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Operational GuidelinesFINAL093009 doc - aarp

Operational GuidelinesFINAL093009 doc - aarp 2025

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The document outlines the operational guidelines for the AARP Tax-Aide program, which provides free tax assistance to low- and moderate-income individuals, particularly those aged 60 and over. It details the program's structure, including volunteer recruitment, training, site management, equipment ordering, communication protocols, and reporting requirements. The AARP Tax-Aide program is a collaborative effort between the AARP Foundation and the IRS, aiming to serve millions of clients annually through a network of volunteers across various locations.

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Got questions?

We have answers to the most popular questions from our customers. If you can't find an answer to your question, please contact us.

Does AARP need to be notified of a death?

You may submit an account update request for the AARP membership account of your deceased loved one. Simply click on the button below to complete the online form. Once the form is submitted, a specialist will take care of processing the updates and send a confirmation email with details and helpful information.

Is AARP renewal tax-deductible?

Membership dues are not tax-deductible. However, donations to AARPs charitable affiliate, AARP Foundation, are tax-deductible.

What to bring to an AARP tax appointment?

You will need: Tax Information such as Forms W-2, 1099, 1098, 1095. Social security cards or ITIN letters for all persons on your tax return. Picture ID (such as valid drivers license) for you and your spouse.

What documents do I need to submit with my tax return?

These include: A W-2 form from each employer. Other earning and interest statements (1099 and 1099-INT forms) Receipts for charitable donations; mortgage interest; state and local taxes; medical and business costs; and other tax-deductible expenses if you are itemizing your return.

Does AARP have final expense insurance?

AARP Final Expense Life Insurance Most seniors looking for life insurance coverage are looking for it to cover final expenses and burial costs. AARP Final expense life insurance offers lifetime coverage that never decreases and premiums that never increase.

What is the income limit for AARP tax prep?

The AARP Foundation Tax-Aide program offers free tax preparation help to anyone, particularly focusing on taxpayers who are 50 and older and those who have low to moderate income. However, there is no strict income limit for receiving assistance from AARP Tax-Aide.

Operational GuidelinesFINAL093009 doc - aarp 2025

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