Free Tax Preparation Assistance by AARP

Free tax preparation assistance is available for low-to-moderate income Montgomery County taxpayers on Thursdays and Saturdays from 10:00am - 4:30pm, February 3 – April 15, 2024.

Trained volunteers from the AARP Foundation Tax-Aide Program provide free tax preparation assistance for low-to-moderate income Montgomery County taxpayers from February 3 - April 15, 2024.

Services are by Appointment only. Scheduling for appointments will open on January 29 and can be made online at www.taxaidemc.info or by calling 240-777-2577 (phone lines open Monday – Friday from 9am-4pm).

Service is provided at Long Branch Library, 8800 Garland Ave Silver Spring, MD 20901.

What to Bring to Your Appointment:

General
• Federal and State return(s) for 2021 and 2022. TaxAide can prepare and amend returns for 2023, 2022
& 2020
• Social Security cards for yourself and every individual
on your return
• Photo I.D. required for all taxpayers.
• Void check or documentation of bank routing
number and account number if you want to direct
deposit any refund(s) into your bank account.
• All letters or other documentation received from IRS
concerning your 2022 tax return, issuance of an IRS
Identity Protection PIN, or any other correspondence.

Income
• W-2 from each employer
• Unemployment compensation statements
• SSA-1099 Form showing the total Social Security
benefits paid to you for the year, or Form RRB-1099,
Tier 1 Railroad Retirement benefits
• 1099 Forms reporting interest (1099-INT), dividends
(1099-DIV), proceeds from sales (1099-B), as well as
documentation showing the original purchase price
of your sold assets
• 1099-R Form if you received a pension, annuity, or
IRA distribution
• 1099-MISC Forms, 1099-K Forms
• Information about other forms of income
• State or local income tax refunds

Payments
• All forms and canceled checks indicating federal and
state income tax paid (including quarterly estimated
tax payments).

Deductions
Most taxpayers have a choice of taking either a
standard deduction or itemizing their deductions.
If you have a substantial amount of deductions,
you may want to itemize. You will need to bring the
following information:
• 1098 Form showing any home mortgage interest
• A list of medical/dental expenses (including doctor
and hospital bills and medical insurance premiums),
a list of prescription medicines, costs of assisted
living services, and bills for home improvements
such as ramps and railings for people with disabilities
• Summary of contributions to charity
• Receipts or canceled checks for all quarterly or
other paid tax
• Property Tax bills and proof of payment
• Please note: If you itemized last year, bring all the
information on the deductions listed above this year.
Although the standard deduction has increased
under the new tax law, it may be advantageous to
itemize to minimize both federal and Maryland taxes.

Health Insurance
• 1095A Forms if you purchased insurance through the
Marketplace (Exchange)

Credits
• Dependent care provider information (name,
employer ID, or Social Security number)
• 1098-T and 1098-E Forms (Tuition and Student
Loan Interest)
• Along with 1098-T, bring Student account statement
for the year—downloaded from the Bursar’s Office

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