Library Event

IRS-Certified Trained AARP volunteer tax aides are available to local residents of all ages and incomes at no charge. The nation's largest, free, volunteer-run tax assistance and preparation service is available to all individual filers regardless of income or age. Started in 1968 and, since 1980, this service has operated under a cooperative agreement with the Internal Revenue Service (IRS).

If married, both partners should be present. Certain forms and personal and financial documents are required.

Taxpayers Need to Bring

• Government Issued Photo ID (such as a driver's license or passport).
• Social Security or ITIN numbers for all taxpayers and dependents.
• Bank account/routing numbers (blank check preferable), if expecting a refund.
• All 2019 income report forms received
• SSA1099 if you were paid Social Security benefits.
• W-2(s) from your employer(s).
• W-2G from gambling winnings.
• 1099G from unemployment compensation payments.
• 1099s: Bank interest, stock dividends, retirement distributions, brokers.

Other Important Documents

• Receipts for deductible expenses including real estate and vehicle taxes paid.
• Verification of the original purchase price of sold assets (home, stocks, etc.).
• Receipts/canceled checks if itemizing deductions (e.g., charity contributions).
• Proof of Health Insurance (Form 1095-A from Health Insurance Marketplace or private plan identification).
• Copy of last year's Federal and State tax return(s), if possible.

For more information or to make an appointment, please call 203-669-5236.