Tax services further modified

By Special to the APG NewsMarch 11, 2013

ABERDEEN PROVING GROUND, Md. - As a result of the recent Army-wide hiring freeze and overwhelming influx of clientele seeking income tax preparation assistance, the APG Tax Program staffing, hours of operation, and level of service has been further modified to reduce client wait times.

As of March 5, tax preparation consists of simple tax returns and will be prepared by appointment only.

Appointments will not be scheduled over the phone. Clients will be required to visit Client Services Division (CSD) in Bldg. 4305, third floor, room 317, on Tuesdays, Wednesdays and Thursdays from 8:30 to 10 a.m. for a complete review of the individual's tax documents.

Appointments

Upon review of all documents, CSD staff will provide the individual with a scheduled appointment or referral to other professional tax agencies. Appointments will be made on a first-come, first-scheduled basis until no appointments are available.

No appointments will be scheduled in April. Beginning April 2, tax preparation for simple tax returns will resume on a walk-in basis on Tuesdays, Wednesdays and Thursdays from 8:30 a.m. to 1 p.m. An early cut-off will be in effect daily.

The tax program will conclude April 11.

Most individuals who have simple returns with only the following sources of income will be eligible for service: wages, pension, interest and dividends, unemployment compensation, student loan interest, and social security payments.

In limited circumstances, child and dependent care expenses and some itemized deductions on Schedule A may also be eligible. Excessive deductions or schedules and forms will not be eligible due to length in preparation and limited appointment times.

State jurisdictions

Assistance with local and state tax returns from other state jurisdictions will also be limited. For example, if income was earned in more than one state, assistance will not be provided for the multi-state returns, or state returns when residing in one state while working in another.

Qualifying active duty service members, retirees, and family members who are eligible to receive simple tax preparation must first complete a series of required documents. These documents can be picked up at the CSD office or accessed online at www.apg.army.mil, Services, APG Income Tax.

Helpful documents

These documents are extremely helpful in gathering the information necessary to file an accurate return and must be completed prior to receiving service. An income tax provider list is also available as a courtesy to those individuals who will not be eligible for service.

Inquiries regarding income tax services may be directed to the CSD staff attendant at 410-278-1583.