AARP Tax Aide Program (L)

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Program Description

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Volunteer tax preparers from AARP will be available to assist low- and middle-income taxpayers, will special attention to those aged 60 and over.

Scheduled dates are Tuesdays, Feb. 1-April 12, 9 a.m.-1 p.m. An appointment is required. South Huntington cardholders can begin registering on January 7. Out-of-district patrons may register beginning Jan. 21, if there is space. Call the library at 631.549.4411 to make an appointment.

Please be aware that AARP Tax Aide volunteers cannot prepare returns that include rental property, military income, alternative minimum tax or those with many stock transactions.

Bring to your appointment your current tax records and copies of last year’s federal and state tax returns, along with Social Security card and photo ID. Please note that some tax information, especially from brokerage firms, may not be sent to you until the end of February.

The requirement for taking the Required Minimum Distribution (RMD) on retirement income that was waived for 2020 tax returns is back in effect for 2021 returns. There is a substantial penalty if you do not withdraw the required amount.

AARP Tax-Aide is administered by the AARP Foundation in cooperation with the IRS. Free Electronic Filing (E-filing) is included. If filing jointly, both must attend the appointment.