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AARP Foundation Tax-Aide 

Popular Tax-Aide program is back to help

 

January 1, 2023 | View PDF



AARP Foundation Tax Aide Program in Alaska is happy to announce we will be open to prepare taxes this season beginning February 1 through April 18, 2023. We have many sites in Anchorage and other Alaska communities, with the most current information on the site locator at http://www.aarp.org/taxaide or by calling Alaska 2-1-1 information and referral line by dialing 2-1-1 or 1-800-478-2221.

This season Tax-Aide will have multiple service delivery models. It will be important for tax clients to review the service delivery models for each site before choosing your preference. The first service model is walk-in, (first come, first served). This is the traditional model of seeing tax clients face to face and getting your tax return completed the same day.

The second service model will require an appointment prior to coming to the site but your tax return will still be completed the same day.

The third model is scan-only and pick up at a later day; this requires two visits to the site.

Tax-Aide clients are required to have the following:

1. Picture ID (taxpayer and spouse).

2. Social Security cards or a document from Social Security with full name and Social Security Numbers for you, your spouse and all dependents. Be sure all numbers are unredacted (showing). For example, make sure your Social Security Number shows all 9 digits.

3. All income information, such as Forms W-2, W2G, 1099-Misc, 1099-INT, 1099-

DIV, SSA-1099, 1099-K, 1099-NEC, 1099-R, and 1099-B (brokerage statement)). If you purchased health insurance through the Marketplace, also bring Form 1095-A, which is required to complete your return.

4. List of your medical, cash and non-cash contributions, and miscellaneous

expenses (to itemize your deductions if eligible).

5. Copies of last year’s tax return (helps volunteer prepare this year’s return).

6. Bank routing and account number for direct deposit or direct debit – checkbook if possible.

7. Alaska PFD for 2022 was $3,284. Documentation is not necessary; the preparer will ask if you and your family members received a PFD.

8. Any other tax documents you have received, or letters from the IRS in the past year.

Tax clients who did not file their 2021 returns are encouraged to complete both years, especially if they normally receive the earned income credit or child tax credits.

We respect the health and public safety of all people and encourage you to ask if you wish to have your tax counselor wear a mask during your visit. If you are sick, please do not come to your appointment.

 
 

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