Tax Aide Counseling

Volunteer Tax Aide counselors are available to assist senior citizens with the preparation of Federal and State income tax returns. This service is available through AARP, RSVP and the Baltimore County Department of Aging. Tax counseling service is free and confidential, specializing in older and low-income residents.

Seniors are asked to make an appointment at one of the locations listed below and bring all of the following documents:

• Completed copy of 2018 tax returns, both Federal and State.
• All 2019 forms that show income information (wages, salary, interest, dividends, sale of home, pensions, IRA distributions, state tax refunds, etc.), normally labeled W-2 and 1099.
• Any bank statements showing taxes and mortgage interest paid, broker's statement of stock sales, etc.
• All 2019 SSA-1099 and RRB-1099 forms reporting your Social Security and Railroad Retirement Benefits.
• All 2019 records showing possible deductions (medical payments, interest paid, taxes paid, contributions, miscellaneous deductions).
• All records of estimated tax payments.
• All Federal and State tax packets received in the mail that have your address label attached.
• Any homeowners' or renters' tax credit forms if you have previously filed for tax credits.

Tax preparations for 2019 will start early February 2020 and continue through April 15, 2020. You will need to contact your local site for an appointment. The following is a list of the AARP Tax Aide library and senior center locations in Baltimore County.