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News Story
Updated: 01/22/2014 08:00:04AM

Tax volunteers needed, especially in Bartow

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Volunteers are needed to help the AARP do taxes for people this season, with the biggest need in Bartow, said Bob Stock, the AARP taxaide coordinator.

This service is free and made possible by the AARP Foundation, the IRS and volunteers.

People can get help with their stocks at the following locations:


Bartow Public Library, 2150 S. Broadway. AARP may run an ad hoc site at the Library on March 7, 14 or 21 and by appointment only at time of this printing. 9 a.m.-2 p.m. Call 863-534-0131.


Lake Wales site, Episcopal Church of the Good Shepherd, 221 S. Fourth St. will be open 9 a.m.-4 p.m. Monday, 9 a.m.-noon Tuesday and Thursday.

Tax preparation will begin Monday, Feb. 3, and continues every Monday, Tuesday, and Thursday through April 15. Appointments are not necessary.


Latt Maxcy Memorial Library, 15 N. Magnolia Ave.

8:30-11:30 a.m. and 4:30-7 p.m. Monday, 8:30-11:30 a.m. Thursday. Goes from Feb. 3-April 14.


First Presbyterian Church, 104 Scenic Highway, Haines City. 863-422-0689. Open 10 a.m.-2 p.m. Thursday, Feb. 6-April 10.


Hope Presbyterian Church, 2110 Cypress Gardens Blvd. SE. Walk-in only, no appointments 9 a.m.-2 p.m. all days. Tuesdays, Feb. 4, Feb. 11, Feb. 18, Feb. 25, March 4, March 11, March 18, March 25, April 1, April 8, April 15.

AD HOC, Winter Haven Senior Adult Center, 260 S. Lake Silver Drive NW. By appointment only, call 863-291-5870. Noon-3 p.m. Mondays, Feb. 10, March 3, March 10, March 17, March 24.


Legacy Christian Church, 901 W. Beacon Road. Call 863-425-2319. 9 a.m.-1 p.m. Feb. 3-April 14. No Appointments. Parking is in the area west of the church.


Reformation Lutheran Church, 6760 Old Polk City Road. 8 a.m.-noon, Mondays and Thursdays, Feb. 3-April 14.

At all sites returns are efiled. AARP does not check the returns of people who wish to prepare and mail their own return. It does answer questions about taxes.

All taxpayers who wish assistance must have Photo ID, and all documents needed to complete their tax return. This includes a copy of last years return and all SS cards, including dependents. We remind everyone that our AARP trained personnel will be doing their best to give them an accurate return, but they are ultimately responsible for the accuracy of their return.

AARP cannot prepare

• Schedule C (Business Profit and Loss) if a loss or expenses exceed $10,000

• Complicated Schedule D (Capital Gains and Losses) without proper paperwork

• Schedule E (Rental Property) with expenses, including depreciation

• Schedule F (Farm Income)

• 2106 (Employee Business Expenses)

• 3903 (Moving Expenses)

• 8615 (Minor’s Investment Income)

• Portions of Schedules A and B that are not included in our training

• Schedule K-1 that involves depreciation or deductible expenses

• Other rental income or business income

• Returns (original or amended) farther back than three prior years.

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