AARP Tax-Aide helps low- and moderate-income taxpayers file their personal income tax returns. Volunteers are trained to assist in filing the 1040 tax form and basic schedules. Taxpayers with complex tax returns are advised to seek paid tax assistance.
The History of AARP Tax-Aide
AARP Tax-Aide started in 1968 when four volunteers helped older taxpayers complete their tax returns. This was one of AARP’s early efforts to use volunteers to ensure that important services were available to older people. Since 1980, the program has operated under a cooperative agreement with the Internal Revenue Service (IRS) as part of its Tax Counseling for the Elderly (TCE) program. In 1996, AARP transferred the federal funds for and the administration of the AARP Tax-Aide program to the AARP Foundation in accordance with the Lobbying Disclosure Act of 1995.
The AARP Foundation is AARP’s affiliated charity. Foundation programs provide security, protection and empowerment for older persons in need. Low-income older workers receive the job training and placement they need to re-join the workforce. Free tax assistance and preparation is provided for low- and moderate-income individuals, with special attention to those 60 and older. The Foundation’s litigation staff protects the legal rights of older Americans in critical health, long-term care, consumer and employment situations. Additional programs provide information, education and services to ensure that people over 50 lead lives of independence, dignity and purpose. Foundation programs are funded by grants, tax-deductible contributions and AARP.