Spring is finally here, and it’s not the only season creating a stir here at Southgate at Shrewsbury. It’s also tax season, and before you know it, the filing deadline of April 18 will be here. Fortunately, if you haven’t filed your taxes yet, you may be able to receive free assistance to complete the process, so you can make that deadline without any stress.
That’s right—you may be eligible to receive free help preparing your tax return, regardless of whether you are one of our assisted living or independent living residents. That’s because all adults 60 years of age or older qualify for free assistance under the IRS Tax Counseling for the Elderly (TCE) program.
If the thought of using a free service makes you feel uneasy, you can rest assured knowing that the volunteers receive extensive training and undergo a rigorous certification process. Furthermore, they have access to comprehensive technical assistance to ensure they offer the best possible service.
The IRS relies on volunteer programs like this to help it succeed in its mission to better serve the groups it thinks might need extra assistance at tax time. This includes seniors in retirement communities, nursing homes and assisted living communities. By taking advantage of this program, you not only make the process easier on yourself, you help the IRS by ensuring that all your forms are filled out correctly the first time.
Each TCE center sets its own schedule and determines its own date for ceasing services, and many close their doors a few days prior to April 18. So if you are interested in this program, it’s a good idea to make an appointment as early as possible. You can search for TCE centers in the local area and find their contact information online at https://irs.treasury.gov/freetaxprep/. Once you set your appointment, you can view a list of material that you need to bring with you at https://www.irs.gov/individuals/checklist-for-free-tax-return-preparation.
Here at Southgate at Shrewsbury, we want to ensure that all of our residents in our continuing care retirement community feel comfortable with the tax preparation process and can access any assistance they need, so if you have any questions about arranging chauffeured transportation to and from a TCE center or another tax preparation location, please don’t hesitate to contact us.