thursday, February 14, 2013 2:12 PM|
The volunteer assistance will help adults with the process of preparing and filing their taxes, ensuring they receive all applicable tax credits and deductions. The result is more discretionary income for everyday essentials, such as food and housing.
Shirley Jarman and Ron Hefner, who received extensive training from H&R Block, will be in charge of the “intake” portion of the program, which requires the following documentation:
The tax forms are prepared on Monday during the intake portion of the program and sent over to the Lima TCE site on Tuesday where they are electronically filed (E-filed). On Monday of the following week, the client (tax filer) attends an exit interview where he or she inspects the forms, asks questions and then signs a release form. The tax filing is complete and the filer can look for their refund to arrive via direct deposit or paper check, whichever they have chosen.
“We do have some stipulations though; things we are not trained on,” Jarman gave details. “We don’t handle income made from rentals or property that depreciates.”
Alternately, the Lima TCE site, located at 221 N. Main St., is also taking appointments from 9 a.m. to 4 p.m. throughout the week. Receptionist Sue John reports that the Lima site has been very busy and people can walk in to set up an appointment.
“We make appointments for Monday through Friday,” John stated. “We are booked until March 22.”
In addition, the Van Wert Council on Aging, located at 220 Fox Road is also taking appointments from 8:30 a.m. to 3:30 p.m. for March 20 and 27. AARP Foundation Representative, Ralph Strope explained the process of filing at the facility. He and another representative work in tandem; one person gets the information from the client, the other inputs it (E-files) into the computer and runs a diagnostic check for any glitches or errors.
“This facility is online with the IRS,” Strope conveyed. “So, after the client verifies their pertinent information and signs a release form, we proceed with E-filing their return. The only thing we charge is a smile and a thank you.”
To schedule an appointment call the Delphos Senior Citizen’s Center at 419-692-1331, the Lima TCE site at 419-225-9405 or the Van Wert Council on Aging at 419-238-5011.