Tax returns being prepared and organized

AARP Tax-Assistance

| Burlington County Library

The AARP Tax-Aide Program offers free tax help for taxpayers with low and moderate income, with special attention to those age 60 and over. Please call the library or choose a location below to schedule your appointment.

Burlington County Library  Cinnaminson Library  Evesham Library 

Pemberton Library  Pinelands Library 

This year the AARP Tax-Aide Program will require users to sit down with preparers and wait while the AARP volunteer preparers fill out the tax returns.

Please bring the following documents:

  • Completed copy of the 2022 IRS Intake/Interview Review Sheet
  • Copy of last year’s tax return
  • Government issued photo ID for each taxpayer (NJ Driver’s License, etc.)
  • Social Security Cards for all individuals to be listed on the return
  • Info on health insurance coverage (Form 1095-A if you have Marketplace/ACA)
  • Copies of ALL W-2, 1098, Social Security forms
  • Copy of 2020 return if client anticipates an earned income credit and their 2020 income was greater than 2022
  • If unemployed during the last year, info on unemployment received and taxes paid, if any. (Will need to obtain this info from the unemployment office.  It will not be sent to you)
  • Amounts of any other income such as stock sales, gambling winnings, interest, dividends
  • Basis of any stock sales
  • Child care provider’s identification number and address if applicable
  • College expenses or interest paid by taxpayer
  • Amount and dates of estimated tax payments, if any
  • Amount of property taxes paid, amount of property tax rebate, if any and mortgage interest, if any
  • Summary of health care out of pocket expenses including mileage for appointments
  • Summary of charitable donations
  • Home purchase or sale info if any in 2021 or 2022
  • Bank document, such as blank check, showing routing and account number if requesting direct deposit of refund
  • Copy of last year’s PTR if applicable
  • Monthly amount if you pay rent

*Note: AARP cannot prepare your taxes if you own rental property, cryptocurrency or any digital asset

The Maple Shade Branch will also offer tax by VITA volunteers.  To make appointments (only Saturdays available) please call and leave a message for the VITA volunteer: (609) 447-0077

Audience: Adult Seniors