AARP Foundation Tax-Aide provides income tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 with low to moderate income. AARP membership is NOT Required.
The AARP Foundation Tax-Aide program will be at the Anderson County Library on Saturday, March 8 from 10:30AM to 2:30PM
AARP Foundation Tax-Aide provides personal income tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. You don't need to be an AARP member to use the service.
Some tax situations are out of our training scope i.e. Farms, businesses, some self-employment income/expense, rental income, most virtual currency (digital assets) transactions, hobby income, etc.
Service will be provided on a first come first-served basis.
What you need to bring
❒ Government-issued photo ID for the taxpayer(s) on the return
❒ Social Security cards or ITIN documentation for all names on the return
❒ Copy of last year's tax return
❒ Identity Protection Pin for each individual, if applicable
❒ Income documents for wages, interest, dividends, capital gains/losses, unemployment compensation, pensions and other retirement income, Social Security Benefits and self-employment income
❒ Brokerage statements – sale of stocks or bonds
❒ Healthcare – Forms 1095 A if have marketplace insurance
❒ Mortgage interest, medical/dental expenses, charitable donations, sales, income or property taxes
❒ Records of federal and state income taxes paid
❒ Educational expenses – Form 1098-T, student's detailed financial school account; other education expenses
❒ Checking or savings account info for direct deposit of refund or direct debit of balance due
❒ Any other recent IRS or state tax department correspondence
❒ Please bring printed copies of all tax documents
Anderson Public Library is located in the heart of Lawrenceburg Kentucky on Main Street. The library has 2 meeting rooms that can be combined into 1 large room, 2 study rooms, a history room, and a makerspace lab.