Understanding the AARP Foundation Tax-Aide Program
For millions of Americans, tax season brings stress and confusion. The AARP Foundation's Tax-Aide program is designed to alleviate this by offering free tax preparation and counseling. Operated by thousands of IRS-certified volunteers across the country, this program helps individuals with low to moderate incomes navigate the tax code and file their returns accurately and for free.
Who is eligible for AARP tax assistance?
While the program has a special focus on assisting those aged 50 and older and with low-to-moderate income, it is open to all taxpayers, regardless of age. AARP membership is not required to receive help from the Tax-Aide program. This broad eligibility ensures that anyone who needs assistance and fits within the program's scope of service can receive support.
How the Tax-Aide program works
During tax season, from early February to mid-April, volunteers staff over 3,600 locations nationwide in places like libraries, community centers, and malls. Taxpayers can schedule appointments or find walk-in services, depending on the site. Since the COVID-19 pandemic, the program has also expanded to include a variety of service methods to accommodate different needs and comfort levels.
Tax-Aide services and limitations
The Tax-Aide program offers several flexible service options to meet different needs, including in-person appointments, drop-off services, virtual visits, and online coaching with volunteer support. While volunteers can handle most basic federal and state tax returns, there are limitations. Volunteers are not equipped to prepare complex returns involving significant business expenses, rental income, or advanced investment issues.
Commonly Prepared Returns and Forms
- Form 1040 with standard or itemized deductions
- Income from various sources like wages, unemployment, Social Security, and pensions
- Common credits such as EITC, Child and Dependent Care, and Education Credits
- Simple capital gains and losses
Returns Outside the Program's Scope
- Complex Schedule D
- Business returns with employees or depreciation
- Rental income
- Farm income
- Returns with Alternative Minimum Tax
Service options at a glance
| Service Option | Description | How It Works |
|---|---|---|
| In-Person | Traditional service with a volunteer on-site. | Work with a volunteer at a Tax-Aide location. |
| Drop-Off Service | Low-contact service. | Drop off documents, volunteers prepare remotely, return to finalize. |
| Virtual Visit | Online, contact-free process. | Upload documents online, volunteers prepare remotely, finalize electronically. |
| Online Coaching | DIY with volunteer support. | Use provided software with online or phone guidance. |
Finding a Tax-Aide location
To find an AARP Foundation Tax-Aide site near you, use the locator tool on the AARP Foundation website, especially closer to tax season as site availability and services vary.
Conclusion
To answer the question Does AARP help with taxes?, yes, they do so through the extensive and free Tax-Aide program. This service provides valuable assistance to millions of taxpayers every year, with a focus on older adults and low-to-moderate income individuals, though it is open to all. With a network of IRS-certified volunteers and a range of service options, from in-person to virtual, the AARP Foundation Tax-Aide program is a trusted, no-cost resource for filing your taxes accurately and efficiently. Whether you need hands-on help or just a little guidance, Tax-Aide is a reliable option to consider during tax season.
This article provides general information and is not tax advice. It is always recommended to consult a tax professional for complex financial situations.
