The Lewes Public Library is hosting Tax-Aide volunteers who will prepare federal and Delaware income tax returns for the 2023 filing year. Volunteers are certified by the IRS. Tax-Aide, a joint venture between the IRS and AARP, is a free service open to taxpayers of all ages with low to moderate income. AARP membership is not required.

Volunteers may only prepare returns for which they are trained, so some returns are deemed out-of-scope by the IRS and AARP. Lengthy, complex returns which are time consuming to prepare will not be done. Taxpayers need to be sure they have received all their relevant tax documents prior to their appointment as no amended returns will be prepared.

Tax preparation will take place on Thursdays and Fridays from 8:30 AM to 3:00 PM from Thursday, February 8 until Friday, April 12.

Appointments are required and can be made starting January 14 by calling 302-703-7198. You must leave your name and the best phone number for a callback. Callbacks for appointments, which may appear as “wireless/unknown caller,” will occur within 48 hours. DO NOT call or visit the Library to make an appointment.

Taxpayers may remain in the room while their return is prepared and reviewed. Taxpayers will depart from their appointment with their completed return and documents.

In advance of a scheduled appointment, taxpayers must complete IRS Form 13614-C, Intake/Interview booklet. A packet containing the Form can be picked up at the Circulation Desk at the Library during regular library hours. The form can be downloaded from the IRS website.

Taxpayers need to bring the following to their appointment:

• previous year’s return
• social security cards for everyone listed on the return
• picture identification
• all forms reporting income
• documents in support of itemized deductions
• voided check for direct deposits
• IRS security PIN#, if provided

A complete list of required items can be found here.

If no appointments are available, here are four alternatives you can pursue:
1) call the AARP Tax-Aide National Site Locator at 888-227--7669
2) visit the AARP Tax-Aide Site Locator website
4) check this other resource or
3) visit File Your Federal Taxes Online for Free on the IRS website