Savannah & Hinesville

How We Will Prepare Your Tax Return: You may come in at any time to have your taxes prepared.  No appointments are given to start the process.  We will prepare your return following the IRS and Tax-Aide requirements for Drop-Off service.  Please pick up an 13614-C (Intake/Interview & Quality Review Sheet) at one of the above Libraries. You may also download the 13614-C (fillable form) from:
THIS LINK

Prior to arriving at the site, please read and completely fill-in the 13614-C form and collect all of your tax documents.  These documents include any W2’s, 1099R’s, Social Security income, Interest, Dividend, and Broker statements and Identity Theft Pin from the IRS if you have one.  If you had Market Place Health Insurance last year, be sure to bring your 1095-A form.  Also bring last year’s tax return and a blank check for direct deposit/debit.  You must also bring your driver’s license or photo ID for you and your spouse if you are married, and social security cards for all taxpayers and dependents.  

We cannot prepare returns where W-2 or 1099-R forms show state tax withheld by any State other than GA or SC.

Tax-Aide volunteers, in your presence, will review your documents and complete a thorough interview based on the documents that you provide.  After the Interview is complete, volunteers will inventory your tax documents and ask you to verify that inventory.  You will then be given an appointment day and time to come back to review your completed return.

Your documents are stored in locked, secure storage when they are not being used to prepare your return.  Tax-Aide Counselors will prepare your return and have it ready for your return appointment when you will receive an explanation and copy of your tax return. You and your spouse if married will sign an IRS form that will allow us to electronically file your return, and your tax documents will be returned to you.  You will be asked to verify that all of the documents you provided to us were returned to you.

The State of GA no longer mails 1099-G forms (Unemployment Insurance Payments or GA Tax Refunds). Go to the GA Dept of Revenue website: https://gtc.dor.ga.gov to log in, download and print your 1099-G form (and 1099-INT if GA paid you interest).

If you or your spouse had an unborn child with a detectable human heartbeat, you may claim a dependent personal exemption on your Georgia tax return in the amount of $3,000 for each unborn child.  The unborn dependent exemption cannot be claimed if the child is born during the same tax year.  If appropriate, make this known to the tax preparer.

Out of Scope Returns (we are not able to prepare)
House rental income, Active military income, Farm income, States that collect income tax other than GA and SC, self-employed businesses with expenses > $50,000, home office expenses, or auto expenses other than mileage, Capital gains on futures, options, and digital currency, Deductions for casualties and moving, Credits for plug-in electric cars and solar panels, Income > $250,000 requiring form 8959, 8960, 8995A or AMT.2

Itemized Deductions
If you have deductions over the standard deduction and plan to itemize deductions, fill out the Itemized Deductions Worksheet (fillable form) from:
THIS LINK

Self-Employment
If you are self-employed, fill out the Self Employment Worksheet (fillable form) from:
THIS LINK