Taxpayers who use Tax-Aide services in The Villages, and surrounding areas will be able to make their appointments for the upcoming tax season online.
Who will be able to use the online system? Anyone who has an email address will be able to make their appointment online from their Smartphone, personal computer or tablet.
How do I access the system? The easiest way is to visit our website, www.villagestaxaide.com and click on the Appointments button at the bottom of the home page, or the Appointments tab at the top of the page. There is also a direct link to our scheduling system, which can be used in case our website is temporarily down: https://fl2d45taxaide.acuityscheduling.com/
What if I don’t have an email address? Last season many taxpayers asked their family or friends to help them make an appointment. (If you make an appointment for someone else, please make it in their name.) You will also be able to make an appointment in person at the following locations during the last 2 weeks of January:
• Colony Cottage Rec Center: Monday through Friday Jan. 18-22 and Jan. 25- 29 (9 a.m. to 1 p.m.)
• Paradise Rec Center: Monday, Jan. 18 and 25 (9 a.m. to 1 p.m.)
• Mulberry Grove Rec Center: Monday, Jan. 18 and 25 (9 a.m. to 1 p.m.)
• La Hacienda Rec Center: Tuesday, Jan, 19 and 26 (9 a.m. to 1 p.m.)
• Lady Lake Library: Thursday, Jan. 21 and 28 (9 a.m. to 1 p.m.)
What if I need to cancel or reschedule an appointment? You will receive an email confirmation after you make your appointment. There is a link in that email that allows you to view your appointment; that link also allows you to cancel or reschedule your appointment.
If we have a joint return, do we need two appointments? No, only make one appointment.
How can I get information about whether you can prepare my return or not? You can visit our website www.villagestaxaide.com and click on the Services tab at the top of the page. That has information about the types of returns we are able to prepare and those we cannot.
Where can I find out what I should bring to my appointment? Your confirmation email will contain a list of documents to bring. There will be a link where you can download the Intake and Interview form that needs to be completed before your appointment. There is also information at www.villagestaxaide.com under the Appointments Tab.
Are there any new requirements for the Affordable Care Act? We will need to ask taxpayers about health insurance coverage for all people on their tax return. If you had coverage through a government health plan, an employer health plan or retiree plan, or a private health insurance plan you should receive either a Form 1095-B or C. Please bring that to your appointment. CMS will be providing Form 1095-Bs to only certain Medicare beneficiaries this year, so if you had full year coverage you probably will not receive one and we can prepare your return without it.
If you purchased health insurance through the federal or state marketplace, you will receive a Form 1095-A again this year, which we need to prepare your return. If you received an exemption through the Marketplace, you will need to bring your ECN. If you were offered employer coverage but did not accept it, and you had no other coverage, please bring the cost information about your employer coverage with you.
Do I need my Social Security card? Yes, a Social Security card is required for everyone on the tax return. Since the 1099-SSA (Social Security Benefits Statement) will only contain the last 4 digits of the SSN, we will need to see a SS card for everyone on the return.
What locations are available to have our taxes prepared? This year we have lost the use of the Wildwood Community Center, but have added additional days at Mulberry Grove and La Hacienda Recreation Centers.
Villages Public Library at Pinellas Plaza
Monday 9 a.m. to 3 p.m.
Villages Public Library at Belvedere
Friday 9:30 a.m.-5 p.m. (closed March 11 and 25)
Colony Cottage Regional Recreation Center
Monday, Tuesday, Thursday, Friday 8:30 a.m. to 3 p.m.; Wednesday 8:30 a.m.-6: p.m.; Saturday 8:30 a.m. to noon
La Hacienda Regional Recreation Center
Tuesday 8 a.m.-3 p.m., Monday (Feb. 22, Feb. 29, March 28) 3:15-7 p.m.
Mulberry Grove Regional Recreation Center Monday 8 a.m.-2 p.m.; Tuesday (Feb. 2, 9 and 23; March 1 and 8 April 12 10 a.m. to 3 p.m.
Paradise Regional Recreation Center
Monday 8:30 a.m. to 3 p.m.
Fruitland Park Public Library
Thursday 9 a.m. to 3 p.m.
Lady Lake Public Library
Tuesday and Thursday 9 a.m. to 3 p.m.
