AARP Tax Prep

The AARP Foundation’s Tax-Aide tax assistance is provided by trained volunteers in partnership with the IRS, and is geared toward seniors and modest- income taxpayers. The volunteers do Federal and Michigan 1040 forms and credits, and amended returns. The returns will be sent electronically, and you will receive a paper copy to take home for your files. They are able to do some simple business returns (Schedule C – except for rental income, depreciation, inventory, home offices, or a net loss). They can also offer advice if you are doing your own return and have questions. They are notable to do rental income or farm income, non-resident-alien returns or state returns other than MI. An AARP membership is not required.

Tax forms can be printed from this link.

Call SASC beginning Jan 14 to make an appointment. No appointments on Feb 17 since SASC will be closed due to Presidents’ Day.

*For joint returns, IRS policy is that both spouses must be present

*If you have 2 tax returns to be done (such as yours and an elderly parent’s), schedule 2 sequential time slots – the second following the first. A Power of Attorney is required for anyone who cannot come to the site.

You will need to bring:

A copy of last year's 2023 Federal & State Tax returns (VERY IMPORTANT)
Driver's License or other Government-issued photo ID
Social security cards and birthdates for yourself, spouse, and dependents
For Direct Deposit of a refund, we MUST see a personal check or a letter from the back with routing and account numbers
For Property Tax Credit, 2024 Property Tax receipts Summer and Winter
If you received a 1095-A, regarding health insurance, bring it.
W-2 forms from each employer;
SSA-1099 form if you were paid Social Security benefits;
All 1099 forms (1099-INT, 1099-DIV, 1099-B, etc.) showing interest and/or dividends and documentation showing |original purchase price of sold assets;
1099-MISC and 1099-NEC forms showing any miscellaneous income or self-employment income;
1099-R form if you received pension, IRA, or annuity distributions;
1099-G form if you received unemployment compensation;
W-2 G if you received gambling winnings;
Dependent-care provider information (name, address, Tax IS or SS#, amount paid);
DHS annual statement showing DHS assistance;
If potential Heating Credit, bring Dec, Jan, or Feb DTE bill;
If receive Supplemental Security Income (SSI), bring letter from Social Security Administration;
If renting, proof of rent paid (and landlord’s name & address);
If self-employed, a record of your cash income and business expenses;
If resident of a co-op, the letter that explains what percentages of your monthly carrying charges represents property taxes.

OTHER RESOURCES:

Local Resources

Ann Arbor District Library– Offers physical copies of various federal tax forms beginning in late January. Librarians can print additional forms free of cost.
Chelsea Library– Tax forms can be found next to the 2nd floor elevator beginning late January to early February. Other forms can be copied by asking a librarian.
Chelsea Senior Center– Offers free tax preparation through AARP for older adults who have lower income levels and simpler returns (membership not required). Call (734) 475-9242 to schedule an appointment.
Housing Bureau for Seniors– Accepting appointments beginning in January. Call (734) 998-9341 to schedule.
Manchester Community Resource Center– Will be serving as a United Way VITA “Scan and Go” site. Individuals who made less than $64,000 in 2024 may be qualified to have their taxes done for free in February. Call the CRC for more information and/or to schedule an appointment at (734) 428-7722.
Milan District Library– Basic federal and state income tax forms and instructions are available at the library beginning in January. Can also assist with printing. Call (734) 439-1240 for more information.
Milan Seniors for Healthy Living– Offers free tax preparation through AARP (membership not required). Appointments usually open up in early February. Call (734) 508-6229 for more information.
Saline District Library– Offers free tax preparation through AARP (membership not required). Call (734) 429-5450 to schedule an appointment.
St. Francis of Assisi Parish – offers tax preparation assistance to individuals that make $45,000.00 or less. Call the parish office at (734) 821-2121 to make an appointment to drop off your return.
United Way of Southeastern Michigan– Offers tax preparation beginning in January. Call 2-1-1 to schedule an appointment.
University of Michigan Law School Low Income Taxpayer Clinic– helps low-income taxpayers with various issues — IRS notices, liens and levies, innocent/injured spouse relief, tax audits and more — when the when the amount in dispute is $50,000 or less per tax year. Call (734) 936-3535 to schedule an appointment.
Ypsilanti Library – AARP TaxAide program is targeted at low- and moderate-income taxpayers, especially those over 50 years old. Call (734) 482-4110 to make an appointment or for more information.

State Resources

Michigan Legal Help– Offers a variety of articles with information related to taxes.

National Resources

AARP Tax Aide– provides in-person and virtual tax assistance to anyone free of charge with a special focus on taxpayers who are over 50 or have low to moderate income. The program generally runs from February 12 to April 15.
Accounting Aid Society– Available to those with an annual household income of $57,000 or less. Offers a remote service where IRS certified tax preparers will work to complete tax returns via phone. Must have a smartphone and an email address to submit documents.
IRS Free File– Prepare and file your federal income tax online for free. File at an IRS partner site with the IRS Free File Program or use Free File Fillable Forms. No cost to you for a federal return.
MyFreeTaxes.com- Free online tax filing program provided by United Way that helps anyone of any income file their taxes for free. Can file federal and unlimited state returns for free.