AARP Tax Aide provides tax assistance, free of charge. You don’t need to be an AARP member to use the service. You’ll get assistance from volunteers certified by the Internal Revenue Service. You can even get your tax return sent electronically for free, which will speed your refund. They will do onsite return preparation for tax year 2024 at Circle of Concern. Interested clients need to sign up at the Circle guest relations desk or call 636.861.2623
WHAT TO BRING
- Last 2 year’s returns
- Documents for Tax Year 2024. NOTE: if you have multiple of any documents listed, bring all of them.
- Photo ID’s for adults and Social Security cards for all family members
- W2
- SSA-1099 Social Security Benefit Statement (Box 5 has a pink background)
- 1099-R Retirement Payments
- 1099-INT Interest
- 1099-DIV Dividends
- 1099-MISC
- 1099-NEC Non-Employee Compensation
- 1099-C Cancellation of Debt
- 1099-G Gambling Income
- Property Tax Credit (circuit Breaker)
- If you own – Real Estate Tax Receipt for 2024
- If you rent – Letter from your landlord documenting rent you paid in 2024. This needs to include:
- The landlords name, address and phone number
- The dates you rented the unite (if whole year 1/1/2024 – 12/31/2024) and
- The total amount of rent you paid
- Documentation of SSI or other assistance received
*Not all participants will have every document
