Please read the following carefully as AARP Tax-Aide has changed some of their requirements regarding the Intake and Interview Form.
You may either download and print the Intake and Interview Booklet and bring to your appointment or stop by the site to pick one up. The download can be found at: https://ippl.info/sitemedia/documents/2018-AARP-in...
Welcome to our AARP Foundation Tax-Aide site. This year, in addition to the normal tax return-related questions, you will find three consent forms and a request for demographic information in the Intake Booklet. The following information is provided to help you decide whether you wish to give your consent and answer the questions. Note that if you are married filing joint, both taxpayers must sign the consents to enable us to e-file the return.
Form 1 – Consent to Disclose Tax Return Information to other sites. If you had your tax return prepared at this site last year, some of your information (name, address, dependents, payers, etc.) was added to this year’s return as soon as we entered your Social Security Number. This allowed us to prepare your return more accurately and efficiently. You now have the option of having this happen next year if you go to any other AARP Foundation Tax-Aide or VITA Site.
Sign this form if you want your information to be available at any AARP Foundation TaxAide or VITA Site you decide to use next year. If you do not sign the form, your information will still be available at this site.
Form 2 – Consent to Disclose/Use Information. AARP Foundation Tax-Aide relies on funding from multiple sources to provide this free tax assistance service. Sign this form if you want to allow information from your tax return including the answers to the demographic questions below to be included in our aggregated national statistics that support the funding of this free service. These statistics will not include your personal information and your information will not be used for commercial purposes. If you do not consent, it will not affect the preparation of your return. However, we will not be able to e-File your return. We will provide you a paper return that you must mail to the IRS and you will have a longer wait to receive any refund.
Demographic Questions: This is a set of questions about your (and your spouse’s, if filing jointly) race, gender, income, etc. The data from these questions are used only for statistical purposes to report to funders and apply for grants to fund this free tax assistance service. Your answers will not affect the preparation of your return.
Form 3 – Consent for AARP Foundation to use select tax return information to send you information on other free AARP Foundation programs and services. AARP Foundation has several valuable free programs and services dealing with income, housing, hunger, volunteering, employment, and more that may be of interest to you.
Sign this form if you want to allow AARP Foundation—the charitable arm of AARP— to send you information about free programs and services that may be of benefit to you. (Note: this will NOT include any offers from the commercial side of AARP.) If you do not consent, it will not affect the preparation of your return.
Plan to arrive 15 minutes before your appointment time.
Please remove all tax documents out of their envelopes.
Identification: Be sure to bring a photo ID and Social Security card for each person on the return.
Scope: Examples of in scope includes forms include W-2, 1099-R (certain Box 7 Codes are not in scope please come to the site to determine if you have an out of scope 1099-R), SSA-1099, RRB-1099-R, 1099-INT, 1099-DIV, 1099-B, etc.
Out of Scope: Examples of out of scope income include farm income, property rental income, business that operate at a loss, business that carry an inventory, etc.
Appointments Only: In an effort to avoid long wait lines, we will no longer be accepting walk ins.