AARP Tax Aid

Volunteers from AARP will be preparing taxes for the public at our Churchland branch located at 4934 High Street West. This is a free service provided by IRS trained local volunteers to assist residents in completing their tax filing requirements. Tax-Aide primarily services low-income, moderate-income, and elderly/senior citizen taxpayers. There is no cost for Tax-Aide services.

Service Dates/Times:

February 6 to April 18, 2023 

Mondays, Tuesdays, and Wednesdays

• Same day appointments on a first come, first served basis (exceptions for medical conditions precluding in-person sign-up).
• Signup is at 9:40 A.M. outside the library entrance with the AARP volunteer. No appointments will be scheduled before the arrival of AARP volunteers. Any signup sheets or roll call taken without the AARP volunteer present will NOT be valid.
• First appointments start at 10:00 A.M.
• Last appointments start at 3:00 P.M.
• Once you have your appointment scheduled, you may leave the library and return.
• Please make sure to have all your documents before scheduling and arriving at your appointment as there will only be 1 appointment per person.
• Please arrive at least 15 minutes prior to your scheduled appointment time as no late appointments will be honored.

Tax-Aide does not service clients with:

• Rental income from apartment, condominium, or home rentals
  • Exception: rental income involving vacant land use rent only.
• Most tax returns for business income reporting
  • Exception: self-employed (SE) individuals with income that does not include:
    • Employees
    • Stock / supply inventory
    • Employee benefits
• Taxpayers with significant investment income or complex income tax return situations that are better served by tax advisor professionals
• Active-Duty Military (preparation requires additional training; personnel at this location have not received that training. There are tax assistance service active locations on or near the military bases).

What to bring (for all):

• Photo ID’s (for both spouses if filing jointly)
• Social Security Card for everyone (including dependents) included on the return.
  • Exception: those on social security; your year-end Social Security statement (Form SSA-1099) will suffice.
• Prior year return
• Blank checking account check as these contain needed bank account and transaction routing numbers for those wishing direct-to-bank deposit of refunds

What to bring, as applicable (list is not all-inclusive; outlines most commonly seen items):

• Copy of any IRS correspondence received during the year
• Forms W-2 and W-2G (W-2G’s for gambling winnings, refund of prior year state taxes, and unemployment compensation)
• Social Security statement (Form SSA-1099)
• All Forms 1099
• Form 1095-A (those with insurance under the Affordable Care Act)
• Summary Statement from daycare providers
• Form 1098-T (those with higher education expenses) and other evidence of education expense
• Form 1098-E (those having paid student loan interest)
• Schedules K-1
• Mortgage Interest (Form 1098)
• Evidence of expenses (if itemizing deduction is a possibility) for
  • charitable contributions
  • state, real estate, and personal property
  • medical and health insurance

For more information on the program, please contact AARP 

Email: taxaide@aarp.org Toll-free Nationwide: 888-OUR-AARP (888-687-2277) Toll-free TTY: 877-434-7598