Tax Resource Center

AARP Tax Aide Services

AARP is providing free tax preparation services at the O’Fallon Public Library again this year. We are going back to in-person preparation, meaning the returns will be completed and reviewed while the taxpayer is still at the library, if the taxpayer has all the required documents and information. While the library does not have any COVID restrictions we do ask that if you are feeling ill, please cancel your appointment, rather than show up and make someone sick. We will attempt to get you rescheduled if at all possible. Additionally, we ask that you cancel your appointment if you can’t make it, whether health related or not. That way we may be able to get someone else in and avoid wasting resources.

Once your appointment is scheduled, we ask that you download the Intake Booklet which must be completed prior to beginning your return. There are two versions of this booklet, one you can complete online and then print, or the one you can print and then fill out by hand. You can also pick up hard copies at the library.  Regardless of which version you use, please have the booklet filled out as best you can when you arrive for your appointment.

Please ensure that you have all the documents required to complete your return before the scheduled appointment.  Among other things, these might include W-2 forms, 1099 forms, IRS PINs (must be the letter from IRS dated in 2023), brokerage statements, etc.

Photo IDs for taxpayer and spouse and Social Security cards for all people listed on the return are required. Your Medicare card is NOT a Social Security Card.  Last year's tax return is also required.

There are some things we are not permitted by the IRS to do. If you owned any crypto currency in 2022, your tax return is out of scope for the AARP Tax-Aide program meaning we cannot do any returns containing crypto currency. We are also not permitted to do returns with rental income.

Appointments are 100% free and are provided by AARP's Tax-Aide program. You do not need to be a senior or a library member to take advantage of this program.

Last Updated: 1/12/23