AARP Volunteer Tax Assistance in Oakmont

AARP has been providing free income tax filing assistance for seniors and low income families here in Oakmont for several years. The Tax-Aide program operated by the AARP Foundation, in partnership with the IRS, has now grown to where there are about 35,000 volunteers serving 3 million taxpayers at 5,000 sites across the country at senior centers, libraries and other convenient locations. Taxpayers do not need to be a member of AARP or a senior or a resident of Oakmont to take advantage of the free Tax-Aide service.

Right here in Oakmont, a team of AARP Tax-Aide volunteers will be at the Berger Center on Mondays and Wednesdays, between 9 a.m. and 2 p.m., starting February 3 through April 13. The Oakmont team is gearing up for a busy 2019 tax filing season.

If you had your tax returns prepared by the AARP team last year, you know that you need to sign up in-person during the above times at the Berger to get on the schedule. When you arrive to make the appointment, you will be given an IRS-required input form you will need to fill out and bring back with you at your appointment.

At your appointment time, bring in all of your forms and info for 2019 income and deductions (W-2s, 1099s, brokerage statements, etc.), a copy of your 2018 tax return, your Social Security card, a photo identification card (preferably your CA driver’s license), and the IRS-required input form completely filled out.

Your tax return will be double-checked by another tax volunteer before it is electronically filed. The system is extremely secure and all information is carefully protected. AARP retains none of your documents. All of the tax forms you brought in and a copy of your 2019 tax returns will be organized and handed to you to take home with you when you leave the service.

In the first few weeks of the season, you will need to be very patient as numerous taxpayers will drop by to get on the schedule and the volunteers who handle the intake and scheduling process will likely be swamped. If you have any questions about the service, contact the Oakmont team leader, Frank Tindal, at 707-537-6927.

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