The AARP Tax Aide program is intended to help taxpayers with low and moderate income, with special attention to those aged 60 and older. The counselors are not trained in un-common/complex tax situations and therefore are unable to prepare all tax returns. Some examples of situations that cannot be handled by the program are:
- Self-employment (Schedule C) if you have employees, losses, expenses that exceed $35,000, depreciation, business use of home, or other complicating factors
- Hobby income or other activities not for profit
- Complicated capital gains/losses, such as futures or options
- Complicated Schedule K-1 (with items other than interest, dividends, capital gains/losses or royalties)
- Rental income, except land-only rentals or rentals of personal residence less than 15 days in the year
- Moving expenses
- Foreign financial asset reporting requirements
- Any virtual currency investment or transaction
If we are unable to reach you to confirm your appointment via the contact information you provide, your appointment slot will be released.