University offers free tax prep assistance
The accounting department in the School of Business at George Fox University will again offer free tax preparation and e-filing assistance to local residents on dates in February and April.
The aim of the annual Tax-Aide program is simple: help taxpayers prepare their returns. The service is especially geared toward seniors, students, low-income individuals and those who have limited English proficiency, although all but those with most complex returns are eligible for assistance.
Help is available from 1 to 7 p.m. Feb. 16 and April 6 and from 9 a.m. to 3 p.m. Feb. 17 and April 7 in Room 103 of the Hoover Academic Building on campus. All sessions are first come, first served and a sign-up sheet will be available 30 minutes prior to each session.
Those seeking help with their returns must bring photo identification, a Social Security card or individual taxpayer numbers, birthdates for family members, the current year's tax package (if they received one) and all appropriate tax forms, such as W-2, 1099-INT and 1099-DIV, SSA-1099 or RRB-1099, 1099R, etc.
If applicable, patrons should also bring a list of child tax credit information; a list of medical, taxes, interest, contributions and miscellaneous expense; child and disabled dependent care information; bank routing and account numbers and a copy of their 2016 federal and state returns.
GFU's program works in conjunction with the IRS, AARP and the Oregon Department of Revenue. The service also allows patrons to e-file their taxes, allowing for returns to be processed faster. To e-file a joint return, both spouses must be present to sign the required forms.
For more information, call Seth Sikkema at 503-554-2813.