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In-Person: AARP Foundation Tax- Aide Program Appointments

In-Person: AARP Foundation Tax- Aide Program Appointments In-Person

You’ve got taxes to file. But do-it-yourself software can be confusing — and some paid tax preparation services cost money you might not be able to spend. AARP Foundation Tax-Aide can help. Beginning February 1 and continuing through April 15, AARP Foundation is providing in-person tax assistance and preparation through its Tax-Aide program — and it’s completely free!

AARP Tax-Aide is the nation’s largest free, volunteer-run tax assistance and preparation service.  It is available to taxpayers with low and moderate incomes and gives special attention to people age 60 and older. Tax-Aide volunteers are trained to assist with filing the 1040 Form and more standard schedules, including Schedules A and B.  Taxpayers with complex tax returns are advised to seek paid tax assistance.  Electronic filing (e-filing) is offered with no charge to the taxpayer.  E-filing ensures more accurate tax returns and faster processing of tax refunds.

Please be sure to bring these documents with you to your appointment:

  • copy of last year’s income tax returns
  • W-2 forms from each employer
  • unemployment compensation statements
  • SSA-1099 form if you were paid Social Security benefits
  • all 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing original purchase price of assets sold
  • 1099-misc. showing any miscellaneous income
  • 1099-R form if you received a pension or annuity
  • all forms indicating federal income tax paid
  • dependent care provider information (name, employer, ID, Social Security number)
  • all receipts or canceled checks if itemizing deductions
  • Social Security cards or other official documentation for yourself and all dependents

An appointment is required.

Date:
Monday, April 3, 2023
Time:
1:30pm - 3:00pm
Time Zone:
Eastern Time - US & Canada (change)
Location:
Struble Room
:
Chester County Library
Audience:
  Adults  
Categories:
  Adults     Tax Appointments  
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Event Organizer

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Pam Marquette

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