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AARP Tax-Aide at Western CT Area Agency on Aging

Free income tax assistance will be provided at Western CT Area Agency on Aging, 84 Progress Lane, Waterbury, by AARP Tax-Aide volunteers. Counselors have been trained and are certified by the IRS to prepare a range of Individual income tax returns.

Appointments are scheduled on Thursday & Friday mornings, from 9:00 AM to 12:00 AM beginning February 2nd through Thursday, April 13 th for low to moderate income taxpayers of all ages, with special attention to those 60 and older. Call (203) 757-5449 to schedule an appointment. It is recommended that all taxpayers plan to arrive10-15 minutes prior to their appointment so counselors can work with them to organize their tax documents. It is essential that they bring everything of a tax nature. You can request a copy of “Taxpayer Required Documents” for 2017 by calling the WCAAA. The list also appears below.

A signature from each taxpayer is required once the return is finished and a Quality Review has been conducted. Joint filers must both sign. You will then be provided with a printed copy of all documents included in e-filing your return. If there may be uncertainty completing your return, Tax-Aide will be happy to clarify what we can do and, otherwise, refer you to seek other assistance. The responsibility for filing a complete and accurate return remains with the taxpayer(s). AARP Counselors will provide tax assistance based on the information and documents provided by the taxpayer(s).

 

AARP FOUNDATION TAX-AIDE – 2017 TAXPAYER REQUIRED DOCUMENTS

Tax-Aide volunteers certified by the IRS will assist you, the taxpayer(s), in preparing a complete and accurate return. Please be sure you have the following documents with you.

Tax-Aide volunteers certified by the IRS will assist you, the taxpayer(s), in preparing a complete and accurate return. Please be sure you have the following documents with you.

  • Picture ID for taxpayer(s) that are present when the return is being prepared.
  • Social Security cards, ITIN documentation, or suitable confirmation for all persons included on return.
  • Copy of your prior year’s (TY2015) Federal and State tax returns and related documents.
  • Income documents including: Wages (W-2), Interest (1099-INT), Dividends (1099-DIV), Non-Employee Income (1099-MISC), Pensions/Annuities & IRA Distributions (1099-R), Unemployment Compensation (1099-G), Social Security Benefits (SSA-1099), Gambling Winnings (W-2G), Self-Employment Income, Other Income (Poll Worker, Jury Duty, Prizes, etc.).
  • Brokerage statements (1099-B) or other documentation showing sale of capital property (stocks, bonds) showing acquisition date & cost basis, sale date & net amount. Also, any capital loss carryover from prior years.
  • Healthcare insurance documents covering all member of household including that purchased through Marketplace/Exchange (1095-A), independent health insurance (1095-B), and employer-provided (W-2, Box 12, Code DD; or 1095-C). Note month(s) if taxpayer(s), dependents, or other household members did not have full-year coverage. Bring any IRS or Marketplace exemption letters.
  • Potential itemized deduction records/receipts may include: health insurance premiums (Medicare on SSA-1099), Long-term care insurance, medical mileage, medical non-reimbursed expenses (doctors, dentists, prescriptions, insulin, hospitals, tests, medical accessories), charitable donations (cash, non-cash), property taxes (real estate, vehicle registration based on value even if not itemizing for $300 CT state credit), state sales tax on large motorized purchases (car, truck, boat, RV), mortgage interest & insurance premiums, and gambling losses (to the extent of winnings).
  • Expenses paid in 2016 that may qualify as adjustments, deductions, or credits such as: student loan interest (1098-E), self-employment business expenses & mileage, education (tuition [1098-T], other qualified expenses), child and dependent care expenses,
  • Start date of pensions or annuities payments and spousal beneficiary inclusion if taxpayer made taxable payroll retirement contributions.
  • Bank check with taxpayer name(s) for direct deposit of refund or direct debit of balance due. A voided check is not required.

Tax-Aide will adhere to an appointment schedule to the best of our abilities. Each return is different in both content and preparation time required. You are expected to complete the first 3 pages of the “Intake/Interview & Quality Review” form provided upon your signing in. We encourage you to actively participate in all aspects of preparing your return including answering questions needed to determine taxable income as well as calculating credits, adjustments, and deductions.

We do require a signature from each taxpayer/spouse once the return is finished and a Quality Review has been conducted. You will then be provided with a printed copy of all documents included in e-filing your return. If there may be uncertainty if our site can complete your return, we will be happy to clarify what we can do and, otherwise, refer you to seek other assistance. The responsibility for filing a complete and accurate return remains with the taxpayer(s). We will provide tax assistance based on the information and documents provided by the taxpayer(s).

 

New WCAAA Family Caregiver Guide Available

Caring for a family member or friend who has become ill or incapacitated can be a daunting task. Whether you became a “family caregiver” suddenly or over a period of time, you are probably overwhelmed with everything you need to do and to know. That is why we put together this Guide of information and resources. Click here or the Family Caregiver Guide is ready to download from our Publication Tab on our website.

 

Who's Watching Your Wallet?

The Western Connecticut Area Agency on Aging will present information on “Medicare Fraud, Abuse and Scams” this fall. Have you ever been puzzled over all that information in your Medicare Summary Notice?  Are you being billed for services you didn’t receive? Are you concerned by the kinds of scam and abuse that are directed at seniors like you? Would you like to acquire the sort of know-how you can use to defend your self? Click here for information about Medicare fraud, abuse and scams presentations near you.

 

Police Alert Public to Bank Scam

The police department is warning residents of a scam involving a fraudulent letter from TD Bank. A resident received a letter last week on bank letterhead, giving it an aura of legitimacy. However, it's fake, police said. In the letter, a bank account executive claims he's looking for next of kin for a $47.5 million bank account. The letter says a person with the same last name as the recipient died in a car crash. The writer asks the recipient to contact him at an email address. Anyone who receives a similar letter is asked to report it to police.

 

New WCAAA and CT Community Foundation Transportation Resource Guide Available

Transportation is a challenge for many residents of northwestern Connecticut – especially older adults, people with disabilities and others who rely on public transit. Western CT Area Agency on Aging (WCAAA) and Connecticut Community Foundation (CCF) are pleased to send you the newly updated “Transportation Resource Guide for Northwestern Connecticut.” We hope that this directory will assist community residents to get the rides they need and want.

 

Cancellation of WCAAA Meetings

In case of inclement weather (hurricanes, flooding, snowstorms), please consult the following TV stations before leaving your house to attend a WCAAA meeting, or call the WCAAA office 203-757-5449 for a message:

NBC –WVIT

ABC – WTNH

CBS - WFSB


What is Community First Choice?

Community First Choice (CFC) is a new program in Connecticut offered to active Medicaid members as part of the Affordable Care Act. This program allows individuals to receive supports and services in their home. These services can include—but are not limited to—help preparing meals and doing household chores, and assistance with activities of daily living (bathing, dressing, transferring, etc.). Educational services will be available to help you increase your independence, and learn how to manage your in-home staff. Click here for more information  


Submission Tips for Connecticut Home Care Program
The Connecticut Home Program is designed to help elderly persons and young persons with a disability to remain safely in their homes with the proper supports and services in place rather than being institutionalized.  Persons needing services must require assistance in at least two area of their daily functioning and meet the program's financial eligibility requirements.  Referrals are accepted by telephone by calling 1-800-424-4904 or by completing the online application. CHCPE Online Application  Click here for submission tips for referral

Transitioning from Access Health CT to Medicare
Access Health CT provides health insurance to individuals without health coverage. It is not designed to replace or coordinate with Medicare. If you are 65 years old and you have worked at least 10 years, you should transition to Medicare when eligible to avoid gaps in medical coverage and Medicare premium penalties. Click here for more information

Medicare Savings Program (MSP) Income Limit Changes

If you qualify, you may be eligible for assistance with your Medicare costs and obtaining Medicare Part B

MSP Program

Monthly Income      

Single Person

Monthly Income      

Couple

QMB

$2088.90

$2816.85

SLMB

$2286.90

$3083.85

ALMB

$2435.40

$3284.10

Income levels effective March 1, 2016

All three levels pay the Medicare Part B premium ($104.90 or $121.80, for most) and it eliminates the premium penalty. The State can purchase Medicare B for you back 6 months if you failed to enroll on time. It also enrolls you automatically in Extra Help for your prescription coverage, which pays some or all of the Medicare Part D premium costs and your co-pays are reduced to no more than $7.40 for each medication. QMB acts like a Medicare supplement and pays the out of pocket expenses for Medicare Part A and B. It will also purchase Medicare Part A if you are not eligible for premium free Part A.

WCAAA now offers Social Security Express

Social Security Express is a quick and easy way to access online Social Security services: check your benefits and earnings record, see the amount of taxes you’ve paid, find out what you may receive in future benefits, request a benefit verification letter, change your address and phone number, start or change your direct deposit, request a replacement Medicare card and more…
To make an appointment, please call WCAAA, CHOICES Department at 203-757-5449

 

How To Use Your EBT Card
If you receive QMB and SNAP (Supplemental Nutrition Assistance) from the  State of Connecticut you will receive an EBT (Electronic Benefit Transfer) card. The most current card has a QUEST logo on the back of the card. The card is silver-grey in color and says "State of Connecticut, Department of Social Service, ConneCT Card" on the front. You will also see your client ID number. In order to use the EBT card for QMB medical, the provider must accept Medicaid assignment. Benefits for SNAP (nutrition assistance) will be available on the same day every month, depending on the first letter of your last name.


Observation Status
On October 1, 2014 the law went into effect in Connecticut that hospitals in Connecticut have to give oral and written notice to patients placed on "Observation Status" for more than 24 hours. This statement tells the patient that observation status may affect the patient's Medicare, Medicaid or private insurance coverage for hospital services, including medication and pharmaceutical supplies or home or community-based care, or care at a skilled nursing facilty upon discharge. It is absolutely necessary that a person understand the implications of being placed on "observation status".


Please check our calendar for events