Tax-Aide

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RSVP/AARP Tax-Aide Program

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RSVP/AARP Tax Aide provides free federal and state (Maryland) tax preparation services for low-to-moderate income taxpayers who live or work in Montgomery County.  Special attention is given to those 60 years old and older.  Our program runs during tax season, the first week of February through April 18, 2016.

The program has more than 100 volunteers who are trained to prepare simple tax forms. Each year we prepare nearly 5,000 federal and state returns.  The AARP flier  provides more information on which returns are considered simple and which are too complex (out-of-scope) for the program. Please read this information before making an appointment.  Taxpayers with complex tax returns will be advised to seek paid tax assistance.

The RSVP/AARP Tax Aide program prepares taxes at more than 20 different locations across Montgomery County.  
Click here for a list of locations with appointments in 2016.  

To respect your time we work by appointment only.

Taxpayer: Scheduling an appointment

Appointments are made through a central scheduling office staffed by volunteers or online. Once an appointment is scheduled, changes or cancellations must be done by phone. Only one appointment permitted per person. Please make your appointment early to ensure availability. 

Phone Appointments

The office is open Monday – Friday from 9:00 AM – 3:30 PM. 
To schedule, cancel, or change an appointment call 240-777-2577.  

Online Appointments

To schedule an appointment, please click on the online scheduling link below.  Under "Pick an Appointment," use the drop down box to "Choose an appointment type.” Then select “Other Locations (1 hour)” to make an appointment at any of the sites other than Riderwood. (You must be a resident or staff member to make appointments at Riderwood.)  Choose your location--called “Choose your calendar" in the online system--from the Other Locations (1 hour) drop down box. (See the above for link for a list of location addresses.)  A calendar for that location will appear. The highlighted days are available for appointments. Click on your preferred day, then click on an appointment time, and then enter your contact information.  After you enter your information, click the “Continue” box, then click the “Finish” box on the next page.  You have successfully made you appointment when you see the “Confirmation” page.  You will receive an email confirmation for your appointment shortly after making the appointment and an email appointment reminder about two days prior to the appointment. 

Link to online scheduling 
Under "Pick an Appointment," select “Other Locations (1 hour)” to find all sites available to the general public.  

Taxpayer:  What to bring to your appointment

  • Last year’s (2014) Federal and State tax returns
  • All tax forms showing income including:
    -- All W2s, 1099s (interest, dividends, pensions, IRA disbursements, state tax refunds, stock sales, etc.
    -- 1098s (mortgage, interest, brokerage, student expenses)
    -- Social Security or Railroad Retirement statements
  • The amount of estimated Federal and Maryland taxes you paid
  • Social Security cards, including for children
  • Basis for any stock sales (purchase date and cost)
  • If you sold a home or other property, what it cost, when you bought it, and what you paid for major improvements
  • Alimony received or paid for the year, if applicable.
  • If Married and Filing Separately, bring spouse’s SS#; if spouse is itemizing expenses, you will also have to itemize so bring concise list of your expenses
  • Concise list of expenses and charitable donations if you wish to itemize
  • Property tax records
  • Photo IDs for adults (persons 18 years and older included in the return)
  • In order to have any refund you receive electronically deposited, bring a blank check showing your bank’s routing number and account number

What health insurance information do you need to bring this year to support tax preparation?

  • Health insurance coverage information for taxpayer, spouse and all dependents. Examples of health insurance are Medicare, Medicaid, employer sponsored coverage under a group health plan, individual health coverage, CHIP, Tricare. This information includes any Forms 1095-B and/or 1095-C received for anyone included on the tax return.
  • If taxpayer purchased health insurance through the Marketplace/Exchange, Form 1095-A. S/he should receive this form by January 31.
  • If any health care exemptions were received from the IRS or the Marketplace/Exchange, bring exemption code and certificate number.
  • If taxpayer didn’t have full-year coverage for everyone on the return:
    - Information about monthly coverage
    - The income of each dependent who has a filing requirement
    - The cost of any employer-sponsored insurance offered to anyone on the return who declined such an offer and remained uninsured

For more information about the Marketplace/Exchange, visit HealthCare.gov.

For more information on the Affordable Care Act, go to irs.gov/aca.

Taxpayer: Your Tax Preparation Appointment

When you arrive at the site for your tax preparation appointment, you will be asked to fill out Part I through Part VII (page 1 to top of page 3) of the Intake/Interview & Quality Review Sheet.  The grey sections will be filled in by a volunteer preparer. Volunteers at the site are prepared to help you complete the form and answer any questions that you may have about the form.

If you would like to review the Intake/Interview & Quality Review Sheet before your appointment, you may download the form and complete some or all of Part I through Part VII before your appointment.   Bring the Intake/Interview & Quality Review Sheet and all supporting tax documents (see What to Bring above) to your appointment.

Snow Policy

For the RSVP/AARP Tax-Aide snow policy, please click here

Other free tax preparation services in Montgomery County

Go to http://www.montgomerycountymd.gov/cashback/schedule.html

Retired and Senior Volunteer Program (RSVP)

 

  Tax-Aide is a program of the Montgomery County's RSVP program (Retired and Senior Volunteer Program).  Click here to find out about more RSVP opportunities and to become a member!

 

logo for Acuity Scheduling software
The Montgomery County Tax-Aide program expresses its gratitude to Acuity Scheduling, Inc. for its donation of the Acuity Scheduling software being used in our central scheduling office this year. We expect the use of this software will simplify the scheduling process for both our volunteers and the taxpayers we serve.