Tax Aide Counseling

Preparations will be by appointment only, with reservations beginning Monday, January 13, 2025 at the County senior center locations. Appointments will be filled on a first-come, first-served basis. There are no guarantees that appointments can be rescheduled if necessary. Anyone who thinks that there may be a delay in receiving their 2024 tax documents is advised to schedule an appointment for later in the season.

Clients are asked to arrive to their appointments 15 minutes early to complete paperwork. To request an American Sign Language interpreter or other accommodation, proceed with scheduling an appointment and then call 410-887-3101.

To help facilitate the preparations, the following documents, as applicable, are required:

• Last year’s tax return. Those who did not file last year should bring the form for the last year filed
• Photo Id for all persons claimed on the tax return
• Social Security Card for all persons claimed on the tax return
• List of all deductions and expenses to be claimed  
• W-2’s
• 1099-R’s
• 1099-MISC
• SSA-1099 (Social Security)
• RRB-1099 (Railroad Retirement)
• 1099-INT (Interest)
• 1099-DIV (Dividend)
• 1099-G (Unemployment) estimated tax information
• W-2G (Gambling)
• 1099-G (State Tax Refund)
• Form 1095-A for Marketplace health insurance
• Homeowner's or Renter's Tax Credit Application
• Stocks-Bring record of the original purchase price of the stock and date of the purchase

This list is intended to provide an idea of what to bring to your scheduled appointment, but is non-inclusive.