Welcome to the free tax preparation program provided by AARP Volunteers. The process has changed significantly due to COVID-19 and seeks to minimize personal contact. This year due to Covid-19 precautions, Intake and Returns will all be done at the
Hearst Free Library
401 Main St, Anaconda, MT
Below are the steps you need to take to get your tax return prepared.
1. APPOINTMENT SET-UP
At this time, you can sign up for an appointment to have AARP volunteers do your 2022 taxes.. To get on our contact list please visit or call the Library at (406)-563-6932 and provide your name, telephone number and your desired time slot. Drop-off and pick-up times will be on Mondays between 10 am and 4 pm. You will be required to complete Forms 13614-C and x14446 before AARP can begin preparing your taxes.
2. FORMs REQUIRED & Helpful
A. If you have Internet access - Please print the following forms and complete them -
Form 13614-C Intake/Interview & Quality Review Sheet (aka)Intake Booklet,
(form 13614-C may be completed with your computer after you download a copy. aka fillable)
Helpful for collecting and summarizing information we need to prepare your return
Itemized Deduction and other Information
· B. If you do not have Internet Access the above forms will be provided at your scheduled appointment and completed at that time. Please allow extra time to complete the forms.
2. APPOINTMENT DAY
The Tax Aide will fill in the Document Inventory checklist signed by the taxpayer.
3. REMOTE TAX PREPARATION
While your tax return is being prepared remotely by a local volunteer, you may be called with questions by two different volunteers- a Preparer and a Reviewer. If you do not answer, a contact number will be left in your voicemail. Please have your last year’s tax return available.
4. SECOND APPOINTMENT: REVIEW & AUTHORIZATION
A volunteer reviewer will provide you with Form 8879 (IRS e-file Signature Authorization). By signing Form 8879 you agree that the responsibility for the accuracy of the information on the return is yours. Both you and your spouse (if applicable), will be required to sign, giving AARP permission to E-file your return.