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
Aldersgate United Methodist Church
1621 Thornton Ave, Butte, MT
Below are the steps you need to take to get your tax return prepared.
1. APPOINTMENT SET-UP
Please call (406)782-8106 to schedule your appointment date and time
You be asked to pick up a Packet at one of the locations prior to your
appointment. Please complete the forms in the packet and bring them with
you to your appointment. Include a copy of your last years return along
with the following:
Form 13614-C Intake/Interview & Quality Review Sheet
All documents listed on the Checklist
Worksheet for itemized deductions
2. APPOINTMENT DAY
Please arrive at the time of your appointment as there is NO waiting
Bring your own pen
Bring a picture ID and a copy of your tax return from last year
When you arrive at ALDERSGATE CHURCH enter through the usual
A volunteer will review your Form 13614-C with you, inventory your
documents and answer any questions you may have at that time.
Form 14446 must be signed by you (and your spouse) to complete
this process. Your documents will then be placed in an AARP
envelope and put in a secured box to be handed off to a volunteer preparer.
*Note: Your tax return will not be ready immediately. You will be contacted
when your taxes have been prepared.
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.
4. REVIEW & AUTHORIZATION
Bring a picture ID, a volunteer will verify your identity using
your Picture ID
A volunteer reviewer will review your tax return with you.
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.
You will receive the printed copy of your Tax Return and the tax documents you provided initially. You are then free to leave the site.
Be sure to keep your Tax Return, Intake Booklet and tax Documents inside the AARP provided envelope and store in a safe place for next year.