Need tax forms? The Library has a supply of basic forms and booklets. Or print forms anytime from IRS.gov or the State of Colorado.

AARP Tax Assistance will return for the 2023 season! Appointments are available February 2 through April 14.

Frequently Asked Questions about the AARP Tax Preparation service:

Am I eligible for the service?

Although service to seniors and low-income residents is a core objective, don’t be deterred by the “Retired Persons” wording in AARP’s acronym. There are no age or income restrictions for the service. Returns with most basic forms of income, deductions, and credits are included. 

Not allowed in Tax-Aide service: residential rental income, property depreciation, self-employment net losses, estate or trust returns, and any out-of-state returns. Most residential energy credits are allowed however we are restricted from processing credits for solar energy installation. Also, we are not allowed to prepare your return if you own or transact virtual currency.

Anything I should do before my appointment?

An intake packet must be completed before your appointment. You can pick one up at the Library anytime beforehand. The Intake form is available in Spanish as well as English.

What should I bring on the day of my appointment?

See the full checklist here.  Bring photo identification for each taxpayer plus social security (or ITIN) number verification for everyone on your tax return. Also bring your prior year’s tax return for reference. Bring any IRS letters you received. Bring the usual tax documents for all types of income, and documentation to support potential deductions. For a joint return, both spouses must be present to sign electronic submission documents.

How is the program staying COVID-19-safe?

Although protective requirements have been relaxed, certain safeguards will still be in place. If conditions change, local guidelines issued by Larimer County or local authorities will be followed. Since in-person tax service will be provided, your cooperation will be appreciated by acknowledging that you are free of symptoms and have not been in close contact with anyone who has tested positive in the ten days prior to your appointment. AARP requires we report any positive tests that occur among our volunteers and taxpayer clients.

More about the service …

Since 2005, the Estes Valley Library has hosted the AARP Foundation’s Tax-Aide services. The program is staffed by local volunteers who train in tax law and certify with the IRS. Appointments can be made to have both Federal and Colorado returns completed and electronically filed. The Library partners by dedicating space, scheduling appointments and providing information to those using the service.

Thanks for your interest! And we’ll see you at the Library!