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Tax Preparation

    Click for federal tax forms and instructions

    Click for Indiana state tax forms and instructions

    AARP Foundation offers free tax preparation and filing. All taxpayers are welcome to take part in this service with a special emphasis on taxpayers age 60 and older. AARP membership is not required. Services are provided by a volunteer team with over 300 years of professional and volunteer tax preparation experience.

    Making an Appointment

    Tax preparation at the Carmel Clay Public Library is by appointment only. No walk-ins are allowed.

    Appointment scheduling will be available in mid- to late-January, and we will add an appointment scheduling link to this webpage at that time.

    Appointments will start February 1 and will be scheduled on Mondays, Wednesdays, and Saturdays from 9am–1pm starting February 1. (There will be no sessions on Saturday, February 22.) They will take place at the Main Library in Meeting Room B on the second floor.

    For questions about the program, call 317.689.8519. 

    Who May Make an Appointment

    While this program has a special emphasis on taxpayers age 60 and older, all taxpayers are welcome to take part in this service. AARP membership is not required.

    AARP tax preparation volunteers are certified to prepare most returns, but they are not approved for the following:

    • Self-employment if expenses exceed $35,000, home office, ACA premium, or a net loss
    • Rental income, depreciation, or electric vehicle credit
    • Income, deductions, or credits outside our scope
      (If you are uncertain about the complexity of your tax situation, please call 317.689.8519.)

    As part of the effort to prevent identity theft, the IRS requires volunteers to check the ID of every taxpayer (including spouse for joint returns).

     

    What to Bring to Your Appointment

    The following information will be required to complete a tax return:

    • Copy of your 2023 tax return (if you are a new client)
    • Driver’s license, state ID, or passport for taxpayer and spouse
    • Social Security cards for taxpayer(s) and dependents
    • All tax forms (examples include W-2, 1099-R, 1099-INT, 1099-DIV, 1099-SSA, 1099-G unemployment, 1099-MISC)
    • 1095-A for health insurance provided by ACA
    • For assets sold—be able to provide original purchase date and cost, sold date, and proceeds
    • For self-employed—1099-NEC income, 1099-K credit card income, cash income, plus a tabulated total of expenses
    • Federal and state estimated income tax payments
    • Dependent care provider information (name, address, employer ID or Social Security number, amount paid)
    • 1098-T and book costs for college education credit
    • For homeowners—real estate taxes paid in 2024
    • For renters—rent paid in 2024, name and address of landlord
    • Bank routing and account # for refund deposit
    • If assigned by the IRS, your six-digit Identity Protection PIN

    For a printable version of this information, click here.