AARP Foundation Tax-Aide Tax Preparation 2024

February 7 – April 6, 2024

AARP will be unable to do face-to-face tax returns this tax season due to COVID 19. The IRS has given AARP permission to prepare taxes via a "Drop-Off" method where you consolidate your tax documents as described below and then deliver them to an AARP Tax Aide representative at the library.

Tax envelopes will be available starting February 1, 2024.

Step 1.) Pick up an AARP tax envelope from the library. Take it home to fill out. Tax envelopes will be in the library. Grab a Tax-Aide Tax Preparation Instruction Form. Refer to the Scope Poster which identifies what AARP can and cannot do.

If you are self-employed, make sure you take a self-employment worksheet in addition to the tax envelope. If you have employees, losses, expenses that exceed $35,000, depreciation, business use of home, 1099 filing requirements, or other complicating factors, AARP Tax-Aide is unable to complete your return.

Step 2.) Return with your packet. Deliver ONLY to the AARP tax representative. You may return your completed package to an AARP representative at the Library. Please maintain social distance. A counselor will inventory your documents before you leave. Days and times for dropping off completed packages are as follows:

        Wednesday: 1:30pm-3:30pm

        Thursday: 2:30pm-5:30pm

        Saturday: 10am-11 am

All forms must be completed before you arrive to drop off your tax package. Incomplete packages will not be accepted.

What to bring for drop off:

        1) Copies of all social security cards associated with the return;

        2) Official government identification;

        3) Completed Intake/Interview, Form 13614;

        4) Completed and signed Form 14446, Virtual VITA/TCE Taxpayer Consent;

        5) 2022 tax forms and documents, and a copy of your bank information if requesting direct deposit of refund or direct withdrawal of amount due; and

        6) Last year's completed return.

        When in doubt, include documents in the envelope.

Step 3.) You'll get a phone call. A tax counselor will contact you by telephone for an intake interview. Once your tax return is completed, a tax counselor will call you for an appointment to pick up your taxes.

Step 4.) Return to the library at your appointment time to sign completed return.

The staff at Lane Memorial Library are unable to provide any assistant with tax preparation. All questions should be directed to AARP representatives.