Tax Aide appointments are underway for 2020!

We offer tax aide appointments seasonally through AARP. Here is what you can expect from this service:

To bring:

  • Photo ID and Social Security card for all people listed in the tax return.
  • A copy of your 2018 return.
  • All 2019 W-2s and 1099 forms.
  • End-of-year brokerage statements.
  • Supporting documents for itemized deductions.
  • A check showing the taxpayer’s bank account and routing numbers, if direct deposit of a refund is desired.

What you need to know:

  • TaxAide volunteers are trained and certified with the IRS to prepare personal Federal and NYS income tax returns.
  • TaxAides cannot complete returns with rental income or Health Savings Accounts, or Schedule C (Business Profit and Loss) if you’ve had a loss or expenses over $25K.
  • Filing jointly? Both taxpayers need to be present except in cases of illness or infirmity.

Please do NOT call the Library for Tax-Aide appointments; the Library cannot make AARP appointments. Call 2-1-1 to make your appointment through United Way. Lines may be busy – please be patient.