Call (518) 313-6324 to make a Tax Preparation Appointment!
AARP Foundation Tax-Aide preparation by trained and IRS-certified volunteers begins Monday, February 3 2025, at the Library. The call center opens Thursday, January 2, 2025 at 9am, to make a tax appointment. PLEASE DO NOT CALL THE LIBRARY. AARP membership is not required.
TAX PREPARATION APPOINTMENTS are Mondays only, February 3 – April 7 (excluding February 17th).
You must have an appointment; no walk-ins. Intake booklets will be available at the library Adult Information Desk once your appointment is scheduled for you to complete prior to your appointment.
Bring to appointment:
- Photo ID and Social Security card for all people listed in the tax return
- Copy of your 2023 returns
- All 2024 W-2s, 1099 forms and social security statement
- End-of-year brokerage statements
- Checking account information (for direct deposit)
- All supporting documents for itemized deductions
Tax-Aide volunteer preparers cannot complete returns with rental income or Schedule C (Business Profit and Loss) if you’ve had a loss or expenses for over $25,000.
Filing jointly? Both taxpayers need to be present except in cases of illness or infirmity.
All appointments are scheduled by dialing (518) 313-6324. Phone lines open Thursday, January 2, 2025 at 9am. Lines may be busy; please be patient.
AARP Foundation Tax-Aide provides in-person and virtual tax preparation help to anyone, free of charge, with a special focus on taxpayers who are over 50 and have low to moderate income.