Free Tax Preparation

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Free Federal Income Tax Preparation Available in South Walton

Free Federal income tax preparation is being offered in South Walton County in 2018 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 training and must pass a test provided by the IRS, which provides reference materials and the tax preparation software.

Tax-Aide begins on February 1 and continues through April 13 at the South Walton Coastal library. Bring the following documents: last year’s tax return, Social Security cards for the taxpayer and all dependents, picture ID, real estate tax statement and all tax documents received. 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 and will be contacted. For more information, please contact:

Walton County Coastal Branch Library

437 Greenway Trail, Santa Rosa Beach

Monday — 12:30-4:45

Tuesday — 9:30-12:30

850/267-2809

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