Tax Preparation Help

TAX PREPARATION HELP

Below you will find a list of resources for free tax assistance. We also offer a selection of books at the library to assist you. If you know the exact name or number of the tax form you need, it can be printed at the Information Desk at your request. For more information check https://www.summitlibrary.org/info-For-Free-tax-assistance/

Tax Return Preparation for Qualifying Taxpayers Offered by the IRS (Federal and Local)

VITA (Volunteer Income Tax Assistance) sites offer free tax help to people who need assistance in preparing their own tax returns, and who have a limited income.

  • People who generally make $60,000 or less
  • Persons with disabilities; and
  • Limited English-speaking taxpayers

The TCE program offers free tax help, particularly for those who are 60 years of age and older, specializing in questions about pensions and retirement-related issues.

For people comfortable on the web and with guided software and who do not need a person to help them IRS provides taxpayers with access to free software to prepare and file their federal individual income tax return for 2022 using guided tax-preparation-and-filing software totally on their own through IRS Free File. Access to free software is limited to taxpayers with an AGI (Adjusted Gross Income) of $73,000 or less.

  • The list of items you need to bring are listed here.
  • Additional sites within 10 miles of Summit are available using the Tax-Aide Site Locator Tool, which will be up and running again in time for the next tax season.

For more information (in multiple languages) check https://www.irs.gov/individuals/free-tax-return-preparation-for-qualifying-taxpayers   or call 1-800-906-9887.

 

AARP – TAX PREPARATION ASSISTANCE

AARP Foundation Tax-Aide provides in-person and virtual tax assistance to anyone, free of charge, with a focus on taxpayers who are over 50 and have low to moderate income. There is no AARP membership requirement. AARP also offers free self-preparation help. To prepare your own taxes online, you can request help from a volunteer counselor to coach you through the process using your own computer while screen-sharing.

To locate a site near you, visit AARP Foundation Tax-Aide Sites locator  (Change the default location of Washington DC to 07901) or call 1-888-227-7669

The AARP Tax help service is available from February 6 to April 18, 2023.

LOCAL SITES

IN-PERSON, BY APPOINTMENT ONLY

Provider Dates Language Phone
Chatham Senior Community Center Monday English 732-827-2016
Madison Area YMCA Wednesday English 908-354-6060 x 712
Maplewood Woodland Monday & Wednesday English 973-433-6369
Livingston Community Senior Center Monday & Thursday English 973-535-7925
Morristown Senior Center Friday English, Mandarin 973-292-6690
New Providence Public Library Tuesday & Wednesday English 908-665-0046
Scotch Plains Public Library Monday & Friday English 908-322-5007 x 200
South Orange Public Library Tuesday & Thursday English 973-762-0230
Springfield Free Public Library Wednesday English 973-376-4930
Union Township Senior Center Thursday English 908-851-5290
West Orange Public Library Monday & Thursday English 973-736-0198

Tax Prep Help