Free Tax Preparation Assistance - In-person

provided by AARP, at the Twinbrook Library

Free Tax Preparation Services from AARP Tax Aide Volunteers for low-to-moderate income Montgomery County taxpayers (special attention to older adults). By appointment only!

Free tax preparation assistance will be available at the Twinbrook Library on Tuesdays from February 10 – April 14, 2026 for low-to-moderate income Montgomery County taxpayers with special attention to older adults. (Free tax preparation assistance will be available at various other locations from February 9 – April 15, 2026 for low-to-moderate income Montgomery County taxpayers with special attention to older adults.) 

Services are by appointment only; book by March 2, 2025 to guarantee availability. 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 (phone lines open Monday – Friday from 9am-4pm).

Questions about this program? Contact the branch at 240-777-0240.

WHAT TO BRING TO YOUR APPOINTMENT:

General
● Federal and State return(s) for 2023 and 2024. Tax-Aide can prepare and amend returns for 2025, 2024, 2023 & 2022. Please note you must have 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 or the State of Maryland 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 not 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 Office

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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