AARP foundation Tax-Aide program returns

AARP foundation Tax-Aide program returns

2 min.
January 11, 2022

MARSHFIELD – AARP Foundation Tax-Aides will be returning to the Marshfield area to assist lower income households and seniors with their 2021 income tax returns.  

For 2021, single people with income over $12,550 ($14,250 if over age 65) and married-filing-jointly families with income over $25,100 ($26,450-27,800 if over 65) must file federal and state income tax returns. Those with incomes under $24,680 who own or rent a home may also be eligible to file for Wisconsin Homestead Credit even if they do not have to file a federal or Wisconsin income tax return.

This free program is funded by AARP Foundation and the Internal Revenue Service and supported locally by Marshfield Parks and Recreation Department, Marshfield Area United Way, and 211 of South Wood and Adams Counties. Local volunteers, who are IRS-certified, will prepare and then electronically file Federal, Wisconsin and Homestead Credit tax returns.  

For those people who have used the Tax-Aide service in the past, there will be some changes this year.  

After an appointment is made, clients must pick up and fill out a tax packet before their appointment. The packets will be available at the Marshfield Second Street Community Center, 211 East Second Street or from United Way, 612 West Blodgett Street. 

Because of COVID restrictions, meetings will be limited to no more than 30 minutes. At the first scheduled time, taxpayers will be interviewed about their 2021 income and their tax documents will be reviewed and collected. A follow-up appointment will be scheduled for approximate two to three hours later when the taxpayer will review with a counselor, sign and pick up their completed tax returns. Most tax returns will then be electronically filed.

Taxpayers need to bring proof of their Social Security number for all people on their tax return, a picture ID, copies of 2019 and 2020 tax returns, and all 2021 income and deductions. Those forms include W2 wage forms, interest and dividend statements, brokerage statements, 1099R retirement income forms, unemployment compensation, gambling winnings, disability benefits, medical, dental and long term care insurance premiums paid in 2021, property tax bill or rent certificate for 2021, 1095A marketplace insurance letter, health saving account distributions and contributions, Economic Impact Payment (IRS letter 1444) and Advanced Child Tax Credit Payments letters (IRS letter 6419), and any other income or deductions or credits. If you want direct deposit of a refund or direct payment of an amount due, also bring your bank routing number and account number.

AARP Foundation and the IRS restrict the complexity of returns that can be filed by Tax-Aide volunteers.  Married filing separately, bankruptcy or divorce in 2021, farm income, business or rental depreciation, virtual currencies, most K1 schedules and other complex returns cannot be filed by AARP volunteers.

Appointments will be scheduled in Marshfield noon-5 p.m. every Monday and 8-11 a.m. Wednesdays Feb. 14 to April 11.  You can schedule an appointment by calling 2-1-1 or 1-877-947-2211.  Walk-in appointments will not be accepted.  AARP will also operate free tax aide centers in Wisconsin Rapids at the Lowell Center and Neillsville at the Clark County Court House.

Because of COVID restrictions, everyone must wear face masks and maintain CDC social distancing recommendations.

This article was orginally reported by