Alert
Close

Join the Drive to End Hunger! Watch the NASCAR race on Sunday at Kansas Speedway.

Highlights

Open


AARP Auto Buying Program

Contests and
Sweeps

$10,000 Games Galore Sweepstakes

Sept. 3, 2014 - Oct. 14, 2014
Play AARP Games for a chance to win $10,000!
See official rules. 

Driver Safety

Piggy bank on the road - AARP Driver Safety

Take the new AARP Smart Driver Course!

AARP Books

Visit the Money Section

Enjoy titles on retirement, Social Security, and becoming debt-free.

Jobs You Might Like

most popular
articles

Viewed

Nothing has been viewed

Manage Tax Time Stress

As the countdown to tax day begins, many local residents can count on AARP to help manage tax time stress. From February 1 through April 15, AARP Tax-Aide, the free tax assistance and preparation program offered by the AARP Foundation, helps taxpayers with basic federal, and state income tax returns.

Available to middle- and low-income taxpayers, with special attention to those age 60 and older, AARP Tax-Aide provides face-to-face tax assistance and preparation services at 255 sites across Massachusetts, including libraries, and senior and community centers.

AARP Tax-Aide also provides services to individuals who are unable to leave their homes. Contact a local AARP Tax-Aide site in your community for details.

A Well Trained, Professional Volunteer Corps

Last year, nearly 550 AARP Tax-Aide volunteers helped 24,000Massachusettsresidents with tax returns, stimulus filings and general questions. The program expects to help even more individuals this year, thanks to an increase in trained counselors throughout the state.

The exceptional quality of service provided by these dedicated volunteers consistently earns the program high marks in customer satisfaction. AARP Tax-Aide achieves a significant rate of repeat customers, who say they return to the program due to the friendliness, helpfulness, knowledge and skill of AARP Tax-Aide volunteers.

Experts in Tax Rules

AARP Tax-Aide volunteers have been trained in conjunction with the Internal Revenue Service and the Massachusetts Department of Revenue to perform tax counseling services. They are well-versed in Massachusettstax rules, including:

  • Schedule HC: Health Care Information– The state’s landmark Health Care Reform Law requires Massachusetts residents age 18 and over who can afford health insurance to have health coverage or pay a penalty through their tax returns.
  • Energy efficient credits– Bay State residential property owners may qualify for tax credits toward lead paint removal, renewable energy equipment, and septic system replacement.
  • “Circuit Breaker” tax credit– Up to $960 is available for Massachusetts property owners and renters who are age 65 and older who meet certain criteria.

American Recovery and Reinvestment Act of 2009 (ARRA)

ARRA includes key provisions that affect tax year 2009 including:

For more information about these and other ARRA provisions, visit the IRS online.

Don’t Delay – Make Your Appointment with AARP Tax-Aide Today

To find an AARP Tax-Aide site in the community, or a neighboring community, go to the online AARP Tax-Aide Site Locator or call 1-888-AARP-NOW (1-888-227-7669).

Most AARP Tax-Aide sites offer electronic tax filing (e-filing), at no charge to the taxpayer. E-filing ensures more accurate tax returns and faster processing of tax refunds.

Prepare for Your Meeting with AARP Tax-Aide

Before meeting with an AARP Tax-Aide volunteer, gather together some basic information and bring it with you to the AARP Tax-Aide site, such as:

  • 2009 tax forms and preparation booklet
  • Copy of last year’s income tax returns
  • W-2 forms from each employer
  • Unemployment compensation statements
  • SSA-1099 form if you were paid Social Security benefits
  • 1099-HC form if you have private health insurance
  • All 1099 forms (1099-INT, 1099-DIV, 1099-misc) showing interest and/or dividends as well as documentation showing the original purchase price of your sold assets
  • 1099R forms if you received a pension or annuity
  • All forms indicating federal income tax paid
  • Child care provider information (name, employer ID, Social Security number)
  • All receipts or canceled checks if itemizing deductions
  • Social Security numbers for all dependents

AARP Tax-Aide is administered by the AARP Foundation in cooperation with the Internal Revenue Service. The AARP Foundation is an affiliated, 501(c)(3) nonpartisan, charitable organization established in 1961.

Find More Information Online

AARP Tax-Aide

Internal Revenue Service

Massachusetts Department of Revenue

The American Recovery and Reinvestment Act (ARRA)

Commonwealth Health Insurance Connector Authority

Circuit Breaker Tax Credit

Topic Alerts

You can get weekly email alerts on the topics below. Just click “Follow.”

Manage Alerts

Processing

Please wait...

progress bar, please wait

Tell Us WhatYou Think

Please leave your comment below.

The Cheap Life

Jeff Yeager Cheap Life Ultimate Cheapskate AARP YouTube web series save money

Catch the latest episode of The Cheap Life starring Jeff Yeager, AARP's Ultimate Cheapskate. Watch

Discounts & Benefits

From companies that meet the high standards of service and quality set by AARP.

Life insurance: you are covered rain or shine

Exclusive annuities for members from AARP Lifetime Income Program from New York Life.

AARP Credit card from Chase

Members can get cash back rewards on purchases with the AARP® Credit Card from Chase.

Homeowners Insurance
Member Benefits

Join or renew today! AARP members receive exclusive member benefits & affect social change.

Rewards for Good

Your Points Balance:

Learn More

Earn points for completing free online activities designed to enrich your life.

Find more ways to earn points

Redeem your points to save on merchandise, travel, and more.

Find more ways to redeem points