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AARP Foundation Tax-Aide to provide free tax prep assistance

Photo Credit: SUBMITTED PHOTO - AARP Foundation Tax-Aide will provide free tax assistance and preparation in Oregon beginning in February.

This year, AARP Foundation is again providing free tax assistance and preparation for taxpayers with low to moderate income through the AARP Foundation Tax-Aide program. AARP Foundation Tax-Aide, in its 48th year, is the nation’s largest free tax assistance and preparation service, giving special attention to the older population.

You do not need to be a member of AARP or a retiree to use this service. AARP Foundation Tax-Aide is offered in conjunction with the IRS.

“In 2014, our 1,197 volunteers were able to obtain total income tax refunds for the nearly 81,000 participants of $55,978,686, and $1.6 billion in Earned Income Tax Credits (EITC),” said Jerry Cohen, AARP Oregon State Director.

In 2014, AARP Foundation Tax-Aide’s 36,000 volunteers at more than 5,000 sites provided 2.6 million people with free tax help. AARP Foundation Tax-Aide volunteers are trained and IRS-certified each year to ensure their knowledge of revisions to the U.S. tax code. Taxpayers who used AARP Foundation Tax-Aide received $1.3 billion in income tax refunds and more than $257 million in EITCs.

Last year, 1,197 AARP Foundation Tax-Aide volunteers in Oregon helped more than 80,795 people file their federal and state tax returns. The program is offered at approximately 134 sites in Oregon including senior centers, libraries and other convenient locations.

Preparation of tax returns under the Affordable Care Act rules will require additional documentation from taxpayers this year. The good news is that for taxpayers on Medicare or Medicare Advantage for the full year, no further information is required. Otherwise, taxpayers need to bring along their family’s health insurance coverage information including information about Marketplace/Exchange purchases, and health care exemptions.

For more information on documentation required or to locate an AARP Foundation Tax-Aide site, visit www.aarp.org/findtaxhelp or call 1-888-AARPNOW (1-888-227-7669).

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