Free Federal Income Tax Preparation Available in Walton County

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Free Federal income tax preparation is being offered in two South Walton County locations in 2020 for low to middle-income families and individuals, with special attention to senior citizens. This service is sponsored by the AARP Foundation and the IRS.  According to Joe Perry, Tax-Aide District Coordinator, “There are no age restrictions, AARP membership is not required, and the service is absolutely free. Secure electronic filing is offered, which results in faster refunds, and clients still receive a paper copy of their return.”

The AARP Tax-Aide program is strictly volunteer based. All volunteers attend classroom tax preparation training and must pass a test provided by the IRS, which provides reference materials and the tax preparation software.

Tax-Aide begins on February 3, 2020 and continues through April 15 at the South Walton, Freeport and DeFuniak Springs libraries. Taxpayers need to bring last year’s tax return, Social Security cards for the taxpayer(s) and all dependents, picture IDs, and all tax documents received. Bring checking or savings account information if you want to direct deposit any refund(s) or direct debit any amounts due. If applicable bring Identity Protection PIN (IP PIN) for each individual. Taxpayers who wish to itemize deductions must bring appropriate documents.

Find a more detailed list at https://www.aarp.org/money/taxes/info-01-2011/important-tax-documents.html.

Shut-ins and people in a nursing home who need a counselor to come to them can leave a message at any of the sites and will be contacted.

Individuals seeking Tax-Aide service must contact one of the locations for an appointment:

Walton County Coastal Branch Library

437 Greenway Trail, Santa Rosa Beach

Monday — 12:30 – 6 PM

Tuesday — 9:30 – 12:30

850/267-2809

Freeport Library

76 Highway 20W, Freeport

Thursday — 10 – 3:30

850/835-2040

Note: This location requires appointment sign-up in person.

For More Information Contact: Joe Perry, Tax-Aide District Coordinator, 850-419-0713 or jcperry0101@gmail.com.

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