The process is a little different this year, but IRS-certified AARP TAX-AIDE volunteers will be available again this year to help local residents prepare and electronically file tax returns at several sites in the Clallam and Jefferson County area.
TAX-AIDE volunteers will be available starting on Friday, Feb. 5, and throughout the tax season, which extends through April 15.
The TAX-AIDE program, provided free of charge, is sponsored by the IRS and the AARP Foundation, and is available for low-and-middle-income taxpayers of all ages.
Program volunteers are IRS-certified to prepare most basic tax returns, making sure that the taxpayer receives all eligible deductions and credits. They do not prepare returns for taxpayers that have income from rental properties, or for taxpayers with complicated business returns.
The process
Because of the COVID-19 pandemic, TAX-AIDE volunteers will be preparing returns remotely, looking to ensure the health and safety of volunteers and taxpayers.
TAX-AIDE users must make an appointment at all locations, and there will be no walk-in services provided. Once users have made an appointment, they will be instructed on where to go to pick up a packet containing instructions on how to proceed further.
In that packet will be instructions along with the following two forms that must be completed and signed before you arrive for the appointment:
• Form 13614-C — Intake/Interview Quality Review Form
• Form 14446 — Virtual VITA/TCE Taxpayer Consent
Once at the appointment, TAX-AIDE users re asked to stay in their vehicle at the specified location where a volunteer meets them in the parking lot to take information and tax documents. The information is then scanned and documents will be returned to users at that point.
Returns are then completed and will be available to be picked up at the same location one week later.
Items to bring
Taxpayers should bring the following with them to the TAX-AIDE site:
• Photo ID (required)
• Social Security cards for taxpayer, spouse and all dependents (required)
• Copy of 2019 tax return
• W-2 from each employer
• All 1099 forms (1099-INT, 1099-DIV, 1099-B, 1099-C, 1099-R, 1099-MISC, SSA-1099, 1099-G, etc.) These include interest, dividend, stock sale, cancellation of debt, retirement, self-employment, Social Security, and unemployment compensation.
• Form 1095-A, health insurance Marketplace statement, if you received one.
• Check or bank document with routing and account numbers, if direct deposit of the refund is desired
• Any other documents necessary to complete your 2020 return. For example, cost of stock sold, tuition statements, and receipts necessary to itemize deductions, if applicable.
Service locations
Shipley Center (Sequim)
921 E. Hammond St.
360-452-6147
Port Angeles Senior Center
320 E. Seventh St.
360-452-6147
Quilcene Community Center
294952 US Highway 101
360-302-6064
Tri-Area Community Center
10 West Valley Road, Chimacum
360-390-4014, option 4
Port Townsend Community Center
620 Tyler St.
360-302-1867
Forks Assembly Of God Parkng Lot
81 Huckleberry Lane
360-452-6541.
