Williamsburg AARP Tax-Aide

About the Program

Tax-Aide is sponsored by the AARP Foundation. Expenses are paid by the Internal Revenue Service, augmented by Foundation funds. The program helps seniors and low and moderate income taxpayers of all ages. Service is on a first come, first served basis, but those over 59 years of age are given a limited priority.

Counselors are volunteers who are certified annually after passing a comprehensive IRS test. They accept no gifts or gratuities for their services. They are prepared to complete all common forms and schedules for individual tax returns. Business forms will normally be limited to Schedules C-EZ, D and SE. Clients who are delinquent in the filing of returns for past years will be assisted only if they have all the required background materials available and can be helped without inconvenience to others.

Appointments may be scheduled for both library locations by calling 259-4072. Calls will be taken beginning February 1st and appointments will begin on February 15th, 2017 

Taxpayers requiring preparation of previous year returns (2013, 2014, and 2015) or amendments will be asked to make appointments for later in the tax season. Priority is given to 2016 returns.

Dates and Times

 Williamsburg Library
515 Scotland Street

 James City County Library
7770 Croaker Road

 February 1 through April 18, 2017

 February 1 through April 18, 2017

 Monday, Tuesday & Thursday 10:00 AM - 6:00 PM

 

Monday, Wednesday & Saturday 10:00 AM - 2:00 PM

 

Wednesday, Friday and Saturday 10:00 AM - 2:00 PM 

Tuesday & Thursday 10:00 AM - 7:00 PM *

 

 

* Except for the Tuesdays on February 14th, March 14th & April 11th the hours will be 10:00 AM - 6:00 PM 

 

What to Bring

  • Picture ID (such as a valid driver’s license or other government issued ID) for you and your spouse (if applicable)
  • Social security cards or ITIN letters for you and all persons on your tax return
  • Tax documentation such as Forms W-2, 1099 (SSA, R, INT, DIV), 1095 (A,B,C), and 1098 for you and your dependents 
  • Income Information for all Dependents 
  • A copy of last year's tax return
  • Bank account numbers for direct deposit on a printed check or bank card 
  • Potential deductions such as medical, mortgage, and charitable expenses 

Please note that on very busy days, the sign-in sheet may be closed early when returns for additional clients cannot be completed by library closing time. Tax-aide volunteers cannot answer tax questions over the phone.