AARP Tax Aide

AARP Tax

Who can make an appointment?

AARP Foundation Tax-Aide is a free tax counseling and preparation service, helping low and middle-income taxpayers, with special attention to those ages 60 and older.  Bay Shore School District residents can begin making appointments on Tuesday, January 21 at 9:30 AM.  Everyone else can begin making appointments on Tuesday, February 4 at 9:30 AM. 

Appointments:

  • The tax appointments will be on Thursdays beginning February 6 through April 10 between 10:00 AM and 2:00 PM.  
  • Call the circulation desk or stop in to make an appointment. You must come in to the library prior to your appointment to obtain an intake packet. The packet must be completed and submitted to your tax preparer at your scheduled appointment.  Intake packets can also be downloaded here:                                                                                         Tax Aide Intake Booklet                                                                                                                                                                             Appointment Checklist                                                                                                                                                                       

What to bring to your appointment:

  • Intake packet
  • Please bring your current tax records and copies of last year’s federal and state tax returns.
  • If filing jointly, both must be present and all must bring in a photo ID and a Social Security Card. 
  • AARP Tax-Aide volunteers cannot prepare returns that include rental property, military income, alternative minimum tax, or those with many stock transactions. Please note that some tax information, especially from brokerage firms, may not be sent to you until the end of February. AARP Tax-Aide is administered by the AARP Foundation, in cooperation with the IRS.  Free Electronic Filling (E-Filing) is included.