Free Tax Return Assistance

AARP Foundation Volunteers to Help with Tax Returns

Free Tax HelpBeginning Friday, February 3, and continuing every Friday through April 13 from 10 a.m. until 2 p.m., volunteers with the AARP Foundation Tax-Aide program will be assisting individuals with tax preparation.  The AARP Foundation Tax-Aide Program is a volunteer-run, free tax-preparation and assistance service offered to low- and middle-income taxpayers with special attention to those age 60 and older. The volunteers are trained and IRS-certified to understand individual federal-tax issues.

Walk-ins are welcome for the tax return assistance, just make sure that you bring along all of the following the documents that are applicable to you:

  • Last year's tax return
  • Social Security cards or other official documentation for yourself and all dependents
  • Checkbook if you want to do a direct deposit of any refund(s)
  • W-2 from each employer
  • Unemployment compensation statements
  • SSA-1099 form showing the total Social Security benefits paid to you for the year, or Form RRB-1099, Tier 1 Railroad Retirement benefits
  • 1099-MISC form showing any miscellaneous income
  • 1098 form showing any home mortgage interest
  • Receipts or canceled checks for medical/dental expenses (including doctor and hospital bills and medical insurance premiums), receipts for prescription medicines, costs of assisted living services and bills for home improvements, such as ramps and railings for people with disabilities
  • Receipts for contributions to charity
  • Receipts or canceled checks for all tax income and property taxes you paid, as well as records of tax refunds

Depending on your situation, more documents may be necessary.  For information about the AARP Foundation Tax-Aide program, please visit their website.