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Sites for free tax preparation for seniors

On Friday mornings there is an AARP/IRS sponsored site for free income tax preparation at The Villages. Fridays might not be a convenient day for you, or perhaps there might not be an open appointment on the day you can come. 

Good news. There are other AARP/IRS sites in the valley. These sites vary in services available. First, understand your preparation service choices and then search for a location that can provide that service to you. Below is a description of four types of available service.

In-Person: Tax preparation is completed on-site in one visit by a tax volunteer and reviewed by a supervisor. The Federal and California returns are electronically filed, and you are given a printed copy of your returns. 

One Visit Scan: You visit a preparation site, where a digital copy of your tax documents is created and stored in the IRS-provided software used to prepare your return. Volunteers then prepare and review your return remotely. You work with a volunteer online to finalize the returns, file them, and have the returns sent to you using a secure transmission. Note for this service internet access is required.

Two Visit Scan: You visit a preparation site, where a digital copy of your tax documents is created and stored in the IRS-provided software used to prepare your return. Volunteers then prepare and review your returns remotely. During a second visit, you work with a volunteer to finalize your return, have it electronically filed, and receive a printed copy.

Drop-off: You visit a preparation site and leave your tax documents with an IRS-certified volunteer. Your return is prepared by a tax volunteer working remotely. During a second visit, you work with a volunteer to finalize your return and file it. You leave with a printed copy of your returns and your original documents.

No Site Visit: You create digital copies of your tax documents and upload them to the IRS-provided software used to prepare your return. Tax-Aide volunteers prepare your return remotely. You work with a volunteer using an online video system (similar to Zoom) to finalize the returns, file them, and have the return sent to you using a secure transmission. Note for this service internet access is required.

To find these additional sites go online to aarp.org and enter Tax Aid Locations in the search box. Put in our zip code and the sites will be listed by distance from The Villages. Senior Resource Services has a handout listing the 9 closest sites. Stop by the SRS office for a copy or call 408-239-5253 and SRS can email you the handout. 

Note: The Senior Resource Services (SRS) office hours for drop-in assistance are Monday, Wednesday, and Friday from 10 a.m. to noon. The SRS office is in the Cribari Center across from the Post Office. You may also leave a message at 408-239-5253 or e-mail SRS at villagessrs@sbcglobal.net. The purpose of SRS is to provide education and general business and financial information. All assistance is free and confidential. You should ask your professional advisor about your individual situation.

Questions? Call SRS at 408-239-5253.

Note: The Senior Resource Services (SRS) office is currently closed for drop-in assistance. You may still leave messages at 408-239-5253 as we monitor phone messages every day and can still answer questions by phone. Please note that the return phone call will be from a volunteer calling from their home and your phone identification will not read SRS. We can also e-mail handouts. The purpose of SRS is to provide education and general business and financial information. All assistance is free and confidential. You should ask your professional adviser about your individual situation.