Tax season is upon us. As a 6-year volunteer for the AARP Tax Aide program, I offer some information about our program and a helpful link from the “Your Money Advisor” section of the New York Times.
And this just in:
The IRS has been working fast and hard to implement new tax policies that may assist those who suffered from losses due to the hurricanes in 2017. If you live in an area (or lived at the time–in case you moved) that was declared a federal disaster area, and you suffered economic losses for which you were not compensated, there may be some tax relief for you. Casualty Losses are out of scope for the Tax Aide program, but if you took money out of a 401K or IRA to cover damage or housing expenses or if you lost income from work, there may be options that can help you. See a tax counselor or go to IRS.gov for more information.
AARP Foundation Tax-Aide celebrates its 50th anniversary in 2018
Beginning February 1 and continuing through April 17, AARP Foundation is providing free tax assistance and preparation through its Tax-Aide program. AARP Foundation Tax-Aide, celebrating its 50th year, is the nation’s largest free tax assistance and preparation service. Over the last 50 years, we’ve helped more than 50 million taxpayers get the tax credits they deserve.
To find a Tax-Aide site or more information, including which documents to bring to the tax site, and a list of locations, visit aarpfoundation.org/taxaide.
Here are a few highlights about Tax Aide:
- While the program is especially geared to help low-income older taxpayers, all are welcome.
- Some returns may be “out of scope” for our volunteers due to complex tax laws, or limitations within the software, or available training for Tax Aide counselors. Each site reserves the right to determine whether a return is within their abilities to file it. Tax Aide is funded in part by an IRS grant specifically for Efiling returns. The program does not prepare “sample or draft” returns or paper returns.
- There’s no fee and no sales pitch, and AARP membership is not required.
- Tax-Aide started in 1968 with four volunteers working at one site. Today, nearly 35,000 volunteers serve in almost 5,000 locations in neighborhood libraries, malls, banks, community centers and senior centers, in all 50 states and the District of Columbia from February 1 to mid-April.
- Tax-Aide volunteers identify credits for taxpayers — $222 million in Earned Income Tax Credits (EITC) in 2017. Communities benefited from the $1.3 billion in refunds taxpayers gained in 2017. Taxpayers also avoided any tax preparation fees and pitches for high-interest tax credit or refund loans.
- The program goes where community residents are; assistance is provided at community and neighborhood centers, libraries, schools and other convenient locations.
- No matter the changes to tax codes or laws, Tax-Aide provides a trusted service.
- Tax-Aide volunteers are trained and IRS-certified each year to ensure they know about and understand the latest changes and additions to the U.S. Tax Code.
- There is no Tax-Aide without volunteers. Tax-Aide volunteers are essential to the program. Each year, nearly 35,000 volunteers run the program, from greeting taxpayers to preparing taxes.
OF MOST IMPORTANCE FOR THOSE WHO USE OUR SERVICE:
- BE PREPARED: Bring photo IDs for both Taxpayer and Spouse (if applicable) and Social Security cards or ITIN documents for ALL people included in the return. Keep in mind that if you are “Married Filing Separately,” you will still need your spouse’s social security verification. It is always helpful to bring a full copy of last year’s tax return.
CHECK OUT THIS LINK FROM THE NYTimes for more tax season information:
Breathe and release. Catch and release. Feel the pain. Release.
Living with chronic pain in the new year overtook all intentions to create a serious list of resolutions, a mindful sense of purpose for the next many months. Instead, I amend my daily to-do-lists in new ways.
Do I really need to take all those steps down the grocery dairy aisle? Can we survive another day without yogurt?
When writing lesson plans for training classes, I consider how long I will stand at the computer, clicking forward through power point slides. How long must I perch atop those brutal folding metal chairs? More classroom breaks, more often!
I choose to drive or be the passenger based on which leg or hip is aching more. My right side? I willingly relinquish the car keys. My left side? Move over and let me drive, please!
If ever I failed to empathize appropriately with anyone experiencing pain of any kind, I beg forgiveness.
The Dali Lama proposes: “Pain is inevitable; suffering is optional.”
I imagine my upcoming physical therapy regimen will require pain. I will be coached to push through it, to conquer the suffering and get to the other side. My new orthopedic doctor diagnosed me with one x-ray and three pokes of a single finger–once to the fleshy part of each hip, once to my lower back. Nodding his head at his assistant, the doctor stated he was referring me to his partner, a spine and bursitis specialist, to treat me for severe arthritis in my lower lumbar region and bursitis in both hips. I had thought an old muscle injury flared up. Apparently not.
Humbled, I remain hopeful. I explore my tolerance for things outside my control, and re-acquaint myself with the adage that it’s not the pain or the suffering as much as how you respond to it. So there lies my resolution, my aspiration.
Feel the pain. Release.
An interview in the New York Times with playwright/satirist/director Robert O’Hara encapsulated the trajectory of my year–the intent of my December 31, 2016 resolution–with this statement: “Being private is not helping.” Sadly, I did not articulate my goal to become an advocate of change nearly as clearly. But that is the gist of it: be outspoken, out there, real, loud, visible. Granted, as a people-pleasing, conflict avoiding, occasionally passive-aggressive introvert, my out there may not be very loud. But my ears ring and my palms sweat as soon as I hit that “send” or “publish” or “post” button.
Hubris does not drive me. I don’t think I have any better ideas than the next person about how to fix the tax plan, prevent mass killings, or safeguard medicaid and social security. But I have found that avoiding discourse, NOT talking about what is going on around us is not helpful. For years, the general rule has been, “don’t talk politics” at dinner, in the grocery store aisle, in the back yard with your neighbors. Wrong. Talking politics is exactly what we should be doing, and values, and how we voted and why. And religion. Yes, we should talk about religion. How else will we understand our neighbors, the Muslim owner of the local deli, the Vietnamese manicurist, or the banker from Ghana who processed our car loan?
I live in a small town where I am in the minority: I don’t own a gun. I would benefit from better understanding why my neighbors do. Then, perhaps, I can advocate for gun control more effectively.
My next New Year’s resolution is more of the same, because being private is not helping. Explore your discomfort zone, people. A diverse, collaborative society does not happen unless everyone shares their views. Listen. Listen loudly.
After a day and a half of sifting and chopping, the friends and family holiday treats sit ready on our kitchen island, awaiting delivery. I took a few shortcuts this year, eschewing the Santa’s Whiskers and Slovakian Butter Cookie cut-outs for good old Toll House, and I bought fudge for the first time. Sorry, Mom–nothing compares to your carefully crafted “Millionaire” version. But the Apple Bread remains. The scent of cinnamon and apples perfumed our home while Christmas carols performed by country artists serenaded us. I measured and stirred, seasoned and baked.
This morning, assembling cookie tins, portioning salted caramel brownies, and wrapping moist loaves of apple bread, I remembered all the moments of the past year, sweet, savory, salty–the taste of fear and disappointment, the surprise of joy, the comfort of waking up to tomorrow, the scent of forgiveness.
May your holidays allow you time to reflect, provide a taste of memories to come, and infuse you with joy.
My husband and I met while I was making the last batch of hollandaise for the last plates of eggs benedict served at the last Sunday brunch on the last day I co-owned The Purcellville Inn in Loudoun County, Virginia. I hated him on sight.
Out of admiration and in perfect innocence, David had made his way through the service doors in the main dining room, down the stairs, and into my kitchen. As I stood whisking clarified butter and tears into a cloud of egg yolks, I listened incredulously to him extoll the virtues of a good hollandaise.
“Where does this guy get off?” I wondered. “And when will he leave?”
Unaware of my disdain, David thanked me for my time, wished me luck in my new endeavors, and ambled his way back to his table.
Eighteen months later we met again, in the copy room of a law office near the White House where the catering company I consulted for set up a remote kitchen in preparation for a swank Christmas party. David was to be our “fireman” and general dog-body trouble shooter. Ironically, he did put out a fire that night caused by a food hotbox overheated by sterno tins. He ordered my catering partner to stand atop a chair. As she held her apron aloft, fanning the fumes away from the smoke alarm, David smothered each flaming can of fuel. I whisked boiling cream into dark chocolate for dessert fondue, thinking, “Maybe this guy’s okay.” Six months later, we fell in love.
Last year, we bought our first pre-lit, slowly spinning Christmas tree. I no longer have to worry about where to put my favorite Christmas kitchen ornament. The small beribboned whisk rotates into view every ninety seconds or so. I remember my tears dropping into the hollandaise, and how lucky I was to find my true love through sorrow and fire and food, whisking my way to happiness.
May you stir up a little love and joy this holiday season.
On our first Christmas in the first home we owned (our fourth Christmas in Florida), a co-worker gifted each of our children with a stuffed bear. She handed the smaller package to our youngest child, Ally. Matthew waited patiently for his younger sister to unwrap her package, taking delight in showing her how to press the belly button on the little fellow. A holiday carol played. When Matthew unwrapped his somewhat larger package, a simple ribbon adorned his bear, instead of the festive tartan plaid vest and bow tie worn by Ally’s bear. Ally reached out and christened Matt’s toy “Bearsy!”
As children do, they swapped presents and both bears sat beneath our Christmas trees for years to come. Little bear eventually lost his bow tie, and who knows what happened to the vest, or when the carols stopped playing. As the older child, our son lost interest in little bear early on, but Ally had love enough for both, as well as all the stuffed animals to come. She never slept or traveled without a bear, finding comfort in her dreams and waking moments.
Only Bearsy survives. I found him this summer in a bin of clothes and shoes Ally gave me her okay to donate when I cleaned out closets. With his coat worn smooth, his nose shined, and new satin ribbons tied round his throat, he once again sits beneath our Christmas tree. Perhaps, he will strike up a friendship with the little bear ornament we picked out years ago, an echo of old friends. Ally won’t be home for Christmas this year, but Matthew will be here to help celebrate and reminisce about Christmases past, and a little blue-eyed girl with blonde curls who loved her bears.