Tax help has concluded for 2024 at Citrus Libraries. Check back in early 2025 for available appointments at your library.

AARP Documents:

• Intake/Interview sheet, and Quality Review sheet
  • You may pick up a copy of these sheets at any library before your appointment date. Bring the completed sheets to your appointment.

Identification required at your appointment:

• An official government-issued photo ID for each tax payer.
• Social Security numbers for everyone listed on your return. This can include the actual cards or a prior year tax return prepared by AARP.

Tax documents to bring to your appointment:

• Income related documents
  • W2, 1099 forms (Int, Div, Misc, B, R, etc.), social security statements, unemployment compensation statements, alimony received (social security of payee required for divorces finalized before 2019).
• Expense related documents
  • Summary of expenses for itemizing deductions (Medical, taxes paid, gifts to charity, mortgage interest), 1098 forms.
• Health care documents
  • Form 1095-A if you purchased health care from the Marketplace.
• Brokerage statements or other documentation showing cost basis (purchase price) and date purchased for all securities or property sold or transferred during the tax year
• Dependent Care Provider information
  • Name, address, employer ID or SSN, and amount paid
• Tax Return
  • A copy of your 2022 and 2023 tax returns if available.

The General rule is to bring any tax document that states it is a tax document.

Other documentation to bring:

• Documentation of self-employment income and expense.
• Direct Deposit
  • Bring a check with your name on it for direct deposit of any refund or debit of balance due. Digital documentation is accepted for those who do online only banking.
• Pension/annuity information
  • If you receive a pension or annuity from a former employer, bring the date you began receiving payments.(in some cases, this is required.)

Most returns are able to be filed by AARP volunteers. However some situations are out of the scope of services including:

• Ownership of cryptocurrency(i.e. Bitcoin, Ethereum, etc.)
• Solar energy credits
• You receive rent from an apartment or house
• You have self employed income with expenses over $35,000, had a net loss, had employees, inventory, real estate, depreciation, or have a home office
• Any cancellation of debt other than credit card debt or foreclosure of primary residence
• Casualty loss to due hurricane
• Adoption expenses

IRS forms can be found online at irs.gov. Tax forms can also be printed out at any library at no cost.

Forms are also available to be mailed to your home by ordering through the IRS at https://www.irs.gov/forms-pubs/order-products or by calling 1-800-829-3676.

Need an extension to file? If you need to file your taxes after April 18th, you can request an extension from the IRS website.

As an AARP Foundation Tax-Aide volunteer, you’ll receive training and support, learn new skills, and connect with people in your community while helping others. There are many volunteer roles available for any skill set. To learn more, visit aarpfoundation.org/taxaidevolunteer