Tax Aide: Preparation Services from AARP Tax-Aide Volunteers

Free tax preparation assistance by AARP

Free tax preparation assistance will be available February 5 – April 15, 2026 for low-to-moderate income Montgomery County taxpayers.

Trained volunteers through the AARP Foundation Tax-Aide Program will provide services at Long Branch Library.

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, 2024, and 2025. Tax-Aide can prepare and amend returns for 2024, 2023 and 2022.
● Social Security cards for yourself and every individual on your return.
● Photo I.D. required for all taxpayers.
● A void check, or documentation of bank routing number and account number if you want to direct deposit any refund into your bank account.
● All letters or other documentation received from IRS concerning your 2023 tax return, issuance of an IRS Identity Protection PIN, or any other correspondence.

Income
● W-2 from all employers
● Any 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.
● 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.
● 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

Questions about this program? Contact the branch at 240-777-0910

Don't have a card right now?  No worries!  Find out how to Get a Library Card.

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.

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