Local AARP tax aide provides history of taxes during monthly Emeriti Association program

(STILLWATER, OKLA. / Dec. 2, 2014) –– Tax season is approaching. Some people are busily straightening out boxes full of receipts, while others are furiously entering data into Excel sheets. Still others are making last minute donations in hopes of lowering their 2014 tax bill. Citizens spend a tremendous amount of time organizing for and worrying about tax time, but few understand how the income tax system started in the first place.

On Wednesday, Dec. 17, at 1:30 p.m., Bob Lowrey, volunteer with the AARP Tax Aide Service, will provide retirees with historic information about the U.S. tax system, while also giving details about Stillwater’s Tax Aide Services. The presentation is part of the Emeriti Association’s monthly series, “Making the Most of Retirement.”

“The United States has an interesting income tax history which we will explore beginning around the Civil War,” said Lowrey. “We’ll also take a look at the effects of The Panic of 1893, the passing of the Sixteenth Amendment and the social policies of FDR.”

According to Lowrey, the presentation will also include information about Stillwater’s AARP Tax Aide Services, including electronic filing options, Stillwater’s two Tax Aide sites and the different services Tax Aides provide.

“Each year, a large number of volunteers are trained to help our community members prepare their tax returns,” said Lowrey. “Our volunteers at the Senior Center and the public library typically prepare about 1200 federal and state returns every year.”

Lowrey, a 1962 OSU graduate who spent most of his career with the Department of Energy’s Atomic Energy Commission, started volunteering as a Tax Aide in 1997.

“I wanted to better understand how the tax system works,” said Lowrey.

“Making the Most of Retirement” is free and open to all retirees. The group meets on the third Wednesday of the month at the Stillwater Public Library. The next program takes place Jan. 21 when retirees will discuss “What to Consider When Selecting Where to Live.”

Retirees interested in learning more about the free programs should visit http://retiredinstillwater.wordpress.com.

The Stillwater Public Library is located at 1107 S. Duck St. (the corner of Duck and 12th Ave.).  Visit the library online at http://library.stillwater.org.