Jefferson County Public Libraries and AARP Partner to Provide Free Tax Help for Seniors

Appointments can be reserved beginning January 4, 2022

Get free tax help from AARP IRS-certified volunteers who offer free tax counseling and preparation services to millions of taxpayers with special attention to elderly and low-to-moderate income taxpayers. There are a limited number of free tax counseling appointments available between February 1 - April 15.

Registration is required and begins January 4. After registering, it is important that you complete an intake form prior to your appointment. Please print your own, opens a new window or visit the library to pick up a printed copy.

AARP asks that you use the following checklist as a reminder of the items you need to bring to your appointment.

Bring to ALL appointments:

  1. Previous year's tax return(s).
  2. All W-2 statements for 2021.
  3. Social Security cards (or photocopies) for yourself and any dependents, plus photo ID for you and your spouse or partner. We cannot accept memorized SS numbers or SS numbers from prior returns.
  4. ITIN cards (or photocopies) for any member of your household who has an ITIN instead of a SSN.
  5. A check or a copy of a check (not a deposit slip) for the bank account that you intend to use for direct deposit for any refund. Numbers from debit cards won't work.
  6. Intake Form -- print your own, opens a new window or pick up at any library location. 

Bring to your appointment, IF applicable:

  1. All Form 1099s received for 2021. NOTE: Please schedule your appointment to accommodate the issue date of February 15 for 1099R forms, if needed.
  2. Affordable Care Act Form 1095A, if you bought health insurance through healthcare.gov or a state exchange such as Connect for Health Colorado.
  3. List of medical, charitable, and tax payments made in 2021. For each vehicle tax payment, bring the Tax and Fee Receipt section of the 2021 registration receipt.
  4. Real estate tax statement ("2020 Property Taxes Due in 2021").
  5. Sales receipt, if you bought a new or used car in 2021.
  6. W2-Gs for any gambling winnings, with a record or your gambling losses.
  7. Brokerage statements for stocks or mutual funds. NOTE: Please schedule your appointment to accommodate the issue date of February 28, if needed.
  8. IRS Letter 6419, if you received child tax credit payments in 2021.
  9. A note to remind you about the Economic Impact Payment that you may have received 1Q21.
  10. If you applied for Colorado State Property Tax Credit rebates (104PTC), please bring proof of any property tax you paid directly in 2021, rent receipts for 2021, heating costs for 2021, and Colorado Driver’s License or CO photo ID card.

AARP would also like to remind you that they are unable to assist with the following tax returns:

  • Returns involving rental income for your main home (if for more than 15 days during the year).
  • Returns involving income from the rental of a home other than your main home for any time during the year.
  • Returns for small businesses or independent contractors, including Uber and Lyft drivers.
  • Returns for someone who owns any virtual currency, even if none was bought or sold in 2021.
  • Returns involving a casualty loss.
  • Returns for anyone who experienced bankruptcy during 2021.
  • Returns for anyone in the military or active reserve during 2021.

Registration is required and begins January 4. Appointments can be made online, opens a new window, at the Library or by calling 303.235.5275. Browse our Tax Featured Guide for more related resources and services.