SUMMIT, NJ — SAGE Eldercare will offer free tax counseling and preparation for middle- and low-income taxpayers -- with special attention to those who are 60 years of age and older -- on Thursdays from February 6 through April 9, from 9 a.m. to 12 p.m. The assistance is provided by AARP as part of a national Tax-Aide program through its foundation in conjunction with the IRS.  Area residents in Essex, Morris, Somerset, and Union Counties do not need to be a member of AARP or a retiree to use the service.

Specific dates include February 6, 13, 20, 27 March 5, 12, 19, 26, April 2 and 9. During the ten-week program, SAGE will host IRS-trained volunteer tax preparers from AARP. 

Making an Appointment

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This is a confidential service and preparation is by appointment only. To avoid end of tax season rush, earlier appointments are encouraged.  For more information, and to schedule an appointment, call SAGE at 908-598-5502.

What to Bring

Taxpayers should bring a copy of their 2018 Federal and State income tax returns; 2019 income tax packets; 2019 real estate tax bills; Federal information forms for 2019 (W-2 forms; SSA-1099 form; 1099s for interest, dividends and other income; 1099 for pension, annuity and IRA distribution; 1099-B forms for assets sold during the year); receipts or canceled checks if itemizing deductions; Social Security numbers for dependents; and, a photo ID, such as a driver’s license or passport.  

Since 1954, SAGE Eldercare has been helping make the communities it serves amazing places to age.  The organization provides a wide array of information, support, and services designed to help individuals lead the most independent and active lives possible.  From helping with errands, to exercise classes, community programs, care planning, and home health care, SAGE’s expertise helps older adults remain independent in their own homes.  SAGE is committed to being the leading provider of programs and services to meet the changing needs of older adults, their families, and caregivers throughout Union, Essex, Morris, and Somerset Counties.  For more information, please call 908.273.5550 or visit www.sageeldercare.org.

SAGE Eldercare is located at 290 Broad Street.