FIRST FAMILY FEDERAL CREDIT UNION AND AARP PROVIDE FREE TAX PREPARATION

Henryetta, OK – FFFCU and AARP team up again for the sixth year, providing free tax preparation  for the citizens of Henryetta and the surrounding areas. This service is not just for the members of (AARP or FFFCU), anyone from the community can benefit from this service as long as their taxes fall within the parameters of our training.

These ladies are in training to learn the new tax laws and prepare your tax returns.

With a combined 65+ years of tax preparing experience they’re bringing serious know-how to help out folks like you. There are two preparers that retired from the tax field Kathy Graffman and Shirley McCowan, Amber Pippin has 6 years experience preparing taxes also Heather Berry with 5 years of experience, Andrea Britt has 4 years of experience, and Amber Mordecai has 3 years of experience. We seriously know how to prepare your tax return. This service is offered free of charge, every Wednesday from February 5th, 2025 to April 9th, 2025 at the Briefcase, 313 West Main Street, Henryetta, Oklahoma. Hours are 9 AM to 3 PM every Wednesday. Packets will be available after the 23rd of January at the Henryetta Library, First Family Credit Union in Henryetta and Okmulgee, and will be available to pick up at the site (Briefcase) February 5th.

If you have any questions concerning your packet or eligibility, please call 918-268-8676 and leave a message and phone number, your call will be returned.

Last years impact on the community was returns prepared 324

 

Federal Refunds                  $317,232.00              Average Refund                  $   1,082.70

Total EIC                               $  61,482.00              Average EIC                         $   1,921.31

Average AGI                         $  40,835.67              Child Tax Credit                   $ 68,923.00  

Education Credit                  $  11,591.00              Advance CTC                       $ 23,092.00

Some comments received on the surveys were:

So helpful, kind, so nice, informed and efficient. Several said they did not know where to go for help and were so glad they came to us. A widow had not filed taxes in 5 years since her husband passed and said “he had always taken care of this” so she did not know what to do. We were able to help her.

We are so glad to be able to offer a program like this to the community, and with more volunteers we can continue to expand. 

 

How AARP Foundation Tax-Aide Can Help You Today

We offer free tax return preparation to anyone who needs it. AARP Foundation Tax-Aide volunteers are trained to help you file a variety of income tax forms and schedules.

In certain situations, however, our volunteers may be unable to provide assistance. The Volunteer Protection Act requires that our volunteers stay within the scope of tax law and policies set by the IRS and AARP Foundation. Here’s aguide to what our Tax-Aide volunteers can — and can’t — do.

We can prepare most returns with:

  • Wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits.
  • Self-employment income, with limits.
  • Most income reported on Form 1099-MISC. or Form 1099-NEC.
  • Schedule K-1 that includes only interest, dividends, capital gains/losses or royalties.
  • Charitable cash contributions
  • Qualified Business Income deduction.
  • Economic Impact Payments (aka Stimulus Payments).
  • Itemized deductions, including noncash contributions to charity that total no more than $5,000.
  • Cancellation of nonbusiness credit card debt.
  • IRA contributions — deductible or not.
  • Most credits, such as earned income credit, education credits, child/additional child credit and credit for other dependents, child/dependent care credit, premium tax credit, simplified method foreign tax credit, self-employed sick leave or family leave credit, and retirement savings credit.
  • Repayment of first-time homebuyer credit.
  • Estimated tax payments.
  • Injured spouse allocation
  • Health Savings Accounts (HSA).
  • Amendments to filed returns.
  • Prior three tax years’ returns.

*Oklahoma State Return

*Volunteer firemen’s credit

*Retirement deduction state

 We can’t prepare returns with:

  • Self-employment if there are employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements or

other complicating factors.

  • Hobby income or other activities not for profit
  • Complicated capital gains/losses, such as futures or options.
  • Complicated Schedule K-1.
  • Rental income, except land-only rentals or rentals of personal residence less than 15 days.
  • Royalty income with expenses if not from self-employment.
  • Tax on a Child’s Investment and Other Unearned Income (Kiddie Tax).
  • Farm income or expenses.
  • Moving expenses.
  • Some investment income or itemized deductions that are not included in our training.
  • Alternative Minimum Tax, Additional Medicare Tax, or Net Investment Income Tax.
  • Foreign financial asset reporting requirements.

*Most virtual currency investments or transactions.

*State home school and Private school credit

 Taxpayers will:

  • Provide all required information and documents to ensure the completion of your return
  • Sign-in at the tax site and follow the guidance of the volunteer
  • Complete the Intake Booklet fully and accurately
  • Participate in the intake interview, tax preparation and quality review process
  • Inform the volunteer of all income including cash, gambling winnings, etc.
  • Understand that some returns are beyond the program scope (see scope poster) or have complicated state or other issues. If your return falls outside the program scope, you must either prepare your own return or engage a professional preparer.
  • Ensure the return is complete and accurate before signing. Joint returns require the signature of both spouses.
  • Agree that you are responsible for the accuracy of the return
  • Treat volunteers with courtesy and respect
  • Questions? Call 888-687-2277 or email taxaide@aarp.org

 Tax-Aide volunteers will:

  • Treat taxpayers in a courteous and professional manner
  • Prepare tax returns within the scope of the program
  • Provide tax assistance based on the information and documents provided by the taxpayer
  • Quality review all tax returns
  • Respect taxpayers’ privacy and confidentiality

 Essential Documents to Have at the Tax Site

Government-issued photo ID for the taxpayer(s) on the return

❒ Social Security cards or ITIN documentation for all

❒ Copy of prior two year’s tax returns

❒ Income documents for wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security benefits and self-employment.

❒ Brokerage statements – sale of stocks or bonds

❒ Healthcare – Forms 1095-A if have marketplace insurance

❒ Mortgage interest, medical/dental expenses, charitable donations, sales, income or property taxes

Records of federal and state income taxes paid

❒ Educational expenses – Form 1098-T, student’s detailed financial school account; other education expenses

❒ Checking or savings account info for direct deposit of refund or direct debit of balance due

❒ Any other recent IRS or state tax department correspondence

❒ Please bring printed copies of all tax documents 

 AARP TAX AIDE SITES

Henryetta First Family Federal CU  3163 West Main ST, Henryetta, OK 77437

Shirley McCowan Phone: 918-268-8676

Wednesday’s   Feb 5, 2025to April 9th, 2025   9 AM to 3 PM

 

First Christian Church

706 N WHEELER AVE

 

SALLISAW

OK

74955-3035

Mr. James Anthony Mobile (918)773-2496 Wednesdays

McAlester Public Library, 401 N 2ND ST, McAlester, OK 74501

Receptionist  (918)426-0930 Gail Jackson

Monday’s Feb 7, 2025  to Apr 7, 2025 9 AM to 3 PM

Eufaula Community Center            121 High Street        Eufaula, OK

Friday’s February 14, 2025 to April 11, 2025  9 AM to 3 PM
Gail Jackson (918) 527-6334

Muskogee Oldham Baptist Church 
3605 Tahlequah St Muskogee, OK 74401

Vicki on Phone for appointments 918-924-5608
Sharon on site Thursday’s   February 1,2025 to April 15, 2025   9:30 A to 3:30 PM