Skip to content

ACA Open Enrollment Ends Today. Review Your Options Before Being Locked in for 2018. Read More

Volunteering

 

AARP Volunteers Make Taxes Less Taxing

Let the countdown to Tax Day begin. From February 1 through April 17, AARP Foundation Tax-Aide, the free tax assistance and preparation program offered by the AARP Foundation, helps local residents 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 Foundation Tax-Aide provides face-to-face tax assistance and preparation services at hundreds of sites across California, including libraries, and senior and community centers.

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

A Well Trained, Professional Volunteer Corps

AARP Foundation 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 Foundation Tax-Aide volunteers.

Experts in Tax Rules

AARP Foundation Tax-Aide volunteers have been trained in conjunction with the Internal Revenue Service http://www.irs.gov/ and the California Franchise Tax Board https://www.ftb.ca.gov/index.shtml?disabled=true to perform tax-counseling services.

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

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

Most AARP Foundation 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 Foundation Tax-Aide

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

2011 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 Foundation 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.

Join the Discussion

0 | Add Yours

Please leave your comment below.

You must be logged in to leave a comment.

Next Article

Read This