Tax Assistance from AARP and VITA

AARP Tax-Aid in the KC area | VITA Tax-Aid in the KC Area
VITA Recommendations

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 $53,000 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

AARP Foundation Tax-Aide Program offers free, individualized tax preparation for low- and moderate-income taxpayers, especially those aged 60 and older. Find a location near you using the "Tax-Aide Locator" at www.aarp.org/money/taxes/aarp_taxaide.

AARP tax assistance can also be found at the following locations, starting in February:


Kansas City Public Library

  • Waldo Branch: February 1 – April 14
    201 East 75th Street
    816.701.3486

    Mondays & Thursdays: 9:00 a.m. – 1:00 p.m.
    By appointment only, in person, with AARP staff.

  • Southeast Branch: February 3 – April 13
    6242 Swope Parkway
    816.701.3484

    Wednesdays: 10:30 a.m. – 2:00 p.m.
    On a first-come, first-serve basis, for the first 20 people.


Salvation Army: February 2 – April 13
500 West 39th Street, Kansas City, MO
816.753.6040

Tuesdays & Wednesdays: 9:00 a.m. – Noon
Call for appointment


Mid-Continent Public Library hosts regular AARP tax-aid sessions from February through April. Please visit www.mymcpl.org for complete listings.

 

VITA Tax-Aid in the Kansas City area

VITA (Volunteer Income Tax Assistance)

Next Step KC operates several IRS-sponsored Volunteer Income Tax Assistance (VITA) tax preparation sites in the Kansas City area. For a list of free tax preparation sites in Metropolitan Kansas City, please visit www.nextstepkc.org or download their flyer (en Español).

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


Kansas City Public Library: February 1 – March 30

On a first-come, first-serve basis, for the first 30 people

  • Central Library
    14 West 10th Street
    816.701.3433

    Mondays & Wednesdays: 10:00 a.m. – 5:00 p.m.

    • Closed Monday, February 15

    Vault Level Multipurpose Room

    Saturdays: 10:00 a.m. – 4:00 p.m. (but not February 13)
    Meeting Room 312 on the 3rd Floor

  • North-East Branch
    6000 Wilson Road
    816.701.3485

    Tuesdays: 10:00 a.m. – 4:00 p.m.
    Thursdays: Noon – 6:30 p.m.

    • Thursday, March 10: 9:00 a.m. – 1:00 p.m.
    • Thursday, March 17: 9:00 a.m. – 1:00 p.m.

    Saturdays: 10:00 a.m. – 4:00 p.m. (but not February 13)

  • Plaza Branch
    4801 Main Street
    816.701.3481

    Mondays, Tuesdays & Wednesdays: 10:00 a.m. – 5:30 p.m.

    • Closed Monday, February 15

    Saturdays: 10:00 a.m. – 5:00 p.m. (but not February 13)


AIM – Metropolitan Missionary Baptist Church—January 30 – April 13
2310 East Linwood Boulevard, Kansas City, MO
816.923.3689

Wednesdays: 6:00 p.m. – 8:30 p.m.
Saturdays: 10:00 a.m. – 4:30 p.m.
No appointment necessary, last client taken one (1) hour before closing.

 

VITA Recommendations

The upper income limit for both single or filing jointly is $53,000. 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 recommends bringing the following (not all may apply to you personally), which is probably a good idea for any tax assistance program:

  • Photo ID for taxpayer and spouse
  • Income documentation (W-2s, 1099s, Social Security SSA-1099, Unemployment 1099-G, 1099-R, etc.)
  • Social Security cards for taxpayer, spouse and dependents
  • Copy of last year’s tax return
  • For day care expenses, total amount paid to each provider, and provider’s name, address and ID number (SSN or Employer ID #)
  • For student loan interest, amount of interest paid
  • For education expenses, types of expense, amounts paid, and documentation
  • For direct deposit of refunds, bank account # and bank routing # (this can be found on checks and deposit slips)

 

For itemized deductions:

  • Mortgage statements for mortgage interest and real estate tax
  • Property tax paid for vehicles
  • Amounts paid to city and state for income tax
  • Charitable contributions
  • Medical Expenses, insurance premiums and out-of-pocket costs
  • For elderly and disabled, proof of property tax and rent paid
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