Free Tax Preparation Assistance

provided by AARP

Free tax preparation assistance will be available February 9 – April 15, 2026 for low-to-moderate income Montgomery County taxpayers.

Free tax preparation assistance will be available February 9 – April 15, 2026 for low-to-moderate income Montgomery County taxpayers. Trained volunteers through the AARP Foundation Tax-Aide Program will provide services at (enter your location/branch). Services are by appointment only; scheduling for tax appointments will open on February 2, 2026 and can be made online at www.taxaidemc.info or by calling 240-777-2577 (Monday – Friday, 9am-4pm).

What to Bring to Your Appointment
General
• Federal and State return(s) for 2023 and 2024 and
2025. Tax-Aide can prepare and amend returns for
2024, 2023 & 2022. Please note you must schedule
an appointment by march 15th to have returns for
years prior to 2025 prepared. After March 15th, we
will only prepare returns for 2025 taxes. We only
amend returns prepared by AARP Tax-Aide.
• Social Security cards for yourself and every individual
on your return
• Photo I.D. required for all taxpayers.
• The IRS is phasing out paper check refunds. Bring
a voided check or documentation of bank routing
number and account number to have any refund(s)
deposited into your bank account.
• All letters or other documentation received from IRS
concerning your 2024 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. Please note that you are limited
to only three consolidated brokerage statements.
• 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
• Property Tax bills and proof of payment
• Please note: If you itemized last year, bring all
the information on the deductions. Although the
standard deduction has increased under the new tax
law, it may be advantageous to itemize to minimize
both federal and Maryland taxes.
• There’s a new deduction if you are paying off a loan
on a new car made in the U.S. that you purchased
in 2025. Bring your 2025 loan statement and the
vehicle identification number.

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 Offic

Questions about this program? Contact the branch240-773-9515.

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Library Program Attendance (both virtual and in the branch) is limited to participants within the suggested age range of the program. Children attending an MCPL program under the age of 8 must be accompanied by an adult. Adults attending a program intended for children must have an accompanying child.

If you plan to attend with a group of ten or more, please contact the branch at least one week before the program to discuss how your group might be accommodated.

Accommodation Requests

People who are Deaf or Hard of Hearing should request English-language captioning or sign-language interpretation at least five days before the library-sponsored program they plan to attend. Contact the Assistant Facilities and Accessibility Program Manager at 240-777-0002 with all other accommodation requests.

cm 1.1 01/03/2023

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