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Tax Counseling for the Elderly

The SeniorAge Area Agency on Aging TCE program provides free tax preparation and assistance. IRS-certified volunteers specialize in questions about pensions and retirement-related issues unique to seniors. They will prepare federal and state tax returns and Missouri Property Tax Credit (and rent rebate) forms. Adults 60 years of age and over will be given priority, but other ages can receive the service after older adults have been served.

Documents to bring:

  • Photo ID for taxpayer and spouse
  • Social Security numbers (or Form 1099-SSA) for the individual, spouse, and all dependents
  • Birth dates for taxpayer, spouse, and dependents
  • Documentation for all income, usually a Form W-2 or 1099, and child and dependent care expenses
  • Bank account and routing numbers (if using direct deposit)
  • Affordable Care Act information (Form 1095-A, 1095-B, or 1095-C).
  • Copy of last year's federal and state tax returns and real estate tax receipt
  • To file a joint tax return electronically, both spouses must be present to sign the required forms

TCE sites will operate February 1-April 14 and all require appointments. Contact your nearest SeniorAge Senior Center or call 417-862-0762 after January 16, 2017, for further information.

Ash Grove Sunshine Center, 310 N. Perryman, Ash Grove, by appointment only, (417) 751-3826
Feb. 7-April 11. Call for an appointment.

 

Great Southern Bank (the building behind the bank), 507 E. Kearney St., Springfield, by appointment only, (417) 823-8084
Feb. 1-April 14. Call for an appointment.

 

Mercy Seniors (Smith Glynn Callaway -- 4th floor), 3231 S. National, Springfield, by appointment only, (417) 841-0333
Feb. 1-April 13. Call for an appointment.

 

Meyer Orthopedic and Rehabilitation Hospital, 3535 S. National, Springfield, by appointment only, (417) 862-0762
Feb. 2-April 13. Call for appointment.

 

Northview Center, Doling Park, 301 E. Talmage, Springfield, by appointment only, (417) 837-5808
Feb. 2-April 14. Call for an appointment.

 

Republic Senior Friendship Center, 210 E. Hines, Republic, by appointment only, (417) 732-7672
Feb. 2-April 13. Call for an appointment.

 

Rogersville Area Senior Center, 197 Marshall St., Rogersville, by appointment only, (417) 753-7800
Feb. 2-April 18. Call for an appointment.

 

South Side Senior Center, 2215 S. Fremont, Springfield, by appointment only, (417) 890-1313
Feb. 1-April 13. Call for an appointment.

 

Strafford Senior Center, 201 W. Bumgarner, Strafford, by appointment only, (417) 736-9898
Feb. 1-April 13. Call for an appointment.

 

 

Return to the Free Tax Help page.


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