Livingston Tax-Aide Process
Welcome to the free tax preparation program provided by AARP Volunteers. Intake and Returns will all be done at the
Park County Senior Citizen Center
206 S Main St, Livingston, MT
Below are the steps you need to take to get your tax return prepared.
To schedule an appointment call (406)-220-6249 and leave a message with your Name and Telephone number. Your call will be returned to schedule a date and time for your appointment.
You will be contacted by an AARP Tax-Aide Volunteer to schedule your appointment date and time. Appointments will be Thursdays 1:00 pm to 3:30 pm. Starting on February 9, 2023 and ending on April 13, 2023
After scheduling your appointment go to the Park County Senior Center and get a AARP Tax-Aide packet. Read the instructions and complete all forms before your appointment.
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,
Helpful for collecting and summarizing information we need to prepare your return
Worksheet for 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
Please arrive at the time of your appointment and check in with the AARP volunteer seated at the front table.
A. Forms 13614-C -
·A volunteer will verify your identity using your Picture ID.
A volunteer will check your documents and answer any questions you may have.
B. All FORMS must be completed before your appointment.
3. TAX PREPARATION
A counselor will prepare your tax return with you.
REVIEW & AUTHORIZATION
A different counselor 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.
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.