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AARP's Tax Aide: Free Help for WI Taxpayers

PHOTO: Mariann Muzzi of AARP-Wisconsin says the AARP Foundation's Tax Aide program provides free help to low and moderate-income people with filing state and federal tax returns, and specializes in helping folks age 60 and older. Photo courtesy AARP-Wisconsin.
PHOTO: Mariann Muzzi of AARP-Wisconsin says the AARP Foundation's Tax Aide program provides free help to low and moderate-income people with filing state and federal tax returns, and specializes in helping folks age 60 and older. Photo courtesy AARP-Wisconsin.
March 6, 2014

MADISON, Wis. – AARP's Tax Aide is the largest volunteer-run tax assistance program in the nation.

Mariann Muzzi, assistant state director of community outreach for AARP Wisconsin, says last year Tax Aide volunteers provided no-cost tax-filing assistance to about 67,000 Wisconsinites.

"This was designed for people of modest income who cannot afford professional tax preparation services, and who would benefit the most from receiving the most refund that's available to them, and avoiding larger tax bills," she explains

Muzzi says the program is targeted to people of low- and modest-income, age 60 and over, but there are no age or income restrictions.

To find out where AARP Tax Aide services are available, she says there is a toll-free phone number – 888-227-7669 – and a website, AARP.org/taxaide.

"In Wisconsin, there are hundreds of Tax Aide locations and over 700 volunteers who will help at sites all over the state, in communities large and small,” she says. “It's very well received."

Muzzi adds Tax Aide volunteers receive training by AARP and the IRS, and are equipped to handle the kinds of tax questions that are common among those ages 60 and older.

She says the Tax Aide program has helped more than 40 million people file their income tax returns over the past 40 years.

According to Muzzi, people at or near retirement age have income tax questions that younger people don't have.

"What portion of our retirement income is deductible?” she points out. “What are the permissible health care deductions? If you sell your home how do you treat that in terms of capital gains?

“As we age, our tax returns become more complex and not less so. So, the Tax Aide program volunteers are perfectly qualified to manage all of those kinds of considerations."

Muzzi says the Tax Aide volunteers also are up-to-date on the latest changes in state tax law, and capable of answering most tax-related questions.



Tim Morrissey, Public News Service - WI