Tax help with AARP trained professionals

Tax season is almost upon us. AARP tax professionals will be at three of our EVPL locations between February 3 and April 10 to help you navigate tax season. Registration is required to keep your wait time to a minimum.

Appointments can be made online or by calling one of our EVPL locations beginning Tuesday, January 20, at 9:00 am.

AARP Foundation Tax Aide provides tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. You don’t need to be an AARP member to use the service.

Here’s what you need to know:

• Please arrive 10 or 15 minutes before your scheduled time to complete the Interview Form. Failure to be on time may affect the tax preparer’s ability to assist with your taxes.
• If you are filing with a spouse/partner, only one of you needs to register, but both should show up for the appointment.
• If you are filing both 2024 and 2025 tax returns, you must register for two different appointment times, hopefully one after the other.
• Bring a picture ID, Social Security Card/annual statement and last year’s tax return. AARP has a list of documents needed for tax aide services. Other documents to bring, if applicable, include:
  • Make sure you have all your tax documents with you (1099s, W-2s, bring all pages of 1099 brokerage accounts), including real estate taxes paid or rent paid, with the name and address of the landlord.
  • Bring any letters the IRS may have sent you (Loan forgiveness).
  • If you had Marketplace Insurance, bring form 1095-A.
  • The federal government is discouraging mailed refund checks. Therefore, bring a check or your bank’s routing number and account number.
• Bring a pen or pencil to fill out the interview pamphlet and remove documents from their envelopes to speed things along.
• Please respect everyone’s efforts by canceling any appointments that you cannot keep.

Important forms

State Tax Forms

• IT-40 Form
• SC-40 – 2025 Unified Tax Credit for the Elderly
• CT-40 – County Tax Schedule for Indiana Residents
• State Forms: Current Year Individual Tax Forms

Federal Tax Forms

• Form 1040
• Instructions for Form 1040 and Form 1040-SR  
• IRS: About Form 1040, U.S. Individual Income Tax Return

More tax aide opportunities

For additional tax aide opportunites, check the AARP Tax Aide Site Locator tool.

The United Way of Southern Indiana will be hosting the Volunteer Income Tax Assistance program (VITA) at multiple locations with appointment scheduling beginning mid-January.

University of Southern Indiana students in the Romain College of Business provide free federal and state income tax preparation through the Volunteer Income Tax Assistance program (VITA).

EVPL Staff

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