AARP Tax Assistance has concluded for the 2022 season. We look forward to the service returning in 2023.
Frequently Asked Questions about the AARP Tax Preparation service:
Am I eligible for the service?
Service to seniors and low-income residents is a core objective, but 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, including itemized deductions and self-employment, are welcome. The exceptions: we’re unable to process returns that include residential rental income, property depreciation, self-employment net losses, estate or trust returns, and any out-of-state returns.
Anything I should do before my appointment?
An intake form must be completed before your appointment. You can pick one up at the Library anytime beforehand.
What should I bring on the day of my appointment?
See the full checklist here. Bring photo identification and social security (or ITIN) number verification for everyone on your tax return. Also bring your prior year’s tax return for reference. IRS letters were sent last year for the 3rd Economic Impact Payment (EIP), as well as a letter detailing Advanced CTC Credits paid. If you receive these, bring both letters, along with 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?
All tax volunteers are required to be fully vaccinated (including boosters), while following health procedures for everyone’s safety. Work spaces are sanitized between sessions.
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 e-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!