Tax-Aide appointments now accepted

AARP Tax Assistance

The AARP Foundation Tax-Aide program offers free tax preparation help to anyone with special attention to those over the age of 50 who cannot afford a tax preparation service. Appointments are required and run from early February through mid-April. Schedule an appointment in person at the Info Desk, Second Floor Desk or call 847-392-0100. If you have brokerage statements, please make your appointments for late March or early April. All returns will be e-filed, and you will receive a paper copy of your return. If filing a joint return, both spouses must be present, or bring a signed Power of Attorney.

Any changes to this service will be posted on our website at ahml.info. You can also contact us by email at questions@ahml.info, chat with us at ahml.info or call 847-392-0100.

Bring the following items to your tax appointment:

  • Government photo ID and Social Security card or SSA-1099 year-end statement.
  • Copies of all your W-2, 1099-INT, 1099-DIV, 1099-R, 1099-B forms for 2024.
  • Copy of your 2023 federal and state income tax returns filed in 2024.
  • All correspondence from IRS.
  • Form 1099-G Unemployment Insurance received in 2024.
  • Self-employment income and expenses for 2024.
  • Receipts and information for itemized deductions in 2024 (medical and dental expenses, taxes and interest paid, gifts to charities and other deductions). Total your receipts prior to your appointment.
  • Real estate tax bills for property taxes paid in 2024.
  • Closing statements for any real estate sold in 2024, including original cost of property and cost of improvements made to the property.
  • Social Security SSA-1099 for 2024.
  • Railroad retirement forms RRB-1099 and RRB-1099R for 2024.
  • Marketplace Health Insurance Form 1095-A.
  • Check from your bank for direct deposit or direct debit information.
  • If using Power of Attorney, you must bring a copy of the official form.