Sorry to Announce – AARP Tax Aide is Full

Over 200 tax packets were distributed at the Tax-Aide Packet distribution event on Feb 24. Three days later, all available appointments had been booked! Due to the delay to our opening related to Covid-19 safety procedures, the number of people we are able to serve was reduced. We extend our apologies to those who were unable to get an appointment.

However, we are currently taking names and phone numbers for a wait-list. We will call people on the wait-list if anyone cancels, is a no-show, or if we are able to extend our drop-off service past April 15. If you typically get a refund or don’t have to pay taxes due to low income, you can file late (after April 15) without any penalties. If you would like to get place on the wait-list, call 707-596-3384 and leave a message with your name and phone number. We will call you if an appointment opens up or we are able to extend our services. Please note that if you are on the wait list, your taxes will very likely be filed after April 15. If service is extended, we will announce that in an e-blast.

If you did not get an appointment, and want to ensure you have your taxes filed by April 15, there are some other options for getting free help with your taxes.
• AARP does have other volunteers helping taxpayers via email. You will need to either send scanned documents or take photos and email them.
• United Way of Wine Country – has a free drop off service for those who make less than $66,000 a year.
• If you are comfortable with a computer, you can get free video/phone assistance from an AARP volunteer who will help you do you own taxes using their free software. There is no income limit for this service.

Links for all of these services can be found at https://www.aarpCA2.org/sonoma-napa.

If none of these options work for you and you want to ensure your taxes are filed by the current April 15 deadline, you should seek the services of a paid tax preparer.

As a reminder, there are several types of returns our AARP Volunteers cannot handle such as rental income, a K-1 form, or any futures/option trading. Also added to the Out Of Scope list for this year is if you made a contribution to a charity directly form your IRA, did not have health coverage for all or part of they year, took a qualified disaster retirement plan distribution last year, or were classified as an AB5 Independent Contractor. In those instances, you should go to a paid preparer.

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