Livingston Tax-Aide Process

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


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.

1. APPOINTMENT SET-UP

  • At this time we are not scheduling appointments but are creating a contact list for appointments. To get on our contact list please call (406)-222-0435 and provide your Name, Telephone number and Email address.

  • You will be contacted by an AARP Tax-Aide Volunteer to schedule your appointment date and time. Appointments will be Thursday 1:00 to 4:00.

  • If you have called for an appointment you will be contacted by an AARP Tax-Aide Volunteer to schedule your appointment date and time.

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)

14446 Consent Form - Livingston

Helpful for collecting and summarizing information we need to prepare your return

Document Checklist

Worksheet for Stimulus Payments, 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

  • Read the following COVID-19 Screening before your appointment

  • A wearing a mask is REQUIRED to enter the Park County Senior Center. Please arrive at the time of your appointment as there is NO waiting inside. Your temperature will be checked and you will complete a Covid-19 questionnaire


  • A. Forms 13614-C and 14446 - A volunteer will check your documents and answer any questions you may have. Your tax documents will then be scanned and returned to you in an AARP envelope.


  • B. Forms NOT completed - A volunteer will provide you a sanitized clipboard with form 13614-C and 14445 that is required to be filled out. Complete the form in a designated area. A volunteer will check the documents and answer any questions you may have. Your documents will then be scanned and returned to you in an AARP envelope.


*Note: Your tax return will not be ready immediately, but will be completed the following week.

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

  • You will be called to schedule a 2nd appointment to review your completed Tax Return and sign the authorization form

  • Read the following COVID-19 Screening before your appointment

  • Wearing a mask is REQUIRED to enter the Park County Senior Center

  • Bring your own pen

  • 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 you are 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.

  • When return has been filed, a volunteer will safely destroy any copies of your documents in order to protect your personal information.