AARP Foundation Tax-Aide: Important Documents to Bring to Your Appointment

Privacy Information

AARP Foundation operates the AARP Tax-Aide program under a cooperative agreement with the IRS. To help you complete your tax forms, AARP's trained and IRS-certified volunteers will see personal information that you give them about you and your finances. This information is strictly confidential. We will not share your information with anyone except as necessary to accurately file your tax returns or as otherwise required by law.

AARP Foundation Tax-Aide keeps different types of information about you, and for different periods of time, depending on the services you ask us to provide you.

If you ask us to file your return electronically, we keep your return information temporarily so that we can electronically process your return, ensure acceptance by the IRS and forward your information as required by the IRS, as well as any state taxation authority (state regulations may vary).

Your return information will generally be turned over to the IRS or otherwise disposed of by the end of April of the year in which we file for you. If you are e-filing, we retain aggregate data (such as city, state and ZIP code information, and return information collected at the site level, such as total returns by filing status or total Earned Income Tax Credit payment) for program analysis. This aggregate data do not include names, Social Security numbers or other personally identifiable information about individuals.

We also keep general, personally identifiable information (such as your name, address, birth date, identification numbers and employer address) for use with next year's filing. The personally identifiable information AARP Foundation Tax-Aide keeps for you will be kept confidential and will not be sold, given away or used for commercial purposes.

In all cases, we take reasonable measures to help ensure that only AARP Foundation Tax-Aide staff and volunteers who need access to your information for the purpose of helping with your tax preparation and filing will have such access. We maintain reasonable policies and procedures intended to protect the confidentiality of your information.

If you have any questions about this notice, please contact us at 202-434-6027 or taxaide@aarp.org.