RESEARCH Government

Government, Government  

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 older 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 Ave., Ash Grove, by appointment only Feb 7-April 11. Call 751-3826 for an appointment.

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

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

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

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

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

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

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

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

 

 

Return to the Free Tax Help page.


Find this article at

JavaScript disabled or chat unavailable.

Free wi-fi

Friends of the library

The Library Foundation

Bookmark and Share

Sign up for the newsletter

© Springfield-Greene County Library District