AARP Foundation Tax Aide Tax Preparation-2023 Tax Year

February 6, 2023 9:00 am

AARP Tax Aid Foundation will be providing tax services this coming season in-person on Tuesday’s only beginning with Tuesday, February 6, 2024, and ending on Tuesday, April 9, 2024.  Each day will have a morning shift and an afternoon shift.  Appointments are required and will be scheduled for 9:00 am, 10:00 am, and 11:00 am in the morning.  They will also be scheduled for 1:00 pm, 2:00 pm and 3:00 pm in the afternoon.  Please allow 2 hours for your appointment.

This year, in an effort to make your tax preparation go smoothly, the AARP Tax Aid Foundation has set in place guidelines which must be reviewed and followed by each participant.  Please review these guidelines before you make an appointment.

  1.  If you or your spouse is self-employed, your return is “out of scope” this year.  The tax preparers will not be able to do a return that requires a Schedule C.              Schedule C is needed for self-employed individuals.
  2.  No Rental Property Schedule E.
  3.  No Transactions using Digital Assets
  4.  No married filing separately
  5.  As stated above, please block out two (2) hours for the entire tax preparation process.
  6.  Please bring all relevant tax documents and have them removed from their envelopes.  You must open your mail before arriving.
  7.  Please bring your last year’s (2022) tax return, government issued Photo ID and taxpayer ID of each person on return such as Social Security Card, Individual Taxpayer ID, Social Security issued income statement.
  8.  Please bring Personal Identification Number that IRS letter shows if your social Security number has previously been compromised.
  9.  Cancellations must me made 48hrs prior to the appointment time so we give others the opportunity to take the spot, no-shows will not be allowed to reschedule appointment! 

Last, but certainly not least, you must pick up and complete an Intake/Interview & Quality Review Sheet from the SCV Senior Center before your appointment.  This intake will let you know what documents you must bring to your appointment, as well as give the preparers important basic information about your situation in 2023.

If you have any questions, please feel free to contact us at 661-259-9444.

NO APPOINTMENTS AVAILABLE AT THIS TIME