AARP Tax Assistance

This free Tax Assistance Program is co-sponsored by the American Association of Retired Persons (AARP) and the Internal Revenue Service (IRS). IRS-certified volunteers provide free basic income tax return preparation with electronic filing of both Federal and State returns.

• Photo ID (valid driver’s license, State ID, passport, employer ID, or student ID)

• Last year’s tax returns

• Social Security card (or Social Security statement if all 9 digits are visible) for each person listed on the return

• 2023 Wage Statements (W-2s)

• 2023 Pension and IRA distributions (All 1099s received)

• Interest, Dividend, and Brokerage Statements (all pages)

• Copy of a check for deposit information

• Deduction information can include mortgage interest, medical, charity, etc.

• Credit information for child, education, etc.

To schedule an appointment, call (614) 526-9924, beginning January 15, 2024. Please note, voicemails left before January 15, 2024, will not be responded to. Also, please leave only one message. More than one message makes scheduling the appointments more difficult for our volunteer.