Tax Assistance

Mondays and Tuesdays, February 3 – April 14, 2020
Downtown Eugene Public Library

Come at 8:00 a.m. to sign up for same-day appointments. Appointments begin at 9:00 a.m.

• People usually line up before sign-ups begin.
• Once you get an appointment, you may leave and return at the appointed time.
• Each appointment is budgeted for one hour.

Volunteers from the Association of American Retired Persons (AARP) provide free assistance with Federal and Oregon returns for seniors and low and middle income taxpayers. Service preference is given to seniors and disabled.

AARP volunteers cannot help with depreciation, rental income, or complex investment income.

Assistance in Spanish: AARP plans to provide an interpreter. To ensure correct filing, bring an interpreter if needed.

Bring with you:

Required by the IRS to use this service:

• Social Security card or ITIN and birth date for each household member
• Government issued photo identification for all taxpayers

Also bring:

Copies of 2018 federal and state tax returns

All your 2019 tax documents:

• W-2s (wages)
• 1095A. 1095B, 1095C (proof of medical coverage)
• 1099SSA (Social Security statement)
• 1099B (brokerage transactions)
• 1099M (misc. income)
• 1099R (retirement income)
• 1099INT (interest income)
• 1099DIV (dividends income)

All your tax-deductible expenses:

• Self-employment expenses
• Medical expenses (if itemizing)
• County taxes paid in 2019
• 1098I (tax-deductible interest paid)
• 1098T (tuition expenses and account summary by term)
• 1098E (student loan interest)
• Charitable contributions (if itemizing)

Any correspondence with IRS or Oregon Dept. of Revenue