Schedule Tax Appointments

APPOINTMENT PROCESS

1.  Select your tax site (shown below with days and times of operation)

2. Schedule your appointment by PHONE (Appointment Phone Numbers below) or ONLINE (available for select sites)

3. Complete the AARP Tax-Aide Intake Form PRIOR to arriving for your appointment.  Click here for locations to pick up the Intake Form prior to your appointment or Click here to download the Intake Form and complete to bring to your appointment

4. Click here for Important Documents to Bring to the Tax Site

5. Click here for return items Tax-Aide can prepare

6. . Taxpayer Instructions - Tax Year 2023

7. Taxpayer Information and Responsibilities

8. 2023 Property Tax Rebate Information - Increase in Eligibility Income!

LIST OF TAX SITES BY DAY OF WEEK (Click on Site Name for specific sie information)

Monday

Grace Church Shrewsbury

Hanover Church of the Brethren

St Matthew Evangelical Lutheran Church

Tuesday

Messiah Church of York

Delta Senior Center(1 Day Only, March 26, 2024, 9 AM-2 PM)

Wednesday

York Alliance Church

Susquehanna Area Senior Center

Thursday

Dover Area Community Library

Living Word Community Church

Windy Hill on the Campus

Various Thursdays

Susquehanna Area Senior Center  Various Thursdays

Various Fridays

Red Land Senior Center Feb 9, 23; Mar 8, 22; Apr 5

Union Fire Company 1 Feb 2, 16; Mar 1, 15, 29; Apr 12

Saturday

Aldersgate Church

Get Ready for Your Tax Filing!

*Courtesy IRS.gov

Organized tax records make preparing a complete and accurate tax return easier. It helps you avoid errors that lead to processing delays that slow your refund and may also help you find overlooked deductions or credits.

Before you file, be sure you have the following (wherever applicable):

• Forms W-2 from your employer(s)

• Forms 1099 from banks, issuing agencies, and other payers including unemployment compensation, dividends, distributions from a pension, annuity or retirement plan

• Form 1099-K, 1099-MISC, or other income statements if you worked in the gig economy

• Form 1099-INT if you were paid interest

• Other income documents and records of virtual currency transactions

• Form 1095-A, Health Insurance Marketplace Statement, to reconcile advance Premium Tax Credits for Marketplace coverage

Notify the IRS if your address changes and notify the Social Security Administration of a legal name change.

Remember, most income is taxable. This includes:

• Unemployment income

• Refund interest

• Income from the gig economy

• Virtual currencies.

See More Steps to Take Now to Get a Jump on Your Taxes

York County AARP Tax-Aide

How Your Income Tax Return Will Be Prepared

When you call for an appointment or schedule an appointment online, we will suggest a place for you to pick up an Intake/Interview Booklet. You can also download and complete the document from here. We ask that you complete the Intake/Interview information prior to your appointment to reduce the time you are with us in-person.

Intake/Interview Booklet

How AARP Foundation Tax-Aide Can Help You Today

When you arrive for your appointment, a Tax-Aide volunteer will look at your government issued photo ID and Social Security information, review all your documents – including your 2021 tax return that you brought with you - and conduct an intake interview with you. Then we will prepare your 2022 tax return. When your return is finished, one of our Counselors will review the completed return with you. You will have an opportunity to ask questions. You will be asked to sign an IRS Form 8879. Your signature on the Form 8879 (1) authorizes us to e-file your return on your behalf and (2) acknowledges that you understand you are responsible for the accuracy and completeness of the return. You will receive the original Form 8879 with your signature and a paper copy of your tax return(s) prior to leaving the site. We will provide you with any items that you need to mail and instructions for doing so. If it is a joint tax return, both taxpayers should be present to sign. 

If you would like to itemize deductions or consider itemizing deductions, please print the Itemized Deduction Worksheet found here and complete it.

Itemized Deduction Worksheet

Guide to Returns Tax-Aide volunteer CAN and CANNOT prepare

We offer free tax return preparation to anyone who needs it. AARP Foundation Tax-Aide volunteers are trained to help you file a variety of income tax forms and schedules. In certain situations, however, our volunteers may be unable to provide assistance. The Volunteer Protection Act requires that our volunteers stay within the scope of tax law and policies set by the IRS and AARP Foundation. Here's a guide to what our Tax-Aide volunteers can — and can't — do.