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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.

When & Where

Every Tuesday, February 1 to April 17 at the Berlin-Peck Memorial Library

Every Thursday, February 1 to April 17 at the Berlin Senior Center

1:00, 2:00, 3:00 pm BY APPOINTMENT ONLY. Please call to make an appointment.

What to Bring

If married, 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 2017 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 2017
  • 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.

Schedule an Appointment

To schedule an appointment with a certified Tax-Aide counselor or to obtain information, call the Berlin Senior Center at 860-828-7006 or the Berlin-Peck Memorial Library at 860-828-7126.