Submitted by Richard K. Mazow, Esq.
Starting on Monday, Feb. 6 and continuing through Friday, April 14, the Bedford COA and the Bedford Library are once again offering free tax assistance primarily for low to moderate income seniors.
Generally, most appointments are 45 minutes in length depending on the complexity of the return. When the client leaves the interview, they take all their documentation with them so that nothing is left with the volunteer and the return is subsequently electronically filed with the client’s permission.
There are limited returns that are “out of scope” that we are not permitted to prepare, such as rental properties as well as some business returns, but in general, most every other return is acceptable.
All volunteers are required to pass an IRS examination before they are permitted to prepare a tax return and always work in pairs so that no deduction or credit is missed.
Many taxpayers are unfamiliar with the Senior Circuit Breaker Tax Credit, a refundable credit of as much as $1,170. Eligible taxpayers who may not be required to file a tax return because of low income may obtain this refund simply by scheduling an appointment and filing a state tax return.
After you schedule an appointment, you will receive a letter outlining the documentation we require as well as an Intake form that you need to complete in advance of the meeting. If you need to cancel an appointment, please call so that another taxpayer can be scheduled in that same time slot.
To schedule an appointment at the COA, call 781-275-9440 or to schedule a Friday or Saturday appointment at the Bedford Library, please fill out the form at https://bit.ly/BedfordTaxAide (preferred) or call 978-245-6798 and leave a message.
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