AARP Tax Preparation

WHEN:

Every Monday and Tuesday from 10:00 AM to 1:30 PM, from February 5 through April 15, 2024.

  • Assistance is given on a first-come, first-served basis with a sign-in sheet.
  • AARP personnel are not able to accept phone calls.
  • Trained AARP Tax-Aide volunteers assist anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income.
  • You do not need to be a member of AARP to receive assistance.

Items to bring with you:

  • Your picture ID, and Social Security Cards, or Forms SSA-1099 for all persons on your return.  A copy of your 2022 return prepared by Tax-Aid will suffice.
  • Your account’s routing number and account number if you want direct deposit of a refund or direct debit of an amount owed.
  • If you received a Personal Identity Protection Pin number (IP PIN) it must be included, or your return will be rejected.
  • If you bought health insurance through the Health Care Marketplace (Affordable Care Act) you must file and you must have Form 1095-A.
  • Further details HERE.

AARP Tax-Aide does NOT prepare:

  • State returns or federal returns that contain rental property or cryptocurrency transactions.
  • Some Forms K-1 or a complex Schedule C for self-employment.

Tax Preparation at Other Locations


Tax Forms & Publications

The IRS furnishes the library with copies of Form 1040, 1040-SR, and instruction booklets in English and Spanish.

How to File an Extension: