Tax Prep Assistance Available for Seniors at Westchester Libraries

Yorktown library offers free tax-preparation help

The John C. Hart Memorial Library will offer free tax-form-preparation assistance with preference for senior citizens starting February 7.
Certified volunteers from AARP will provide tax-preparation services on Mondays from February 7 to April 11 between 9:30 a.m. and 2 p.m. The tax-preparation sessions are by appointment only and the volunteers will not accept walk-ins.
As in 2021, no visit is required if patrons are able to scan their documents at home and email them to the volunteers. However, this season volunteers can also prepare tax return offsite if patrons come into the library one time for scanning documents and returning a week or two later for completing the process and picking up a copy of the finished return.
Same-day service is also possible so long as patrons meet with the volunteers for an intake interview in the morning, leave their documents with the volunteers for a few hours, and then return later in the day to finish the process. Call 914-440-3086 to schedule an appointment.
The library also has federal tax forms and instruction booklets available. Library staff will print supplemental forms for anyone who wants to do their own taxes. Contact:  Ellen Tannenbaum, (914) 245-5262 or etannenbaum@wlsmail.org

        The Mount Vernon Library 
AARP Tax-Aide for Seniors The Library will operate a No-contact, electronic service, which involves the transmittal of instructions, forms, permissions, and scans of tax documents through email. The Library AARP Tax-Aide program will not be able to offer the kind of in-person service taxpayers have become used to for so many years. The primary concerns remain the health and safety of taxpayers and preparers, and the protection of confidential taxpayer information.
We will operate a no-contact, electronic service, which involves the transmittal of instructions, forms, permissions, and scans of tax documents using email. After the initial contact, taxpayers will receive an email with instructions and documents to print, fill out and return for tax preparation. Documents will need to be scanned and attached to the return email. Taxpayers can use their own computer (or smart phone) to scan and email the documents. Some patrons may choose to use a commercial provider for scanning and printing (such as Staples or UPS) if they are unable to do this themselves, or perhaps ask a friend or relatives for assistance.
AARP anticipates the exchange between their staff and the taxpayer will require several days to prepare and finalize the return.    AARP has forms and instructions in English and Spanish. However, there are a limited number of Spanish speaking volunteers, so all email exchanges and phone discussions may have to be done in English. If you prefer Spanish forms and instructions, be sure to alert them.
AARP will only accept a certain amount of appointments per day. AARP services are very limited, but they have the desire to serve the community . They will only work by the scheduled appointments. No walk-ins, and no one can just leave their paperwork with a library staff member. They must go through AARP.
REGISTER for an appointment by calling the REFERENCE DESK AT 668-1840 ext.219 or 220 . Available Monday and Wednesday 10am to 3pm.

        New Rochelle Library 

AARP Tax Aide returns to the Library to provide free tax assistance to the New Rochelle community, February through mid-April. This program, one of the Library’s most popular, has served thousands of NRPL patrons over the years.
This year, patrons must schedule an appointment by calling 914-222-3393. Once patrons have an appointment, they will come to the Library at the scheduled time to discuss their return, complete required forms and provide their taxpayer information. At a second appointment, scheduled during the first appointment, patrons will review their finished return, approve and sign it. This appointment may take place on the same day as the first appointment or at a later date. Due to the pandemic, walk-ins cannot be accommodated. Appointments will take place in the meeting room and theater at the Main Library, 1 Library Plaza, New Rochelle.