Rep. Marilyn Lane Hosts Free Tax Preparation Event

Specialists on hand will help low-income citizens maximize their refund
Friday, February 17, 2012

State Representative Marilyn Lane (Fraser) will sponsor an upcoming tax preparation event from 9 a.m. to 2 p.m. on Friday, Feb. 24 at the Fraser Senior Activity Center, 35935 Hidden Pine Drive, in Fraser. The event will give single filers with an income of $25,000 or less or families with an income of $50,000 or less the ability to have their returns completed for free.

“Tax preparation can be a daunting task for many families in our area. There are numerous tax credits and deductions available, but it often takes working with an experienced tax professional to take full advantage of them,” Lane said. “That’s why I’m glad to be bringing people who can help to the residents of Macomb County.”

The tax preparation work will be completed by members of the Accounting Aid Society. People who want to have their taxes prepared must bring all the necessary documents with them, including:

  • Identification and Social Security numbers for yourself, your spouse and each dependent.
  • Amount of annual heating costs incurred between Nov. 1, 2010 and Oct. 31, 2011.
  • The taxable value of your home and the summer and winter property tax bills (for homeowners).
  • Your lease or rental contract and rent receipts (for renters).
  • Your bank or credit union name, routing number and account number for direct deposit refunds.
  • Income statement and forms, including:
    • A copy of last year’s return, if available
    • Wage statements (W-2)
    • Unemployment (Form 1099-G)
    • Pension (Form 1099-R)
    • Social Security (Form SSA-1099)
    • Interest/dividends (Form 1099-INT or 1099-DIV)
    • DHS annual statement
    • Child support annual statement
    • Gambling/lottery winnings (W-2G)
    • Miscellaneous income (1099-MISC)
    • Any other documentation
  • Proof of expenses, including:
    • Energy efficient home appliances and improvements receipts showing Energy Star rating
    • Residential electric bills
    • Medical or HMO premiums paid for self and/or family members
    • Dependent care expenses
    • Student loan interest or tuition and course materials

“I am proud to be able to offer this valuable resource to our community,” Lane said. “Navigating the tax system can be difficult and confusing. I’m glad our families won’t have to figure it out alone.”