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AARP Tax Aide

Free Tax Assistance through AARP Tax Aide

AARP Tax-Aide, a free program, provides income tax preparation assistance for low and middle-income taxpayers of all ages, with special attention to those 50 and older. It’s free, it’s easy.

 

Available Appointment Times

Location Phone Day Time Slots
Berlin-Peck Memorial Library 860-828-7126 Tuesdays 1pm, 2pm, 3pm
Berlin Senior Center 860-828-7006 Thursdays 9am, 10am, 11am, 1pm, 2pm

February 5, 2019 through April 16, 2019.

BY APPOINTMENT ONLY. Call to schedule your appointment.
 

What to Bring

  • If married filing jointly, both taxpayer and spouse must be present. Both signatures are required as well as photo identification.
  • Taxes are completed in one session, so taxpayers must bring with them all documentation necessary to complete their return:
    • Complete copy of last year’s 2017 tax return.
      Regardless of where it was prepared.
    • Social Security or Individual Taxpayer ID numbers for all household members
    • A personal check showing bank account and routing numbers (if direct deposit/withdrawal is requested).
    • All documents that relate to deductible expenses.
    • All 2018 income tax forms that have been received. This includes but may not be limited to:
      • SSA-1099, Social Security Benefit Statement
      • 1099-R forms for pension, IRA and annuity
      • 1099 forms,(1099-INT,1099 DIV,1099-B,1099-MISC)
      • W-2, Wage and Tax Statement forms
      • W-2G, Certain Gambling Winner forms
    • Documentation showing original cost of assets sold during 2018
    • Health Insurance: Individuals should bring in health insurance coverage information for themselves and dependents. Also, anyone who purchased Health Insurance through the Health Exchange must bring in form 1095-A and income information for dependents with a filing requirement. Anyone receiving form 1095-B or 1095-C should bring that in as well.

To schedule an appointment with a certified Tax-Aide counselor or to obtain information, call the Berlin Senior Center at 828-7006 or the Berlin-Peck Memorial Library at 828-7125.