Tax Assistance from AARP and VITA

The AARP Tax-Aide Program provides free tax preparation and assistance services to low- and middle-income taxpayers, with special attention to those ages 60 and older. VITA (Volunteer Income Tax Assistance) provides free tax help to taxpayers with lower incomes who cannot prepare their own tax returns. The IRS specifies that VITA serves people who make less than $60,000 per year. However, the minimum income required to qualify for VITA tax-aid may vary from group to group.

Please visit the IRS website for more information about free tax preparation and assistance.

AARP Tax-Aid in the Kansas City area

Representatives from AARP will be on hand to assist seniors with low to moderate income with their federal and state (Missouri and Kansas) income tax returns.

  • Library staff are NOT tax experts. All questions are to go through the tax service preparers.
  • Contact the KC AARP office with tax questions: 866.389.5627

AARP tax assistance can is available at the Waldo Branch, starting in February:

Waldo Branch: February 6 – April 13
201 East 75th Street
816.701.3486

Mondays & Thursdays: 9:00 a.m. – 1:00 p.m.
(No sessions February 19)
Appointments are available on a walk-in basis only through AARP volunteers.  Waldo is the only location that will make appointments.

VITA Tax-Aid in the Kansas City area

VITA (Volunteer Income Tax Assistance)

Representatives from Volunteer Income Tax Assistance (VITA) will be on hand to assist patrons with their federal and state (Missouri and Kansas) income tax returns.

The service is available to individuals making $60,000 per year or less.

  • Library staff are NOT tax experts. All questions are to go through the tax service preparers.
  • Contact the KC VITA office with tax questions: 816.482.5850

VITA can also be found at the following locations, starting in January:

 

Kansas City Public Library: January 30 – March 30

Walk-ins only. The first to arrive will fill the available slots for the day at each location.

Central Library
14 West 10th Street
816.701.3433

Mondays beginning at 10:00 a.m.
Saturdays beginning at  10:00 a.m. 
(No session February 19)

North-East Branch
6000 Wilson Road
816.701.3485

Tuesdays beginning at 12:00 p.m.
Wednesdays beginning at 10:00 a.m.

Plaza Branch
4801 Main Street
816.701.3481

Mondays beginning at 12:00 p.m.
Tuesdays, Wednesdays, Thursdays & Saturdays beginning at 10:00 a.m. 
(No session February 19)

Trails West Branch
11401 E. 23rd St.
816.701.3483

Thursdays beginning at 10:00 a.m.

Recommendations

The upper income limit for VITA assistance is $60,000, both single or filing jointly. Before visiting a VITA volunteer, see Publication 3676-B for a list of services provided and check out the IRS What to Bring page to ensure you have all the required documents and information the volunteers will need to help you.

Note: available services can vary at each site due to the availability of volunteers certified with the tax law expertise required for your return.

VITA and AARP recommend bringing the following (not all may apply to you personally), which is probably a good idea for any tax assistance program:

  • Proof of identification (photo ID)
  • Social Security cards or an Individual Taxpayer Identification Number (ITIN) assignment letter for you, your spouse and dependents (Proof of foreign status, if applying for an ITIN)
  • Birth dates for you, your spouse and dependents
  • Wage and earning statements (Form W-2, W-2G, 1099-R,1099-Misc) from all employers
  • Interest and dividend statements from banks (Forms 1099)
  • All 1095 Forms, Health Insurance Statements
  • Health Insurance Exemption Certificate, if received
  • A copy of last year’s federal and state returns, if available
  • Direct deposit and/or banking information
  • To file taxes electronically on a married-filing-joint tax return, both spouses must be present to sign the required forms
  • Proof of daycare expenses with provider name, address and ID number
  • Copies of income transcripts from IRS and state, if applicable
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