Need some help filing your taxes this year? AARP may be able to help. Since 1968, the organization’s Tax-Aide Program has helped almost 50 million low- to moderate-income taxpayers fill out and file their taxes. A team of IRS-certified volunteers runs the program and they offer their services for free. Also, an AARP membership is not required in order to take advantage of the assistance.
In fact, the AARP Foundation Tax-Aide Program has more than 5,000 locations in neighborhood libraries, malls, banks, and community centers across the U.S. Our senior centers in Western CT have been offering AARP Free Tax Preparation Assistance since the beginning of February and will continue to do so until April. If you would like to learn more about AARP’s Tax-Aide Program or would like to schedule an appointment with a counselor at your senior center, check out our senior center pages.
If you do make an appointment with an AARP tax counselor, be sure to bring the following with you:
Previous year’s tax return(s)
Social Security cards and/or ITIN notices/cards or other official documentation that show the taxpayer identification numbers for every individual on your return.
Photo ID for each taxpayer
W-2 forms from each employer
Unemployment compensation statements
SSA-1099 forms (1099-INT, 1099-DIV, 1099-B, 1099-R, 1099-Misc) showing interest and/or dividends and documentation showing original purchase price of sold assets(stocks, bonds)
All forms indicated federal income tax paid and if state tax refund was received
Dependent care provider information (name, employer ID, Social Security #)
If itemizing deductions, summary of deductions OR all receipts or canceled checks for itemized deductions
Even if not itemizing deductions, bring receipts for real and personal property tax payments
Health/dental insurance including Medicare B and D payments (SSA-1099)
Child and dependent care provider expenses
Checkbook if you want to direct deposit any refund(s) or direct debit any amounts due