aarp tax help

Established some 50 plus years ago, the AARP Foundation Tax-Aide organization is still running strong, nationally, and at 20 libraries throughout Westchester County. Operating from February 1 until April 15, AARP membership is not required and you can get help preparing your return. You’ll be seen on a first-come, first-served basis.

Some 100 volunteers will have learned changes to the tax code, to help prepare returns for mostly low- to middle-income taxpayers, leaning towards those over 50. Some issues are out of scope for them including Schedule C businesses with net losses, employees, depreciation, rental property, etc.

For everyone else, here’s what you need to bring:

• Copy of last year’s federal & state income tax returns;
• W-2 forms showing income from your employer;
• 1099-R forms showing pension or annuity income;
• SSA-1099 forms showing Social Security benefits;
• 1099-DIV, -INT, -G, -MISC, -OID forms showing dividends, interest,NYS tax refund, gambling income, etc.;
• Health Care information received from the Marketplace, if any;
• Any other information concerning your income and deductions;
• Photo ID and Social Security/ITIN cards;
• Bank information, if direct deposit of refund desired

Learn more about the May 5, 2019 Booming BETTER Expo for ages 55 and better in Purchase, NY (click here)

Here are the libraries where the program is operating, along with days/hours:

ARDSLEY, NY 10502
Greenburgh Multipurpose Center
11 Olympic Lane
Wednesday 10-2

DOBBS FERRY, NY 10522
Public Library
55 Main Street
Monday 12:30-4:30

EASTCHESTER, NY 10709
Public Library
11 Oakridge Place
Tuesday 9-2

KATONAH, NY 10536
Village Library
26 Bedford Road
Tuesday 10-3

MAMARONECK, NY 10543
Public Library
136 Prospect Avenue
Friday 10:00-2:30

MOUNT KISCO, NY 10549
Fox Center
198 Carpenter Avenue
Friday 9-2

MOUNT VERNON, NY 10550
Public Library
28 South First Avenue
Monday & Wednesday 10-12, 1-3

NEW ROCHELLE, NY 10801
Public Library
1 Library Plaza
Tuesday & Thursday 9-3

OSSINING, NY 10562
Public Library
53 Croton Avenue
Thursday 10-2

PEEKSKILL, NY 10566
Neighborhood Center
4 Nelson Avenue
Friday 9:30-1:30

PLEASANTVILLE, NY 10570
Mt Pleasant Public Library
350 Bedford Road
Wednesday 10-2

PORT CHESTER, NY 10573
Public Library
1 Haseco Avenue
Thursday & Saturday 9-3

SHRUB OAK, NY 10588
John C. Hart Memorial Library
1130 E. Main Street
Monday 10-2

TARRYTOWN, NY 10591
Warner Public Library
121 North Broadway
Tuesday 10-3

TUCKAHOE, NY 10707
Public Library
71 Columbus Avenue
Friday 12-3

WHITE PLAINS, NY 10601
White Plains Public Library
100 Martine Avenue
Tuesday & Wednesday 10-3

WHITE PLAINS, NY 10607
Theodore D. Young Community Ctr
32 Manhattan Avenue
Friday & Saturday 9-2

YONKERS, NY 10705
Office for the Aging Nutrition Ctr
435 Riverdale Avenue
Monday 10-12, 1-3

YONKERS, NY 10710
Will Library
1500 Central Park Avenue
Tuesday & Wednesday 9:30-1:30

YORKTOWN HEIGHTS, NY 10598
Albert A. Capellini Community &
Cultural Center
1974 Commerce Street
Tuesday & Friday 10-2

WSV

Content created by the staff and hard-working team at Westchester Senior Voice.

Latest posts by WSV