AARP Foundation Tax-Aide: Allegheny County, PA

FREE Tax Preparation Services for Taxpayers of All Ages and Income


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Fillable Intake Interview Form

Make Your Appointment online

Following Sites Allow On-Line Appointment Setting

Squirrel Hill

Hours of Operation:
Monday: 12:00 PM to 4 PM
Wednesday: 12:00 PM to 4 PM
Saturday: 10:00 AM to 4 PM
The Library staff will not accept any phone calls.


Checklist

What to Bring

  • Please arrive 5-15 minutes early to complete a required eight-page Interview Form.
  • Photo ID (REQUIRED).
  • Social Security Cards or comparable documentation for you, your and all dependents spouse (if applicable).
  • Income related documents: Forms W2, Unemployment compensation statements, SSA 1099, 1099R, other 1099 forms and any other relevant tax documents.
  • Expense related documents: Checks and forms showing federal and state taxes paid, 1098 forms, documentation of medical, dental, charity, or business expenses, any vehicle and property taxes, and mortgage interest paid. Receipts for expenses need to be in reasonable order and legible.
  • Brokerage statements or other documentation showing the cost basis (purchase price) and date purchased for all securities or property sold or transferred.
  • Health insurance information: If you purchased Health Insurance in the Marketplace, you must bring Form 1095-A.
  • If you are divorced, you must provide the date the divorce became final.
  • If you receive a pension/annuity, please bring the date payments began.
  • A check with your name printed on it for direct deposit/debit of any refund/balance due or a Bank Card showing your savings account and routing number. A check in your checkbook is acceptable. We simply need to SEE the check or Bank Card. It will be returned to you.