Good news: If your loved one made less than $54,000 last year or is age 60 or older, he or she qualifies for free income tax preparation. Here’s the scoop on two of the programs.

Volunteer Income Tax Assistance (VITA) program

  • Who qualifies? People who make less than $54,000/year, people who are disabled, people with limited English speaking skills
  • Who provides the service? IRS-certified volunteers
  • What help is offered? Basic income tax return preparation (see IRS Publication 3676B for specific information on services provided)
  • What info must your loved one provide? Visit the IRS’ What to Bring page
  • How to find a VITA site near your loved one: Use the online form or call 800-906-9887
  • Special note: Some VITA sites have Certified Acceptance Agents who can help people who need to file a tax return but have no Social Security number and need an Individual Taxpayer Identification Number (ITIN). For a list of VITA sites with CCAs, visit https://www.irs.gov/individuals/vita-sites-that-offer-caa-services

 

Tax Counseling for the Elderly (TCE)

  • Who qualifies? All taxpayers, particularly those age 60 and older
  • Who provides the service? IRS-certified volunteers with specialized knowledge about retirement and pension plans. Note: The AARP Foundation’s Tax Aide Program operates most TCE sites. AARP membership is not required.
  • What help is offered? See IRS Publication 3676B
  • What info must your loved one provide? Visit the IRS’ What to Bring page
  • How to find a TCE site near your loved one: Use the online form or call 800-906-9887

 

For more information

  • Read IRS Publication 554, Tax Guide for Seniors
  • Read AARP’s information
  • Search online for assistance offered by city or county governments or non-profits