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Tax Help Available for Wisconsin Seniors


Monday, January 26, 2015   

MADISON, Wis. – Few if any taxpayers enjoy filling out income tax forms every year, and often senior citizens discover that proper preparation of their tax returns can be a real challenge.

Mariann Muzzi, assistant state director of community outreach with AARP Wisconsin, says that's why there's AARP Tax-Aide, a program tailored to the needs of retired people and senior citizens – although she says there are no age come restrictions for using the service.

"Four out of five of the people who turn to AARP Tax-Aide are people 60 or older,” she relates. “Their household incomes aren't real high, and for many of them, a tax refund could mean they won't have to choose between paying for groceries or keeping the lights on."

Muzzi stresses it's easy to get assistance from the AARP Tax-Aide program.

"There's a toll-free number, 888-227-7669, where an individual will answer your call and ask you to provide your ZIP code, and will be able to direct you to Tax-Aide service sites in your area," she says.

People can also find the nearest location online at, along with tips on preparing for an appointment and bringing the appropriate documents.

According to Muzzi, AARP Tax-Aide provided no-cost income-tax filing assistance to about 67,000 Wisconsinites last year.

Muzzi points out that as people age, their tax returns can become more complex. Rather than drawing a paycheck from one company, retirees often have several income sources – from pensions, investments, retirement plans and Social Security.

"And all of these different sources of income interact and have implications for our taxes,” she explains. “And that's why AARP Tax-Aide volunteers are really well-qualified to take a look at all of those different considerations and help people get the best possible return."

She adds the AARP Tax-Aide volunteers get their training from AARP and the IRS, so they are up-to-date on the latest changes in both federal and state tax laws.

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