February 03 - April 07, 2025
AARP Income Tax Aide by Appointment
SourcePoint • 800 CHESHIRE RD DELAWARE, OH 43015 Organized by SourcePoint
Registration unavailable.
About this event
Description
Online registration is not available for this program.
To register, follow instructions below.
Online scheduling begins mid-Jan. at aarp.org/money/taxes/aarp_taxaide/.
For those without online access, phone scheduling begins Jan. 15 at 614-450-2529. Do not call and leave a message before Jan. 15 - any messages received before Jan. 15 will be deleted and not returned. Messages left on/after Jan. 15 will be returned as soon as possible - please do not leave multiple messages.
You MUST bring the following items to your appointment:
- Government-issued photo ID such as a driver license or state ID card for you and your spouse
- Social Security card (or other official documentation showing taxpayer identification number) for every person listed on your tax return
- All 2024 tax documents such as W-2, SSA-1099, 1099-R, 1099-INT, 1099-DIV, etc. Note: Certain 1099 forms and brokerage statements may not be received until late February, so plan accordingly when you select an appointment date.
- A copy of your 2023 income tax returns (federal, Ohio and school district)
- If you want any refunds directly deposited to your bank account, bring a blank check. It does not need to be voided but it must be a check and not a deposit slip.
- If married filing jointly, schedule one appointment slot and both you AND your spouse must attend in person to participate and sign the returns. Married individuals filing separate returns must each schedule a separate appointment.
To schedule your appointment, call 614-300-8397 after TBA.
Location
Board Room at SourcePoint
Prerequisites
ComPASS
or ComPASS
Age and Gender
Ages 55-255 · Co-Ed